Job Details

Relationship Associate (Teller) Featured

  2021-02-17     Sunwest Bank     1299 N. Orchard St Suite 100     15 hour  
Description:

SUMMARY

This position is the face of the branch and responsible for completing all types of new and existing client transactions in an accurate, courteous and efficient manner. The incumbent knowledgeably addresses client questions and concerns.  The incumbent identifies opportunities to deepen relationships by identifying needs for additional products and services and makes appropriate referrals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Provides a consistent and high level of service that exceeds client expectations and reflects in individual service scores
  • Identifies opportunities to refer products and services to new and existing clients to meet monthly sales goals
  • Operates within assigned cash limits and processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately
  • Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day
  • Processes daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable
  • Daily uses Transaction Management Systems (TMS)
  • Encodes and scans branch transactions each day
  • Processes incoming and outgoing cash shipments in dual custody
  • Places holds on transactions as determined by Bank procedures
  • Executes account stop payments as determined by Bank procedures
  • Issues negotiable instruments in accordance with the Bank Secrecy Act
  • Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed
  • May performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards
  • Understands and complies with Bank policies, procedures and regulations governing job responsibilities

ADDITIONAL RESPONSIBILITIES

  • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
  • Demonstrates high level of quality work, attendance and appearance
  • Adheres to all Company Policies & Procedures and Safety Regulations
  • Adheres to local, state and federal laws
  • Understands and complies with all company rules and regulations
  • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
  • Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS

  • Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution
  • Familiarity with Windows-based personal computers
  • Proficient with Microsoft Office Suites (Outlook, Word, Excel)
  • Effective time management skills with ability to prioritize
  • Ability to relate well to all kinds of people with focus on the client
  • Action-oriented contributor with a high energy level to serve client and branch needs
  • Actively seeks opportunities to grow in position and career

COMPETENCIES:

  • Adaptability
  • Communication
  • Decision Making
  • Initiative
  • Innovation
  • Motivator
  • Organization
  • Professionalism
  • Results Orientated


Do not contact this company in solicitation of any product or service.

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