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Purpose
Provide friendly personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window, and adhere to set policies and procedures. Respond to customers’ financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
Key Result Areas
Scope of Job
Provide superior customer service while processing customer transactions and performing daily retail-banking functions accurately and efficiently. Possess a working knowledge of bank products and services. Actively cross-sell products and services, and make appropriate referrals. Comply with applicable banking regulations as well as Bank policies and procedures.
Essential Functions – may include, but are not limited to:
Compliance
Annually
Ø Bank Secrecy Act (BSA)
Ø Office of Foreign Assets Control (OFAC)
Ø USA Patriot Act
Ø All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet
Other Functions
Education And Experience
High school diploma required. One-year customer service and/or cash handling experience, or some comparable combination of education and experience.
Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.
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