GENERAL SUMMARY:
This position is responsible for providing exceptional client service including efficient and accurate transaction processing.
STATEMENT OF EXPECTATIONS:
Community First Bank/HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:
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Adhering to the Companys policies and supporting Management decisions and goals in a positive, professional manner.
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Representing the Company with a high level of integrity and professionalism.
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Maintaining knowledge and understanding of banking rules, regulations, laws, and all policies and procedures pertaining to them including but not limited to, the Bank Secrecy Act (BSA) Regulation E and Regulation CC.
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Demonstrate a willingness to adapt to changing business needs and deadlines.
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Possessing a work ethic that includes neatness and dependability.
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Exhibiting a professional, business-like appearance and demeanor.
LEADERSHIP WORK:
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Lead by example to create a positive can do environment that makes clients and employees feel welcomed and appreciated.
ESSENTIAL DUTIES:
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Provide remarkable service to our clients every day to include following the defined Service Standards as determined by the Company.
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Maintain a high level of security for all our clients on each and every transaction by following bank established protocols each and every time.
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On an interim basis, support our Deposit Operations team with on-line banking calls and questions. Assist with validating information as we implement a new online banking platform.
- Maintain an adequate cash drawer at all times, including buying and selling currency from the vault as necessary and maintaining a high level of security.
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Conduct routine transactions within limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals).
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Verifies cash and processes change orders.
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Identify transaction mistakes when debits and credits do not balance.
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Process transactions such as, night deposits and mail deposits.
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Process Health Savings Transactions.
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Order foreign currency/drafts, and place travel notices.
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Balance and submit batches throughout the day
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Balance cash drawer at end of shift, verify Deposit Review and conduct close of day after all batches have been submitted
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To be able to proficiently process wire transfer requests after completing appropriate training.
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Provide additional products including Cashiers Checks, Personal Money Order.
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Provides routine information concerning bank services and products to include account information and copies of statements; or directs client to appropriate department for specific information.
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Assist clients in accessing safety deposit boxes.
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Accepts stop payment on checks.
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Document scanning and reviewing.
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Proficiently answer client phone inquiries.
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Be proficient at all tasks associated with a CSS1 as determined by the Bank (provided separately).
EDUCATION AND EXPERIENCE REQUIREMENTS:
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Requires High School Diploma or equivalent.
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Requires six (6) months cash handling and client service experience.
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Six (6) months banking experience preferred
KNOWLEDGE, SKILLS AND ABILITIES:
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Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both clients and co-workers.
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Proven skills and ability to work with electronic banking products and services.
- Mathematical skills.
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Strong communication and organizational skills.
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Detail oriented, high degree of accuracy.
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Competence with computers, telephone, 10-key calculator, and other office machinery.