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Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner. Identifies sales and cross-selling opportunities. Performs routine office and clerical duties. Maintains operational quality and standards. Acts as the customers’ first “point-of-contact” with the Bank.
This description applies to three levels (Job Codes 1673, 1672, 1670, & 4299) Level assignment is based on a variety of factors including, but not limited to, scope and complexity of transactions and experience and expertise of customer service representative. (Job code 4299 may occasionally perform MLO duties and will require approval from Regional Managers.)
Position Accountabilities
Ensures positive public perceptions of the Bank by extending a courteous greeting and welcome to customers and visitors. Provides accurate and timely customer service.
Supports the Bank’s sales objectives and campaigns by cross-selling basic products, or by referring customers to other Bank employees responsible for closing sales.
Adheres to Bank’s security and audit procedures.
Protects the Bank’s financial interests by controlling and balancing the assigned cash drawer and negotiable items received/disbursed. Maintains acceptable balancing record per established standards.
Processes customer transactions efficiently and accurately. Follow policies/procedures to minimize losses.
Answers telephone inquiries. Directs questions to appropriate Branch personnel. Responds to customer mail inquiries. Researches/resolves customer problems.
Performs routine office and clerical duties (i.e., filing signature cards; preparing bank bag for pickup; night deposit, ATM custodian, etc.).
Performs other duties as assigned.
Required Education or Equivalent Experience
High School or equivalent combination of training and experience
Required Experience
0 – 1 year teller or cash handling experience (level I)
Field of Experience
Basic knowledge of bank products and services (level I)
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