Business Banking Associate

Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures. Delivers quality customer service by greeting and responding to customers promptly and courteously. Executes competent security procedures by being observant and informed about potential security risks.

Responsibilities

• Promote and maintain positive relations with all contacts, customers, and potential customers
• Comply with all departmental and company policies and procedures
• Process monetary transactions of retail and commercial customers (e.g., cashier’s checks, money orders, traveler’s cheques, savings bonds, Visa gift cards)
• Maintain quality service to all customers by answering product and service questions, cross-selling related products and services, and being courteous and responsive to all customers’ needs
• Balance cash drawer to ensure accurate cash position
• Perform bank opening and closing procedures as needed
• Proactively seek out and maintain knowledge of bank products and services
• Perform, correct, balance, and submit branch capture items/batches in accordance with established procedures and time frames
• Resolve product or service problems in a timely manner by listening and verifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution or referring the complaint to the appropriate area, and following up with the customer
• Contribute to team effort and customer service by answering customer telephone calls in a timely and appropriate manner
• Actively participate in the bank’s customer satisfaction survey telephone calls
• Demonstrate knowledge of laws and regulations applicable to teller activities
• Exercise awareness regarding suspicious activity, money laundering, or fraudulent behavior as it relates to cash transactions and overall transaction activity, and document any such behavior for SAR filings
• May train new employees and answer co-workers’ questions
• Complete quarterly regulatory training in a timely manner
• Other duties as assigned

Requirements

• Capable of maintaining confidentiality
• Ability to multi-task
• Ability to operate related computer applications and business equipment, including copy machine, coin and money counting machines, and telephone
• Accuracy and good math skills
• Strong interpersonal skills
• Professional appearance

Qualifications

• High school diploma or equivalent
• One year of cash handling experience
• Six months or more of banking experience preferred
• Previous experience in a customer service position
• Bachelor’s degree in Business Administration, Management, or related field preferred

Physical Demands

• Hearing, speech, close vision
• Sitting, including computer use
• Driving with own transportation to other branches for meetings/workshops
• On occasion, may be required to lift and/or move up to 25 pounds
• Job responsibilities may include standing, walking, lifting, kneeling, and crouching