Community Banker - Pleasant Hill

Essential Functions

• Process client transactions in a professional and efficient manner while following established policies and procedures.
• Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
• Complete additional transactions including, but not limited to, issuing cashier’s checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
• Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
• Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
• Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
• Balance cash vault according to established procedures.
• Process requests for foreign currency transactions.
• Identify potential fraud accounts and take appropriate action to prevent loss.
• Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
• Follow all established procedures to ensure compliance with federal regulations.
• Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
• Actively promote banking products and services to the community.
• Answer client questions, address client concerns, and provide resolutions to inquiries.
• May quote client deposit rates.
• Collaborate with other team members to ensure a positive banking experience for all clients.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Assist with client outreach and demonstrate support for company culture.
• Foster and preserve a culture of diversity, equity, and inclusion.

Qualifications

• A high school diploma or equivalent required.
• Previous banking, client service, or related field with cash handling experience.
• Excellent client service skills.
• Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
• Strong interpersonal and written communication capabilities.
• Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.