Jobs · OTHR · Alabama

Concierge / Cash Handling Specialist – Part Time – Huntsville, Alabama

Story Financial Partners · Huntsville-Decatur-Albertville Area · 2 mo ago
OTHRPart-time

About the role

The Concierge / Cash Handling Specialist serves as the primary point of contact for all clients and prospects at the Huntsville banking office. This role is vital in the day-to-day sales and operations of the banking office, responsible for operating a cash drawer and servicing clients’ general banking needs while adhering to the Bank’s Client Service Commitment.

Schedule

This is a part-time, non-exempt position averaging 28 hours per week, with a maximum of 32 hours. The projected schedule is:

  • Monday through Thursday: 9:30 a.m. to 3:00 p.m.
  • Friday: 9:30 a.m. to 5:00 p.m. (with a 30-minute to 1-hour lunch break at your discretion).

Responsibilities

Transaction Processing

  • Process transactions according to the Bank’s Teller Transactions Policy and Procedure Manual, including:
  • Private Client and Commercial Deposits
  • Withdrawals
  • Transfers
  • Check Cashing
  • Loan Payments, Draws/Advances, and Payoffs
  • Cash Advances
  • Savings Bond Redemptions
  • Official Checks
  • Safe Deposit Box Payments
  • Lockbox Services

Risk Mitigation

  • Follow proper identification procedures and customer confidentiality guidelines.
  • Complete Currency Transaction Reports (CTRs) and Suspicious Activity Reports (SARs).
  • Apply Reg CC Holds and provide proper documentation to clients.
  • Maintain Monetary Instrument Logs.
  • Adhere to robbery procedures.
  • Complete Night Drop Processing & Log, Courier Logs, and Mail Logs.
  • Communicate effectively with leadership and internal operations to prevent fraudulent loss.
  • Assist with monthly office audits.

Daily Operations

  • Balance the cash drawer at the end of each day.
  • Ensure all client supplies are stocked.
  • Identify counterfeit currency.
  • Count and roll loose coins as needed.
  • Balance the ATM.
  • Maintain a clean and clutter-free office and individual workspace.
  • Monitor cash forecasting levels and place cash orders or shipment requests.
  • Scan and balance proof work.
  • Perform other related duties as assigned.

Requirements

  • Minimum high school diploma or equivalent.
  • Minimum of 1 year of Bank Teller experience.
  • 10-Key skills.
  • Strong mathematical skills.
  • Ability to work in a fast-paced environment.
  • Proficiency in counting cash and coin.
  • Good interpersonal skills.

Preferred Qualifications

  • Previous customer service experience.
  • Knowledge of bank products and services.
  • Understanding of federal bank regulations.

Physical Demands

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

  • Frequently required to stand, sit, kneel, stoop, or squat.
  • Use hands or fingers to handle or feel objects, tools, or controls.
  • Reach with hands and arms, and talk or hear.
  • Occasionally required to walk.
  • Occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required include close vision, peripheral vision, depth perception, and the ability to focus.

Work Environment

  • Professional working environment requiring effective verbal and written communication.
  • Strong interpersonal skills needed when working closely with internal business partners and external clients.
  • Exposure to confidential and proprietary information; confidentiality must be upheld at all times.
  • Possibility of exposure to high-risk situations (e.g., robbery); detailed instructions and procedures must be followed to safeguard associates, clients, and assets.

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