Deposit Specialist

About the Role

This position involves assisting customers with day-to-day banking transactions, maintaining a cash drawer, performing opening or closing procedures for the bank, and providing courteous telephone service.

Responsibilities

• Provide excellent customer service at all times.
• Use critical thinking and active listening to resolve customer problems or complaints (performed daily).
• Greet customers as they enter the bank and direct them to the appropriate employee when necessary.
• Answer telephone calls in a courteous manner.
• Handle deposits, withdrawals, transfers, cashed checks, loan payments, money orders, credit card advances, and other transactional needs.
• Balance and maintain cash drawer, ensuring limits are not exceeded.
• Buy and sell currency from the vault as needed.
• Assist with end-of-day vault balancing and ATM balancing.
• Examine checks for proper funds availability, endorsements, dates, bank names, and legitimacy of documents.
• Scan, correct, and balance all paper transaction items through the Bank's source capture optimization program and submit for federal processing.
• Maintain customers' savings passbooks and Christmas club passbooks upon request.
• Promote and maintain positive relations with employees, current customers, and potential customers.
• Contribute to department and company objectives and goals.
• Follow all bank policies and procedures, with regulatory knowledge of deposit-related compliance topics.
• Assist with office functions as needed.
• Perform opening and closing procedures as assigned.
• Perform any other related duties as required or assigned.