Universal Banker I - Part Time

Potomac Bank · Hedgesville, WV · 1 wk ago

On-sitePart-time

About the role

Potomac Bank is looking for a Universal Banker I who enjoys interacting with people, building lasting relationships, and gaining important financial skills. The role involves a broad range of teller transaction processing, referring bank products and services, and providing friendly customer service to deliver an exceptional customer experience.

Responsibilities

Interact with the public and address customer questions or problems.
Explain, promote, and refer bank products and services to customers.
Demonstrate a helpful, friendly attitude and commit to excellent customer service.
Serve as a model of excellent customer service to other employees.
Identify and refer retail products suitable to customer needs.
Handle customer complaints or questions and determine the best course of action.
Establish and maintain effective working relationships with co-workers and employees in other departments.
Receive and handle deposits of all types, ensuring proper endorsement on negotiable instruments.
Cash checks and pay out money after verifying signatures and customer balances.
Process checks, deposits, loan payments, night drop bags, mail deposits, and savings bonds.
Provide access to safety deposit boxes.
Enter customer transactions into the computer, record transactions, and issue computer-generated receipts.
Accurately balance currency, coin, and checks in the cash drawer at the end of each shift.
Remove deposits from and count and balance cash in the automated teller system and night drop bags.
Assist with daily ATM balancing duties.
Demonstrate responsibility and judgment according to check cashing procedures.
Order client checks through Harland Clarke.
Issue cashier’s checks and money orders.
Complete Currency Transaction Reports (CTRs) and obtain independent verification of reports.
Override excessive drawer cash in Vertex up to the approved designated limit.
Open and maintain all consumer types of checking and savings accounts.
Complete domestic wire forms accurately.
Maintain proper amounts of currency and coin in the drawer per Potomac Bank-approved teller currency limits.
Maintain a neat and orderly work area and ensure all negotiables and confidential records are properly secured.
Understand the role in the event of a robbery and know proper post-robbery procedures.
Adhere to all bank policies, procedures, internal controls, and system access restrictions.

Critical Skills

Self-Development: Pursue additional education or training to remain current, improve knowledge, and diversify skills. Ability to be cross-trained in other areas.
Customer Confidentiality: Never reveal or divulge customer information to anyone outside of the Bank.
Versatility: Ability to multi-task under pressure and in a fast-paced environment.

Qualifications

High school diploma or GED.
1–2 years of prior customer service experience.
Outgoing, service-oriented personality.
General knowledge of bank operations, excellent communication and customer service skills, and basic to advanced computer skills.
Pleasant personality with above-average knowledge of fundamental arithmetic.
Ability to adhere to Potomac Bank’s Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus.
Basic skills in operating a computer, printer, and copy machine.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to operate standard office equipment, including coin sorter and currency counter.
Ability to speak clearly and write legibly.
Ability to answer telephones and greet the public in a friendly and courteous manner.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.

Physical demands