About the position
The position of Part-Time Retail Banking Associate at our Lock Haven Office involves a variety of responsibilities centered around providing exceptional customer service and efficiently processing customer transactions. The role requires a high school diploma or equivalent and a minimum of six months of retail cash handling and customer service experience. The associate will be responsible for accurately processing deposits, withdrawals, and other banking transactions while maintaining precise records of all monetary exchanges. This position is crucial in developing and expanding customer relationships by referring bank products and services, ensuring customer satisfaction, and addressing inquiries or concerns effectively. In this role, the associate will engage with customers directly, providing a friendly and courteous service experience. Responsibilities include receiving and verifying deposits, processing withdrawals, and handling loan payments. The associate will also be tasked with answering customer inquiries regarding account details and bank services, ensuring compliance with regulations and privacy policies. Additionally, the associate will monitor suspicious activities in accordance with the Bank Secrecy Act and maintain a thorough knowledge of retail banking products to identify referral opportunities. The associate will work closely with other branch personnel to ensure smooth operations and may assist in various ancillary duties such as providing safe deposit box services, balancing ATM machines, and supporting new account openings. This position requires a detail-oriented individual who can thrive in a fast-paced environment and is proficient with technology relevant to banking operations.
Responsibilities
- Accurately process a variety of customer transactions.
- Maintain precise records of money and negotiable instruments involved in transactions.
- Develop and expand customer relationships by referring bank products and services.
- Provide assistance and respond to customer questions and concerns.
- Coordinate work within the branch and with other departments.
- Report pertinent information to the immediate supervisor.
- Respond to inquiries or requests for information.
- Provide excellent customer service, ensuring customer satisfaction with transaction requests.
- Receive and verify checking and savings deposits, including cash and endorsements.
- Process savings withdrawals and cash checks, verifying endorsements and identification.
- Accept loan and other payments, verifying payment amounts and issuing receipts.
- Answer basic customer inquiries regarding interest rates, service charges, and account histories.
- Buy and sell currency from the vault as needed, ensuring teller drawer cash limits are not exceeded.
- Prepare daily settlement and proof of cash transactions, balancing cash drawer daily.
- Initiate discussions to determine customer relationship needs and suggest additional products and services.
- Promote and utilize CRM for ongoing sales and service maintenance.
- Maintain thorough knowledge of retail banking products and services.
- Assist Lead Teller and Customer Service Representative as needed.
- Participate in and promote a teamwork atmosphere in the branch.
Requirements
- High school diploma or equivalent (GED).
- Minimum of six months of retail cash handling and customer service experience.
- Proficient reading, writing, and grammar skills.
- General math skills.
- Proven verbal communication and interpersonal skills.
- Superior customer service skills.
- Detail-oriented with the ability to function in a fast-paced environment.
- Proficient with internet user-level technology.
