Responsible for providing excellent customer service while performing a variety of lobby and drive‑thru transactions for bank customers by assisting them with processing routine financial transactions on a day‑to‑day basis.
Compensation
competitive salary, performance based bonus based on position and department
Responsibilities
Perform comprehensive, prompt, and efficient customer transactions
Receive checks and cash for deposits, verify amounts, examine checks for proper endorsement, and enter deposits into computer records
Assist members with financial transactions, manage cash drawer, process checks, provide customer service, and perform related administrative tasks at the teller line and ITMs.
Responsibilities
Accurately perform teller functions at the Teller Line and ITMs using Active Teller and Gold systems
Assist members with financial transactions including receiving and paying out cash and negotiable instruments
Maintain, process, and balance cash drawer and checks according to procedures
Ensure drawer and checks are in balance before closing
Welcome members and provide routine information about services
Process and monitor custody operations, including cash, wires, checks, and settlement of mutual funds, stable value funds, and ETFs, while ensuring compliance and accurate record-keeping.
Compensation
The expected base salary range for this position is $55K - $70K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.
Responsibilities
Review incoming cash, wires, and checks
Process corrections on a plan and participant level daily
Work with sub-custodians to settle trades
Respond to complex operational issues
Identify and resolve discrepancies in cash and share balances
Requirements
Undergraduate or graduate degree in Finance or Accounting
Receives and pays out money, and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties.
Responsibilities
Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
Places holds on accounts for uncollected funds.
Orders daily supply of cash, and counts incoming cash.
Requirements
High school diploma or general education degree (GED)
Provide exceptional customer service and sales support in a high-volume banking environment, handling cash, checks, and banking products.
Responsibilities
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
Evaluate new and existing customer relationships and recommend bank products and services to support their financial success.
Follow established policies in accordance with the bank and the supervisor's direction.
Accountable for the personal achievement of monthly new account production as assigned by upper management.
Participate in an active sales environment that may require in-store aisle prospecting.
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
Evaluate new and existing customer relationships and recommend bank products and services to support their financial success.
Follow established policies in accordance with the bank and the supervisor's direction.
Accountable for the personal achievement of monthly new account production as assigned by upper management.
Participate in an active sales environment that may require in-store aisle prospecting.
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