Retail Banking Associate
1. Perform general teller functions which may include but are not limited to:
• Processing customer deposits and withdrawals
• Accepting loan payments
• Processing credit card cash advances
• Selling negotiable instruments such as cashier’s checks and money orders
2. Duties may include (Depending on location):
• Act as Vault Teller in accordance with established procedures
• Research teller offages and report findings to accounting
• Balance and service ATM
• Maintain adequate branch supplies
• Assist in coordinating marketing of in-store promotional activities and programs
• Complete location month end reports
3. Maintain sufficient cash drawer funds to provide timely customer service while remaining within the drawer limit requirements set by the bank
4. Balance teller drawer and daily transactions according to established procedures
5. Watch for stop payments, check kiting, counterfeit or fraudulent checks and other suspicious transactions.
6. Develop and service deposit account relationships. Answer inquiries and provide information to customers on various accounts and services, both retail and non-retail.
7. Sell and cross-sell products and services. Identify the needs of existing and prospective customers and assist them or refer them to the appropriate department.
8. Open new deposit and CD accounts. Accept and verify information relating to the opening of new deposit relationships in accordance with procedures (depending on location).
9. Attend all team meetings and any other meetings and/or training deemed necessary by supervisor
10. Adhere to compliance procedures and participate in required compliance training
11. Perform other duties as assigned