Job Summary
This position involves providing outstanding customer service while accurately and efficiently processing teller transactions. In addition, the team member will be the subject matter expert for bank cash levels, statement and notice processing, check program, safe deposit box billing and investment services support.
Specific Duties/Responsibilities
Customer Support
- Customer transaction processing
- Deposits, withdrawals, loan payments, official checks, bond redemption, change orders, etc.
- Complete Reg CC Holds, CTR and SARs as needed
- Buying and selling cash between tellers, TCR and vaults
- Process night drop and mail
- Daily balancing of drawers, TCRs, coin machine and vault
- Maintain equipment as needed
- Phone conversations and Email
- Answer incoming phone calls, answer questions, resolve issues or direct to another employee in a friendly manner
- Monitor internet conversations and respond in a timely, professional manner
- Monitor and respond to all incoming service emails
- Complete customer requests
- Moving funds via telephone
- Loan advance requests sent to loan officer and support team
- Collect information for address changes
- Provide wire transfer information for incoming wire requests
- Collect stop payment information
- Check orders
- Collect and verify address information
- Process check order requests
Operations
- Monitor cash levels in vault and TCRs for the branch to have adequate funds
- Perform shipment ordering and selling procedures as needed
- Conduct closed account letter processing
- Levy and Garnishments processing and monitoring
- Complete credit references as requested
- Daily Balancing
- Daily Review of checks for fraud
- Address Changes
- Stop Payments
Check Program
- Complete check orders
- Review all check orders for accuracy
- Enhance check program for pricing, education and customer needs
Statements, Notices and Mailing
- Perform duties related to statements and notices
- eStatement processing
Safe Deposit Box
- Perform duties relating to Safe Deposit Boxes
- Complete billing process for all safe boxes
- Record and monitor delinquent box rent
- Issue new keys and drillings as needed
- Process unclaimed property
- Audit access cards
ATM
- Monitor ATM activity and deposits
- Maintain cash levels and balances
- Troubleshoot any issues or maintenance
Investment Services Support
- Administration support for Investment Account Executive
- Scan and Index brokerage documents
- Monitor and schedule clients for account executive as needed
- Other duties as assigned
Supervisory Responsibilities
None
Required Skills/Abilities
- High school diploma (required)
- Post-secondary education in finance, information technology, or another business-related field (preferred)
- Experience providing excellent customer service
- Experience handling transactions in an efficient, accurate, and friendly manner
- Working knowledge of Microsoft Windows products, particularly Excel
- Strong ability to learn new computer systems
- Attention to detail
- Professional communication skills, including spoken and written language skills
Ideal Attributes
- Detail-oriented
- Flexible
- Dependable
- Team player
- Professional
- Organized
Accountability
This position reports to Claire Speedling, Deposits/Ops Manager
Working Conditions
The team member will work primarily at Foresight Bank's 138 W Broadway, Plainview location, varying shifts between 7:15 am and 6:15 pm, Monday through Friday and 8:45 am to 12:00pm (noon) on a rotating Saturday schedule. This schedule is subject to change based on Foresight's business needs. Unscheduled evening and weekend work may be needed to meet the needs of customers and employees.
Work is performed largely within the bank with limited chance for personal injury. Prolonged and frequent mental and visual concentration is required. The position involves the potential for periodic stressful situations in response to multiple priorities within established deadlines. The position involves lifting and moving up to 20 pounds of office supplies and equipment, and it involves some bending, turning, and twisting.
Additional Information
This job description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all-inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties.
This job description does not constitute an employment contract. The person who fills this position will be an at-will employee at Foresight Bank. Duties and responsibilities will change with the changing business environment and needs of the bank, so every position with the bank will involve constant change. This job description is subject to possible modification to reasonably accommodate individuals with a disability.
Applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.