Job Description
Summary: Responsible for accepting and processing customer transactions. Provides prompt, courteous and efficient service to ensure the overall vision of Plains State Bank is achieved and maintained to the satisfaction of employees, shareholders and customers. Held accountable for the achievement of operational job expectations.
Essential Duties and Responsibilities include the following.
· Greets clients and establishes a quality service environment by displaying a friendly and courteous attitude and using the customer's name at least once during the conversation.
· Services clients by accepting and processing transactions with accuracy within policy guidelines (e.g. deposits, withdrawals, payments, check cashing, issuing negotiable, etc.)
· Explains transaction policies and procedures to clients. Solicits assistance from supervisor as needed.
· Obtains supervisory approval for transactions outside authorized limit.
· Refers large withdrawals and account closures to sales staff for retention efforts.
· Actively seeks out and maintains basic product knowledge of all banking products. This knowledge may be obtained through training courses, branch meetings, corporate communications, etc.
· Looks for opportunities to promote Plains State Bank. Identifies Sales Opportunities and makes referrals to appropriate sales staff
· Encourages the use of alternate delivery systems such as ATM, Debit Card, Telephone Banking Center, and Online Banking.
· Safeguards assigned cash and balances cash drawer as outlined in the “Teller Manual”.
· Promptly notifies management of suspicious or questionable transactions.
· Promptly and accurately completes all bank and government forms (CTR, SAR, etc.) to limit the bank’s exposure.
· Maintains dual control and adheres to all security polices and procedures at all times.
· Performs daily branch operational balancing procedures, including, but not limited, the balancing of individual teller drawer. (i.e. ATM, Vault)
· Maintains professional appearance and conduct within the guidelines set forth in the Bank’s Employee Handbook.
· If applicable, allows entry of safe deposit box holders (accurately maintains entry card if applicable).
· Assists customers with account questions as necessary
· Interact positively with other departments and offices of Plains State Bank to achieve a teamwork environment by maintaining external and internal customer service.
· Set personal goals and image that produce positive results for Plains State Bank.
Company DescriptionWe’re always looking for bright individuals to join our growing organization. As a part of the Plains State Bank Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. Our culture embraces diversity and collaboration and we celebrate innovation and change. We are one team, working together to get things done.
We’re always looking for bright individuals to join our growing organization. As a part of the Plains State Bank Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. Our culture embraces diversity and collaboration and we celebrate innovation and change. We are one team, working together to get things done.
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