Job Description
Openings in all branches in Bergan County: Berganfield, Closter, Creeskil, Englewood, Leonia, New Milford, Palisaides, Teaneck, Tenafly
Purpose
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers’ financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
Key Result Areas
· Maintain safety and security of financial information.
· Transaction and operational accuracy
· Highly responsive to customer’s needs
· Friendly, personalized customer service
Scope of Job
Provide superior customer service while processing customer transactions and performing daily retail banking functions accurately and efficiently. Possess a working knowledge of bank products and services. Actively cross-sell products and services and make appropriate referrals. Comply with applicable banking regulations as well as Bank policies and procedures.
Essential Functions - may include, but are not limited to:
· Ensure company service standards are continually achieved in areas of responsibility.
· Process customer financial transactions accurately, efficiently, and courteously.
· Establish an open dialogue with customers to cross-sell Bank products and services and make referrals to appropriate parties to meet their banking needs while maintaining the Bank’s privacy standards.
· Contribute to achieving established branch goals by recognizing and acting upon sales and referral opportunities.
· Recognize and adequately report all fraudulent, counterfeit, or suspicious activity by customers or employees to the Security Department.
· Maintain a safe and secure working environment by adhering to established security procedures.
· Maintain authorized cash supply.
· Accurately balance teller window and/or ATM machine daily.
· Work within the framework of the Bank’s security policy and program and the Bank’s loss prevention guidelines.
· Accurately complete forms, applications, and reports in accordance with procedures.
Compliance
· Maintain working knowledge of Bank policies and procedures, State and Federal laws and regulations.
· Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to:
· Bank Secrecy Act (BSA)
· Office of Foreign Assets Control (OFAC)
· USA Patriot Act
· All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet.
Other Functions
· Perform daily side work, including safe deposit boxes, tax payments, Savings Bonds, loan payments, cash advances, and coin/night deposit transactions.
· Ensure activities within assigned functional areas of responsibility comply with Bank policy and State and Federal Regulations.
· Perform other duties as requested.
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