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Banking Associate

Description
Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook, and a professional manner while maintaining confidentiality. Focused on meeting branch goals.
DUTIES:
Determine customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts and Individual Retirement Accounts (IRAs). Meet enrollment goals for ancillary products.
Accurately process customer banking transactions in teller system.
Exhibit and apply a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage
Maintain a basic understanding of loan, investment, and merchant products and refer customers to appropriate Bank personnel to help branch meet referral goals
Order and ship currency through the Federal Reserve to maintain the branch's vault limits or meet customer demand.
Transfer funds from the main vault to the drop vault and/or cash recycler to meet expected daily demand
Transfer currency to and from the drop vault and/or cash recycler to tellers according to cash handling standards
Monitor all drawer limits, including Banking Associate, Vault, Drop Vault, TCR, TCD and ATMs.
Provide loan and deposit information regarding the structure and design of bank products including features/benefits, rates, terms, interest calculations, payment applications, balance and statement information.
Investigate and correct errors reported by customers
Opens Depository Accounts
Maintain branch's safe deposit box system including new rentals, access to rented boxes, payments and maintenance.
Accept requests to wire funds
Create necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs and debit cards.
Demonstrate an understanding of the impact of federal regulations on daily activities and stay abreast of changes through completion of training classes.
Perform other duties as requested.
Requirements
High School degree or GED
Direct customer contact experience desirable
Sales and computer experience desirable.



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