Act as Operations Center Receptionist. Answer multi-line phone and direct calls. Greet customers. Photocopy, compile packets, booklets, mailings, and assist with general clerical duties. Assist and support Branch Administration staff in all assigned duties.
Typical Job Entry Requirements
(To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.)
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High school diploma
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Previous experience in a receptionist/administrative assistant/secretarial position
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Knowledge of multi-line phone systems and a working knowledge of computers, copy and fax machines
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Previous branch experience preferred
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Microsoft Word and Excel
Primary Activities
(Essential duties and responsibilities include the following.
Other duties may be assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
·
Answer multi-line phones and direct telephone calls
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Greeting Customers
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Distributing mail within the department
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Prepare staff meeting minutes
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Responsible for Harland Clarke check order returns and ACH transactions.
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Complete Branch Ranking Report
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Complete Excessive Savings Withdrawal monitoring
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Complete and monitor charge back Returned Items fees
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Responsible for various other manual ticket entries
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Responsible for branch birthday cards
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Completion of the following monthly reports:
o
Board Reports
o
ATM reports for the Correspondent Banking Manager
o
Closed CD Report
o
Overtime Summary for all regions
o
FirstPlus Replacement Card Fee report
o
StartFresh report
o
Fee Reports
§
Valut Averages
§
NSF Fee Income
§
Teller Fee Analysis
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Performs miscellaneous job-related duties as assigned by supervisor
Competency/Skill Level
(The behaviors, knowledge, and motivations important to success in the job.)
·
Written and Oral Communication skills
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Initiative
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Customer Service Orientation
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Problem Assessment and Solving skills
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Teamwork
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Practical Learning skills
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Attention to Detail/Organization skills
Key Behaviors
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Telephone Etiquette
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Services Internal/External Customer
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Recognizes and Follows Through on Referral Opportunities
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Personal Development
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Teamwork
Bank Secrecy Act
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Maintain sufficient knowledge and understanding of the Bank Secrecy Act, Anti-Money Laundering/Anti-Terrorist Financing/PATRIOT Act and OFAC regulations
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To be able to fulfill applicable requirements and responsibilities under the bank’s related policies and programs.
Critical Job Elements
(Essential duties and responsibilities include the following.
Other duties may be assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
·
Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors.
·
Above average physical effort of hand and eye coordination, and dexterity of hand and fingers to work efficiently and accurately.
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Above average mental effort consisting of concentration and memory.
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Above average verbal and written communication skills.
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Orion First Financial, LLC provides primary and back up lease servicing, complete portfolio management, and advisory/consultative services…
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