Provides a variety of banking services to Morris Plan customers by assisting with product/service information, handling transactions in an accurate and timely manner and providing excellent customer service.
Typical Job Entry Requirements
(To perform this job successfully, an individual must be able to perform each satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.)
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High school diploma or equivalent.
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Previous teller experience a plus.
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Cash handling experience.
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10-key calculator skills.
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Must enjoy customer contact.
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.)
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Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer.
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Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances.
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Receives loan payments and processes loan payoffs.
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Responsible for handling and balancing cash drawer at end of shift.
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General filing duties.
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Fill in on receptionist duties as needed.
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Provide excellent customer service to customers by identifying their needs.
Competency/Skill Level
(The behaviors, knowledge, and motivations important to success in the job.)
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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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Detail Oriented
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Organizational skills
Key Behaviors
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Provides Proper Telephone Etiquette to Internal/External Customers
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Services Internal/External Customer Requests/Inquiries
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Reviews Required Documentation for Accuracy and Completeness
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Recognizes and Follows Through on referral Opportunities
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Personal Development as Established with Manager
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.)
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Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors.
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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 complexity of decision making, concentration and memory.
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Above average verbal and written communication skills in order to process customer’s transactions accurately.
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