Banking Solutions Representative jobs in United States
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Marion Center Bank · 3 months ago

Banking Solutions Representative

Marion Center Bank is seeking a Banking Solutions Representative to support the paying and receiving functions of the branch office. The role involves assisting customers with transactions, maintaining cash levels, and ensuring compliance with banking regulations.

Financial Services

Responsibilities

Responsible for performing a variety of duties to support the paying and receiving function of the branch office; coordinating work within the office, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information
Greets and serves customers in a friendly and courteous manner; assists customers with various transactions and account changes
Observes suspicious behavior and reports such activity to supervisor or other management personnel
Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel
Accepts deposits of various account types
Cashes checks within approved authority and operating policy; cashes Savings Bonds
Makes withdrawals for customers after verification of identity and available balance in accordance with Bank policy
Sells Cashiers Checks; processes cash advances; accepts check orders
Educates customers on product selections for accounts and financial services throughout the Bank
Processes stop payment orders
Places hold on foreign items or processes for collection
Accepts loan payments, safe deposit box rent, and other related payments
Processes night deposits and mail deposits
Opens and closes Holiday/Vacation Club, consumer checking, savings, and CDs; properly explains disclosures
Opens and closes safe deposit boxes
Assists with ATM balancing
Maintains an approved level of cash; turns in excess and mutilated cash
Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis
Prepares daily work for imaging and scans for balancing
Performs branch balancing
Prepares reports relating to the function, e.g., currency transaction, BSA reports, etc
Accepts applications for ATM/Debit Cards and Internet Banking; activates consumer Internet Banking accounts
Assists with vault cash verifications and balancing of cash advance machines; acts as dual control for all Teller functions
Completes changes and dispute forms for ACH and Debit Card transactions
Maintains supplies and an awareness of Banking Solutions Rep supply inventory control
Acts as dual control for all Banking Solution Rep functions
Coordinates specific work tasks with other personnel within the office as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel. Contacts customers as required to correct or complete transaction errors
Responds to inquiries relating to his/her particular area, or to requests from customers, other Bank personnel, etc., within given time frames and within established policy
Assists the Banking Solutions Specialist and Supervisor with various tasks and projects

Qualification

Banking Solution systemCash handling experienceMathematics skillsInterpersonal relationsSales skillsReading skillsCommunicative skillsPC skillsBank productsVisual skillsAuditory skillsOffice machines operationWriting skills

Required

A high school diploma or equivalent
Proficient reading, writing, grammar, and mathematics skills
Proficient interpersonal relations and communicative skills
Moderate sales skills
PC skills
Proficient knowledge of the Banking Solution system, transaction documents, and processing customer transactions
Knowledge of vault transactions and balancing
A working knowledge of bank consumer and business products and services, along with the operating policies and procedures that impact these products
Visual and auditory skills
Ability to operate various office machines
Ability to lift approximately twenty (20) lbs. of coin
Cash handling experience

Company

Marion Center Bank

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Marion Center Bank is banking institution offering services like savings, financial advisory and checking to it's customers.

Funding

Current Stage
Growth Stage

Leadership Team

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Michelle Peterson, SPHR
SVP/Chief Administrative Officer
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Steve Mildren
Chief Information Officer
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Company data provided by crunchbase