Counselor, Savings (FT)
Compensation: $51,130.00 - $79,090.00 /year *
Employment Type: Full-Time
Industry: Social Services/Counseling
The Full-time Savings Counselor role will provide savings bank services to new and existing customers in an efficient and reliable manner consistent with government regulations and bank policy and procedures.
Duties and Responsibilities Include:
Promotes the sale of Bank products and services to customers through our internal sales process in order to maximize banking relationships.
Responds to customer requests by answering questions regarding service, products, and account information and processing requests for various banking services.
Processes the opening of accounts by collecting and verifying identification as required by the Customer Identification Program in accordance with BSA. Ensures customer receives appropriate disclosures in accordance with Regulation DD.
Processes transactions including the closing of accounts and executes changes following established procedures. Deters fraud by checking validity of all documentation received from customers, examining and collecting pedigree information, examining checks for endorsements. Verifies appropriate hold codes and other information such as dates, bank names, and the legitimacy and/or negotiability of all items received.
Orders ATM and Debit MasterCards for customers through core system, ensuring correct information for appropriate delivery and to mitigate risk.
Performs clerical tasks assigned by Branch Management Team and Head Teller including filing, locating account records, scanning of work, and updating account information on the core system.
Adheres to current shred procedures to be compliant with Regulation P
Analyzes and rectifies customer concerns through satisfactory verbal and written communications by following established procedures.
Performs follow-up phone calls to customers to ensure exceptional level of service and all pending items received.
Acquires comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers.
Verifies accuracy of monetary transaction by employing basic math skills and utilization of a calculator.
Processes various customer transactions through effective use of the Bank's core operating system and cash dispenser.
Balances daily by counting cash, adding checks, listing transaction totals, and various ledger items. Additionally, identifies and corrects transaction errors when debits and credits do not balance.
Ensures regulatory compliance by applying bank policies and procedures when processing transactions.
Performs scanning of checks and ensures proper bank endorsement in order to receive accurate credit and settlement in accordance with Regulation CC.
Sells currency as necessary to Head Teller in order to mitigate risk and be compliant with set cash limit.
Distributes referral coupons to encourage customers to utilize the Bank's referral program.
Assists with training of new teller trainees, by demonstrating and teaching appropriate transaction processing, observing and correcting the trainees as they perform transactions, and assisting them in preparing to open their own teller box.
Education& Experience Requirements:
High School Diploma or G.E.D. equivalent.
Teller and or Customer Service experience required.
Above average verbal and written communications skills preferred.
Basic math skills
Proficient with the use of a Personal Computer
Basic knowledge of Microsoft Office.
PandoLogic. Category: Finance, Keywords: Bank Teller
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.
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