SUMMARY This position is the face of the branch and responsible for completing all types of new and existing client transactions in an accurate courteous and efficient manner. The incumbent knowledgeably addresses client questions and concerns. The incumbent identifies opportunities to deepen relationships by identifying needs for additional products and services and makes appropriate referrals. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides a consistent and high level of service that exceeds client expectations and reflects in individual service scores Identifies opportunities to refer products and services to new and existing clients to meet monthly sales goals Operates within assigned cash limits and processes client deposits withdrawals transfers payments and account maintenance activities efficiently and accurately Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day Processes daily mail night drop and ATM transactions in dual custody as assigned and balances ATM when applicable Daily uses Transaction Management Systems (TMS) Encodes and scans branch transactions each day Processes incoming and outgoing cash shipments in dual custody Places holds on transactions as determined by Bank procedures Executes account stop payments as determined by Bank procedures Issues negotiable instruments in accordance with the Bank Secrecy Act Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed May performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts including check orders debit card orders address changes and updated or superseded signature cards Understands and complies with Bank policies procedures and regulations governing job responsibilities ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management Demonstrates high level of quality work attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution Familiarity with Windowsbased personal computers Proficient with Microsoft Office Suites (Outlook Word Excel) Effective time management skills with ability to prioritize Ability to relate well to all kinds of people with focus on the client Actionoriented contributor with a high energy level to serve client and branch needs Actively seeks opportunities to grow in position and career COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job. Standing walking and squatting less than fifty percent of the work shift Required to lift move and carry up to 40 pounds Ability to read count and write to accurately complete all documentation and reports Must be able to see hear and speak in order to communicate with employees and other customers Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment. The work space is clean orderly properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom computerbased webbased and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity. SUNWEST BANK SWB123
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