Summary: Provides exceptional customer service. Serves Customers by completing various banking transactions efficiently and accurately while adhering to check cashing and withdrawal authority limits. Accurately balances cash drawer daily. Identifies referral opportunities and actively promotes BankFinancial.

Essential Duties and Responsibilities

Customer Service/Sales

• Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.

• Maintains working knowledge of Bank, Wealth Management, and Financial Assurance products and services in order to answer routine Customer inquiries and explain basic Bank regulatory policies and procedures.

• Answers customer inquiries related to account balances, Bank services and general information efficiently and professionally.

• Promotes Bank products and services through identifying referral opportunities and directing Customers to the appropriate Bank representative.

• Meets or exceeds all established sales goals assigned by identifying the needs of potential and existing Customers, offering appropriate products and services, and referring qualified clients.

Branch Operations

• Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.

• Issues negotiable instruments, accepts loan payments, and processes cash advances.

• Accurately enters Customers’ transactions into computer to record transactions and issues computer generated receipts.

• Orders daily supply of currency/coin and verifies incoming and outgoing currency/coin. Counts and packages currency; sells excess currency and mutilated currency; and maintains proper levels of currency/coin according Bank policy and procedures.

• Balances currency/coin, checks and other transactions to figures displayed in teller platform system.

• Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.

• Complies with bank operations and security procedures by participating in all dual control functions and audit procedures.

• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

• Participates in and attends branch sales/operational/team building meetings as scheduled.

• Completes all required training.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)
Required Experience:

• High school diploma or general education degree (GED)

• Previous cash handling experience preferred