What are the responsibilities and job description for the Transaction Banker position at First Bank?
Do you enjoy getting to know new people and having conversations? Then becoming a Transaction Banker with First Bank would be a great fit for you! As a Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
- Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
- Create money orders, official checks, etc.
- Scan transactions into system for processing
- Provide timely, courteous and professional customer service
- Build appropriate relationships with customers to better understand their banking needs
- Responsible for having an in depth understanding of transactional processes and retail bank products
- Assist customers with resolution of account concerns and issues
- Promptly and cheerfully answer phone calls and greet in a professional manner.
Cash Handling:
- Accurately process transactions evidenced by balancing daily
- Ensure assigned cash drawer is kept secure at all times
- Keep cash drawer within assigned drawer limits
- Balance ATM, vault, etc. as assigned
Referrals:
- Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
- Support the overall sales effort by referring customer to others within the bank for financial solutions
- Participate in retail product campaigns the bank initiates
Other:
- Work as one collective bank team and assist in other departments as needed
- Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
- Complete training as needed or required
- Other duties as assigned
To be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed.
This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year).
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets