Quick Overview
Job Description
Location : Onsite at the location listed in the job posting.
SUMMARY
Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Operational efficiency
- Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures.
- Process deposits, withdrawals, transfers and loan payment transactions for customers.
- Process miscellaneous transactions (bonds, municipal coupons, money orders, etc.).
- Assist in daily balancing and processing of ATM(s), including the processing of all entries.
- Assist in the verification of deposits in the night and lobby depository.
- Assist with the dual control vault responsibilities.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Client experience
- Deliver excellent client experiences consistently and promptly resolve client issues effectively.
- Ensure an excellent overall client experience by assisting clients with select service needs.
- Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Sales and service
- Identify cross selling opportunities and refer clients/prospects to the appropriate team.
- Promote bank products and services to further enhance client relationships.
Compliance and risk management
- Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Perform all other job related duties as assigned
SUPERVISORY RESPONSIBILITIES
No supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the education and experience required and/or preferred as noted.
High school diploma or GED required and 6 months of cash handling or teller experience strongly preferred or equivalent combination of education and experience.
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite
In addition, 10-key calculator; coin counter
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
Not necessary
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
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