Under the direction of the Branch Operations Manager, the Resource Specialist has the general responsibility to oversee all Resource Associates within the office and to ensure the smooth and orderly operation of the Resource Associate line and related functions.
Essential Duties and Responsibilities
1.Oversee all Resource Associates and Assistant Resource Specialist for whom responsible; provide input and may participate in Resource Associate and Assistant Resource Specialist appraisal process.
2.Assist in scheduling all Resource Associates and Assistant Resource Specialist personnel in order to maintain proper staffing.
3.Assist in scheduling regular staff meetings for ongoing training.
4.Ensure that each staff member submits work to proof in a neat and orderly manner and that the Resource Associate and Assistant Resource Specialist daily balance sheets are properly prepared.
5.Ensure each Resource Associate and Assistant Resource Specialist balances every day and provide assistance to locate any differences.
6.Ensure that all differences are properly initialed and, if required, reported to the manager immediately.
7.Monitor and control all “detail responsibilities” generally performed by Resource Associates and Assistant Resource Specialist, delegating those duties in a manner which will maximize efficiency of the office.
8.Ensure that the appearance of the Resource Associate and Assistant Resource Specialist areas and personnel are neat, organized and in accordance with Bank policy.
a.Ensure that all negotiable and confidential records in the work area are properly secured each day.
b.Oversee proper dually controlled daily opening of the night depository and the processing of the contents therein.
c.Conduct regular unannounced audits of all Vault, Resource Associate, and Assistant Resource Specialist cash by maintaining a written signed record of each audit and reporting any exception to the manager.
10.Receive cash and checks for deposit, verify amounts and look for check endorsements.
11.Process cash through currency counter to guard against acceptance of counterfeit bills.
12.Cash checks for customers after verifying identification and checking account balances in accordance with bank policy.
13.Enter transactions into computer and issue customer receipts.
14.Count cash and balance cash and checks against computer records at end of shift.
15.Maintain required monthly cash balances on all cash boxes and vaults.
16.Prepare official checks as requested.
17.Explain bank services and charges to customers.
18.Make required monthly referrals for bank products and services to current and prospective customers.
19.Observe suspicious behavior and report any such activity to Head Resource Specialist and/or security personnel as appropriate. In the event of a robbery, remain calm and follow bank procedures to safeguard customers and staff.
20.Substitute as needed during lunches and short breaks and perform simple functions such as accessing safe deposit boxes and explaining ATM operations.
21.May be responsible for balancing Resource Associates and Assistant Resource Specialist to General Ledger.
22.Prepare balance sheets on Resource Associates and Assistant Resource Specialist as necessary.
23.Assist with monthly coaching of Resource Associates and Assistant Resource Specialist.
24.Assist with monitoring employees weekly and with reaching their set goals.
25.Responsible for their own Resource Associate drawer.
26.Adhere to the job duties as a Resource Associate.
27.Adhere to the BSA Policy and all other Bank Policies.
28.Other duties and responsibilities as may be assigned by supervisor.
Minimum Qualifications (Education, Experience, Skills):
•1 year of Resource Specialist Assistant experience or 2 years of Resource Associate experience.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled