Under the direction of the Branch
Operations Manager, has the general responsibility to oversee all Resource
Associates within the office and to ensure the smooth and orderly operation of
the Resource Associates line and related functions.
Essential duties and Responsibilities:
- Resource Associate Activities
- Oversees all Resource Associates
and Assistant Resource Specialist for whom responsible; provides input
and may participate in Resource Associate and Assistant Resource
Specialist appraisal process.
- Assist in scheduling all Resource
Associates and Assistant Resource Specialist personnel in order to maintain
- Assist in scheduling regular
staff meetings for ongoing training.
- Ensures that each staff member
submits work to proof in a neat and orderly manner and that the Resource
Associate’s and Assistant Resource Specialist’s daily balance sheet are
- Ensures each Resource Associate
and Assistant Resource Specialist balances every day. Provides assistance to locate any
differences. Ensures that all
differences are properly initialed and if required, reported to the manager
- Monitors and controls 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.
- Ensures that the appearance of
the Resource Associate’s and Assistant Resource Specialist’s areas and
personnel are neat, organized and in accordance with Bank policy.
- Ensures that all negotiable and
confidential records in the work area are properly secured each day.
- Oversees proper dually controlled
daily opening of the night depository and the processing of the contents
- Conducts regular unannounced
audits of all Vault and Resource Associate’s and Assistant Resource
Specialist’s cash, maintaining a written signed record of each audit, reporting
any exception to the manager.
- Receives cash and checks for
deposit, verifies amounts and looks for check endorsements. Processes cash through currency counter to
guard against acceptance of counterfeit bills.
- Cashes checks for customers after
verifying identification and checking account balances in accordance with
- Enters transactions into computer
and issues customer receipts.
- Counts cash and balances cash and
checks against computer records at end of shift.
- Maintains required monthly cash
balances on all cash boxes and vaults.
- Prepares official checks as
- Explains bank services and charges
- Makes required monthly referrals
for bank products and services to current and perspective customers.
- Observes suspicious behavior and
reports any such activity to Head Resource Specialist and/or security
personnel as appropriate. In the
event of a robbery, remains calm and follows bank procedures to safeguard
customers and staff.
- Substitutes as needed for customer
service person during lunches and short breaks, and can perform simple
functions such as accessing safe deposit boxes, and explaining ATM
- May be responsible for balancing Resource
Associates and Assistant Resource Specialist to General Ledger.
- Prepares balance sheets on Resource
Associates and Assistant Resource Specialist as necessary.
- Assist with monthly coaching of
Resource Associates and Assistant Resource Specialist
- Assist with monitoring employees
weekly and with reaching their set goals.
- Responsible for their own Resource
- Adheres to the job duties as a
- Adheres to the BSA Policy and all
other Bank Policies.
- Other duties and responsibilities
as may be assigned by supervisor.
Minimum Qualifications (Education,
is a single incumbent position within specific banking offices.
year of Resource Specialist Assistant experience or 2 years of Resource
Physical Demands and Work Environment
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.
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.
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.
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.
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