Resource Associate

Position Summary: 

Processes a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payment in accordance with bank policy and procedures; maintains appropriate level of cash on hand; record all transactions accurately; responsible for managing and balancing cash draw daily; and provides customer service by promoting and selling bank services.

Essential duties and Responsibilities:

1. 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.
2. Cashes checks for customers after verifying identification and checking account balances in accordance with bank policy.
3. Enters transactions into computer and issues customer receipts.
4. Counts cash and balances cash and checks against computer records at end of shift.
5. Prepares official checks as requested.
6. Explains bank services and charges to customers.
7. Makes required monthly referrals for bank products and services to current and perspective customers.
8. Observes suspicious behavior and reports any such activity to 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. 
9. 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 operations.
10. Adheres to the BSA Policy and all other Bank Policies.
11. Other duties and responsibilities as may be assigned by supervisor.