Under the direction of the Branch
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
- Oversee all Resource Associates
and Assistant Resource Specialist for whom responsible; provide input and
may participate in Resource Associate and Assistant Resource Specialist
- Assist in scheduling all Resource
Associates and Assistant Resource Specialist personnel in order to maintain
- Assist in scheduling regular staff
meetings for ongoing training.
- 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
- Ensure each Resource Associate and
Assistant Resource Specialist balances every day and provide assistance to
locate any differences.
- Ensure that all differences are
properly initialed and, if required, reported to the manager immediately.
- 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.
- Ensure that the appearance of the Resource
Associate and Assistant Resource Specialist areas and personnel are neat,
organized and in accordance with Bank policy.
- Ensure that all negotiable and
confidential records in the work area are properly secured each day.
- Oversee proper dually controlled
daily opening of the night depository and the processing of the contents
- 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.
- Receive cash and checks for
deposit, verify amounts and look for check endorsements.
- Process cash through currency
counter to guard against acceptance of counterfeit bills.
- Cash checks for customers after
verifying identification and checking account balances in accordance with
- Enter transactions into computer
and issue customer receipts.
- Count cash and balance cash and
checks against computer records at end of shift.
- Maintain required monthly cash
balances on all cash boxes and vaults.
- Prepare official checks as
- Explain bank services and charges
- Make required monthly referrals
for bank products and services to current and prospective customers.
- 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.
- Substitute as needed during
lunches and short breaks and perform simple functions such as accessing
safe deposit boxes and explaining ATM operations.
- May be responsible for balancing Resource
Associates and Assistant Resource Specialist to General Ledger.
- Prepare 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
- Adhere to the job duties as a
- Adhere to BSA/AML policy and all
other bank policies.
- Other duties and responsibilities
as may be assigned by supervisor.
Minimum Qualifications (Education,
year of Resource Specialist Assistant experience or 2 years of Resource
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.
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
The noise level in the work environment is usually
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
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,
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