Job Description

Job Title

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Essential Duties and Responsibilities

• Deliver exceptional client interactions that emphasize accuracy, speed, problem resolution, risk mitigation, and personalized engagement.
• Handle client transactional needs, including deposits, withdrawals, check cashing, credit card advances, money orders, negotiable items, and loan payments.
• Respond to client servicing requests such as account maintenance and service charge inquiries, applying product and procedural knowledge to resolve issues quickly and effectively.
• Build, maintain, and grow client relationships through high-quality, personalized interactions, both in-person and via outbound phone calls.
• Educate clients on digital solutions (mobile, online, and ATM banking) to promote convenience and self-service adoption.
• Refer clients to internal business partners as financial needs are identified.
• Support financial center operations, including opening/closing procedures, vault management, night depository, cash drawer setup, workstation preparation, and balancing.
• Assist in managing operational loss through fraud detection, hold placement, seeking supervisory overrides as needed, and maintaining superior balancing standards.
• Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
• Uphold professionalism standards, including appearance, demeanor, and workstation organization.
• Actively manage the lobby by greeting, engaging, and directing client traffic.
• Perform research, special projects, and other duties as assigned by management.

Minimum Required Education, Experience & Knowledge

• High School diploma or GED required.
• 6 months of cash-handling, retail, or teller experience required
• Previous sales and referral experience strongly preferred.
• Must comply with all applicable federal, state, and local banking laws and regulations, including the Bank Secrecy Act.

Essential Mental & Physical Requirements

• Ability to work Financial Center hours, including weekends and evenings, and to travel as required.
• Ability to work under stress and meet deadlines
• Ability to lift/move/carry approximately 50 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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