This position is responsible for providing exceptional client service including efficient and accurate transaction processing.
STATEMENT OF EXPECTATIONS:
Community First Bank/HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:
Adhering to the Company’s policies and supporting Management decisions and goals in a positive, professional manner.
Representing the Company with a high level of integrity and professionalism.
Maintaining knowledge and understanding of banking rules, regulations, laws, and all policies and procedures pertaining to them including but not limited to, the Bank Secrecy Act (BSA) Regulation E and Regulation CC.
Demonstrate a willingness to adapt to changing business needs and deadlines.
Possessing a work ethic that includes neatness and dependability.
Exhibiting a professional, business-like appearance and demeanor.
Lead by example to create a positive ”can do” environment that makes clients and employee’s feel welcomed and appreciated.
Provide remarkable service to our clients every day to include following the defined Service Standards as determined by the Company.
Maintain a high level of security for all our clients on each and every transaction by following bank established protocols each and every time.
Maintain an adequate cash drawer at all times; including buying and selling currency from the vault as necessary and maintaining a high level of security.
Conduct routine transactions within limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals).
Verifies cash and processes change orders.
Identify transaction mistakes when debits and credits do not balance.
Process transactions such as, night deposits and mail deposits.
Process Health Savings Transactions.
Order foreign currency/drafts, and place travel notices.
Balance and submit batches throughout the day
Balance cash drawer at end of shift, verify Deposit Review and conduct close of day after all batches have been submitted
To be able to proficiently process wire transfer requests after completing appropriate training.
Provide additional products including Cashier’s Checks, Personal Money Order.
Provides routine information concerning bank services and products to include account information and copies of statements; or directs client to appropriate department for specific information.
Assist clients in accessing safety deposit boxes.
Accepts stop payment on checks.
Document scanning and reviewing.
Proficiently answer client phone inquiries.
Be proficient at all tasks associated with a CSS1 as determined by the Bank (provided separately).
EDUCATION AND EXPERIENCE REQUIREMENTS:
Requires High School Diploma or equivalent.
Requires six (6) months cash handling and client service experience.
Six (6) months banking experience preferred
KNOWLEDGE, SKILLS AND ABILITIES:
Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both clients and co-workers.
Strong communication and organizational skills.
Detail oriented, high degree of accuracy.
Competence with computers, telephone, 10-key calculator and other office machinery.
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