Branch Support Services Representative

GENERAL FUNCTION

Provides assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned.

 

MAJOR DUTIES AND RESPONSIBILITIES

· Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of the department.

· Follows established procedures and management policies to provide good system controls and files to safeguard financial information.

· Maintains sufficient records for good audit trails of all transactions handled by the department.

· Meets reporting deadlines as directed.

· Performs job functions of the department, including but not limited to:

o Edits, corrects, and processes transactions to customer accounts – processes research and adjustments.

o Captures, indexes and manages customer documentation in centralized system- processes outgoing mail.

o Verifies and balances bank accounts, monitors and clears exceptions.

o Balances all teller related activities- processes incoming mail- processes returned mail- processes credit verifications.

 

ADDITIONAL RESPONSIBILITIES:

· Maintains accurate department records.

· Assists in research on an as needed basis.

· Knowledgeable of bank transcodes and their usage for all applications.

· Knowledgeable of all bank products and services.

· Performs any other duties needed in the maintenance of the department or any other department as directed by management.

· Assists other departments as needed.

 

 

JOB QUALIFICATIONS

· High school graduate or equivalent.

· One year of operational experience, customer service experience or equivalent.

· Must be able to set priorities and demonstrate excellent organizational skills.

· Good communication skills, both verbal and written.

· Ability to interact well with all bank personnel.

· Ability to perform repetitive tasks and to operate well within time restraints.

· Demonstrated ability in working with computers.

· Must be able to follow specific instructions.

· Must have good motor skills, continuous movement of hands.

· Ability to perform repetitive tasks.

· Ability to sit for extended periods of time.

· Demonstrates proficiency and commitment to excellence in performance of duties.

· Knowledgeable of regulations governing transactions in relation to deposit and loan accounts

· Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations.