Service Associate

Description

OVERVIEW

Accurately and efficiently processes all customer transactions in accordance with established policies and procedures, while providing excellent customer service. Contribute to the overall sales and service goals of the branch by supporting sales plans that are aligned with the overall business targets. The Service Associate is a key banking position that makes up the frontline within the Branch, and acts as a resource in identifying, resolving, and processing client servicing and transaction requests. 

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information.
• Cross-sell and up-sell bank products by answering inquiries, inform customers of new services and product promotions, determine customer needs, and refer to platform as appropriate.
• Maintain logs and process mail, night drop and ATM transactions.
• Record transactions by logging Cashier's Checks, Money Orders, and other special services.
• Prepare and submit counterfeit currency and suspicious transaction reports.
• Perform daily, monthly, quarterly, and annual audits to ensure operational soundness. 
• Perform daily cash drawer and branch balancing by proving cash transactions and electronic journal entries against end of the day totals, count and package currency and coins for shipment.
• Reconcile check transactions and submit a batch deposit daily prior to completing the branch proof.  
• Comply with bank operations and security procedures by performing all dual-control functions and participate in monthly security meetings. 
• Assist other branch personnel as required.
• Must be willing to work flexible shifts including Saturdays and be willing to cover other branches when needed.

SUPERVISORY RESPONSIBILITIES

This job does not have managerial responsibilities.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• High School Diploma or GED
• Experience in cash handling is preferable
• Basic PC, MS Word and Excel proficiency
• Experience in customer service and/or sales experience 
• Good communication skills
• Attention to details
• Strong math aptitude  
• Excellent customer service abilities and able to build customer relationships
• Must be a team player with willingness to work in other branches on an as needed basis 
• Strong sense of integrity and personal ethics
• Solid working knowledge of Bank products and services

OTHER QUALIFICATIONS

• Clear and effective communicator 
• Collaborative team player 
• Detail-driven with a high level of accuracy

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job.

Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions. 

Travel: Travel to client offices, prospects, branches, and industry events.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

WORK ENVIRONMENT

While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY

Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.