Concierge​/Cash Handling Specialist

Overview

The Concierge / Cash Handling Specialist will serve as the primary point of contact for all clients and prospects when interacting with the Huntsville banking office. The Concierge will commit to following the Bank’s Client Service Commitment in all interactions, with both external clients and internal clients (Bank associates). The Concierge will be vital in the day-to-day sales and operations of the banking office by being responsible for operating a cash drawer and servicing clients’ general banking needs.

This is a part-time, non-exempt hourly position that reports to the Director of Client Experience.

This is a part-time, non-exempt position working an average of 28 hours and maximum of 32 hours per week. The projected schedule would be from 9:30 a.m. to 3:00 p.m., Monday through Thursday, and 9:30 a.m. to 5:00 p.m. on Friday. Time off for lunch on Friday is available at your discretion (30 minutes to an hour).

Understand and process transactions according to the Bank’s Teller Transactions Policy and Procedure Manual, including but not limited to the following:

• Private Client and Commercial Deposits
• Withdrawals
• Transfers
• Check Cashing
• Loan Payments
• Loan Draws/Advances
• Loan Payoffs
• Cash Advances
• Savings Bond Redemptions
• Safe Deposit Box Payments
• Lockbox Services

Follow procedures and complete the following as needed:

• Follow proper identification procedures and customer confidentiality guidelines
• CTRs
• SARs
• Reg CC Holds, including providing proper documentation to the client
• Monetary Instrument Logs
• Robbery Procedures
• Completing Night Drop Processing & Log, Courier Logs, and Mail Logs
• Communicate effectively with leadership and internal operations to prevent fraudulent loss to the bank
• Assisting with monthly office audits

• Balance the cash drawer at day’s end
• Ensure all supplies are stocked for clients
• Count and roll loose coins as needed
• Balance the ATM
• Ensure office and individual desk area remains clean and clutter free
• Scan and balance proof work
• Perform other related duties as assigned.

• High school diploma or equivalent
• Minimum of 1 year Bank Teller experience
• Mathematical skills
• Ability to work in a fast-paced environment
• Ability to count cash and coin
• Good interpersonal skills

• Knowledge of bank products and services
• Understanding of federal bank regulations

The physical demands described are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls;

reach with hands and arms, and talk or hear. The associate is occasionally required to walk. The associate must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

The Bank’s professional working environment requires associates to communicate effectively, both verbally and in writing. Associates must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Associates may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high-risk situations (i.e., robbery), detailed instructions and procedures must be followed at all times to safeguard the Bank’s associates, clients, and assets.