Branch Specialist - Float

JOB SUMMARY

The Branch Specialist supports both teller line operations and customer service needs within the branch. This position performs a wide range of banking transactions, from routine cash handling to assisting customers in an office setting with account openings/updates, wire transfers, consumer loan requests and other account-related functions.

• Maintain working knowledge of all Bank products, including their benefits, requirements and related policies, procedures and regulations
• Perform an extensive variety of customer transactions in accordance with Bank policies, procedures and regulations
• Recognize customer needs and refer appropriate bank products to support growth in our customer base
• Originate new customer accounts and/or perform a variety of maintenance updates required within the compliance standards
• Accurately processes large amounts of cash in an organized, timely, and accurate manner
• Balances own cash drawer daily within the prescribed balancing guidelines
• Prepare and review customer wire transfer requests
• Initiate, process, and close various consumer loans
• Adhere to branch security practices and guidelines (secures workstation, keys, combinations, customer information, etc.) and regulatory compliance
• Ensure proper documentation and compliance for all new accounts and account maintenance
• Support fraud prevention by adhering to security procedures and educating customers as needed
• Demonstrate strong customer service skills to promote a positive representation of the Bank in both in-person and telephone interactions
• Perform other duties as needed or assigned