Branch Support Services Representative

GENERAL FUNCTION

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

• 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:
  • Edits, corrects, and processes transactions to customer accounts – processes research and adjustments.
  • Captures, indexes and manages customer documentation in centralized system- processes outgoing mail.
  • Verifies and balances bank accounts, monitors and clears exceptions.
  • Balances all teller related activities- processes incoming mail- processes returned mail- processes credit verifications.

• 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.

• 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.