Banking Associate

Location:

Winchester, VA

Compensation: $70,000.00 - $90,000.00

• Manage individual cash drawer and process customer transactions.
• Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards.
• Assist customers with account maintenance, service issues and inquiries including change of address, debit card servicing, stop payment, etc.
• Assist with all bank functions (e.g., night drop, notary, ATM duties).
• Cross-sell additional bank products other than those requested by the customer.
• Achieve stated individual sales goals.
• Refer clients to other departments.
• Provide exceptional customer service.
• Be flexible and adaptable to frequent changing environments, especially when working outside of the home branch.
• Stay up-to-date with all technology and remote services.
• Attendance: reporting to work on time and on scheduled days at the scheduled location.
• Face-to-face interaction with co-workers and the ability to work in a team environment.

• Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager.
• Process loose coin and maintain the coin machine.
• Facilitate cash shipments/orders.
• Assist in balancing vault and ATM cash.
• Order branch supplies as required by branch activities.
• Assist customers in entering their safe deposit boxes.
• Log activity and customer interaction in Synapsys.
• Liaison to special projects.

• Computer/Software training.
• Product‑specific training (e.g., IRA’s).
• Quality customer service, including telephone etiquette.
• Bank security.
• Regulation CC (Procedures for placing holds on checks).
• HR training.
• Bank Secrecy Act.
• Privacy Act.
• Other compliance training as assigned.

Each Banking Associate must possess well‑refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch.

Proficiency in the training requirements listed above will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements.

Depending on the role, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. Some duties require the ability to lift up to 45 lbs.

• Entry level

• Full‑time

• Finance and Sales