Associate, Retail Channel
hace 5 meses
Provides high quality and efficient services to customer base adhering to all procedures and practices
Provides prompt, courteous and efficient services to the organization’s customers with precision and accuracy adhering to all procedures and practices established by management.
Ensures and promotes compliance and that all transactions are executed strictly within the established operating policies and procedures, and adheres to all applicable guidelines, regulations, policies and procedures.
Handle transactional services including, among others, deposits, withdrawals cashing checks, processing payments, transfers, sells manager/ officers checks following aligned with Bank’s policies and procedures.
Ensures workstation is fully prepared to execute transactions. Keeps established controls over keys, stamps and cash assigned.
Ensures compliance with cash management and maintaining cash limits established.
Balances the cash fund at the end of each shift and reports any discrepancies to the supervisor.
Maintains logs and registers transactions per established procedures.
Receives claims or inquiries from customers or potential customers. Manages those within their scope and refers others to the appropriate area.
Reports and escalates to management any suspicious transaction or activity observed within the Branch.
Balance and reconciliation of transactions.
Promotes and provides information on the bank’s products, services and channels. Identifies cross-selling opportunities and refers customer to peers and team members.
Other duties maybe assigned
EDUCATION AND EXPERIENCE:
Associate, technical degree or approved credits in Business Administration or related field required.
One (1) year of retail, customer service or cash register experience required.
Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.Excellent customer service and communication skills required in English and Spanish required, both verbal and written.
Basic mathematical skills required. Detail oriented and able to manage multiple priorities required.
Computer proficiency required. Knowledge of MS Office and other business applications preferred.
Availability to work based on the branch hours of operations, plus flexibility to work overtime according to business needs is required.
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