Martin Skyhawk Personal Banker

Martin, TN, United States3d ago

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compliancecustomer service

· Greet all customers in a courteous and professional manner

· Open all new accounts accurately and efficiently according to regulation and bank policy

· Scan all new account documents in a timely manner

· Maintain a balanced and neat cash drawer

· Complete all deposits, withdrawals and payments accurately and efficiently while providing excellent customer service

· Maintain working knowledge of CSI’s online applications

· Maintain working knowledge of proper compliance procedures in the deposit area

· Work night deposits and ATM deposits under dual control

· Direct and refer customers to appropriate bank department for service when necessary

· Complete holds to necessary customer deposits

· Log all individual cash transactions over $3,000 on CTR log

· Complete Currency Transaction Reporting (CTR) as necessary

· Keep all work areas neat and clean

· Research and resolve customer issues

· Assist in solving customer problems

· Refer and cross-sell products

· Accurate completion of required audit logs

· Adhere to all bank policies

· Ensure all necessary equipment is in working order including but not limited to drive-up equipment and ATM

· Oversee balancing and maintenance of the ATM

· Ensure all negotiables and confidential records in the teller/CSR area are properly secured each evening

· Answer branch phone calls promptly and deal with those calls accurately and in a professional manner

· Attend all necessary staff training

· Attend all bank sponsored activities

· Attend civic activities and events

· Assist customers with all online and mobile banking issues and questions

· Accept yearly Safe Deposit Box payments

· Ensure all bank information and systems are protected

· Assist branch management and branch administrator with any other duties as assigned

· Minimum of two years with a similar financial institution

· Working knowledge of bank policies and procedures

· Working knowledge of deposit compliance regulations

· Strong communication and interpersonal skills

· Strong attention to detail

· Self-motivator

· Able to prioritize