Financial Service Associate

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Financial Service Associate

Financial Service Associate Department: Banking Department Reports to: Community Office Manager FLSA: Non Exempt Position Summary Performs customer services, such as opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customers with questions concerning the Bank’s services. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. Primary Job Tasks and Responsibilities . Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances . Receives mortgages, consumer loan and other payments and ensures the payments match balances due. Enters payment into system and generates receipt for the customer. . Counts, checks and packages coins and currency. . Promotes and explains other Bank services such as consumer and mortgage loans, IRA’s, certificate of deposits, safe deposit boxes, and other services. . Ensures that the desk is properly stocked with forms, supplies, etc. . Provides a complete range of customer services at the Bank, including opening new accounts, explaining Bank products and services, and gathering customer information to process new and existing accounts. . Answers telephone inquires and written inquires concerning Bank products and services . Perform general clerical duties to include but not limited to: photocopying, faxing, mailing, and filing . Develops and maintains strong working relationship with all levels of management, staff and outside clients and vendors . Performs other duties as assigned Revere Bank Culture . Maintains a thorough working knowledge of all laws and regulations, as well as Bank policies and procedures applicable to the position, and satisfactorily completes all required compliance training . Maintains Confidentiality of Organizational and Customer Related Information Skills Needed . Flexibility . Initiative . Confidentiality . Reliability . Attention to Detail and Accuracy . Communication Skills – Verbal & Written . Organizing and Planning . Teamwork . Prioritizing . Highly proficient in MS Office . Judgment . . . Education/Experience . . High school diploma or GED, . One-two years of Cash Handling or Customer Service experience required .

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