Job Description

JOB SUMMARY:

Under the direct management of the Branch Manager, the Branch Service Representative III will process operational functions listed below The Branch Service Representative III has a very good understanding and knowledge of products and services designed for business and consumer customers. Has the ability and knowledge to perform routine and non-complex tasks independently. All employees should embrace C3bank’s mission statement and incorporate it into their daily interactions.

PRIMARY RESPONSIBILITIES

• The Branch Service Representative III represents the frontline of the bank and expands customer relationships by providing prompt and exceptional service to customers both internal and external.
• Independently responds to and assists customers with inquiries and requests from basic to complex.
• Operates a cash drawer including vault cash.
• Assist in ordering and verifying cash from FRB.
• Processes various types of transactions, including complex customer issues with management guidance.
• Accurately processes all teller transactions
• Handles wire transfer requests and fully un derstands wire processing procedures and policy as it relates to documentation, verification and validation for domestic, international and Foreign Currency (FX) wire transfers. .
• Assist management with daily reports and the preparation of daily, weekly, and monthly reporting, as assigned.
• May assist management with conducting cash audits.
• Assist branch certification as may be assigned by management.
• Independently knowledgeable to open New Accounts in BPM efficiently and accurately including regulatory requirements, gathering of proper documentation, and the customer CIP, CDD and Beneficial Ownership processes, as applicable. Full understanding of products and services to cross-sell.
• Reviews new account documentation and prepares for approval.
• Processes account maintenance, such as but not limited to supersedes.
• Review daily assigned reports
• Resolves or escalates complex online banking issues.
• Understands and observes branch leadership protocols.
• Ensures understanding of and adherence to bank policies and procedures.
• Complies with all bank operations and security procedures and adheres to all dual control functions.
• Conduct and review OFAC, Biz Chex, and ChexSystems inquiries.
• Branch opening and closing responsibilities.
• Responsible for continuous training and development around job responsibilities
• Incumbent may be assigned other duties as assigned by supervisor/manager

BACK-UP RESPONSIBILITIES

• Back-up the Branch Service Representative I / II job duties, as needed.

ADDITIONAL RESPONSIBILITIES

• Maintains highest levels of confidentiality with customer and bank information
• Provide great service to internal and external customers
• Completion of required training assigned by due date
• Comply with all C3bank Policy and Procedures
• Duties will be conducted in accordance with all regulatory requirements Adherence to the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.

SUPERVISORY RESPONSIBILITIES:

•   N/A

KNOWLEDGE AND SKILL REQUIREMENTS:

Knowledge of, adherence to, monitoring and responsibility for compliance with state and federal laws and regulations affecting the financial services industry as they pertain to this position including but not limited to the following: Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Customer Privacy requirements, protecting customer Privacy and the Community Reinvestment Act.

• Work requires good written and verbal communication.
• Great interpersonal skills. 
• Work requires willingness to work a flexible schedule.
• Time management, prioritizing, multi-tasking, and communication skills

EDUCATION AND EXPERIENCE REQUIREMENTS:

Applicants must be able to perform each essential duty satisfactorily. The requirements listed below represent the minimum knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Minimum of 3+ years of banking experience
• Good organization skills
• Detail oriented
• Must be able to work in a team environment
• Good math and problem solving
• Basic computer knowledge including proficiency in Microsoft Word, Excel, and Outlook
• Knowledge of banking applications and operations
• Must have a high school diploma or equivalent

PHYSICAL DEMANDS:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must have effective verbal, written and listening communication skills. Ability to operate objects, tools, or controls. This position involves sitting or standing for long periods of time and visual exposure to computer screens for extended periods of time. Must have the ability to read required documents and reports. 

The individual in this position may be required to push, pull, lift and/or carry up to 25 pounds.

The noise level in the work environment is moderate.

Job Tags

Similar Jobs