Relationship Associate

Job Description

Relationship Associate

Job Duties:

The Relationship Associate is responsible for conducting front line cash drawer transactions in an accurate and timely manner. Also responsible for maintaining existing relationships and generating new relationships and servicing all specific branch deposit products and services. Exceptional customer service while maintaining essential controls and safeguards is mandatory.

Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into computer records.

Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances

Places holds on accounts for uncollected funds

Counts checks and packages coins and currency

Promotes and explains other financial institutions services such as safe deposit boxes, money orders or checks

Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into the computer. Generates customer receipts

Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary

Ensures the teller station is properly stocked with tickets, supplies and forms

Ensures the teller station is properly locked and secure when leaving the station

Reports malfunctions of teller terminals and other equipment used at the teller station promptly to the supervisor

Is responsible for checking night depository bags and recording proper information on the log and processing transactions

Represents the financial institution at community affairs and civic organizations

Answers the phone and customer questions and provides timely response to customer inquiries.

Provides efficient and courteous customer service

Scan work as needed

Be able to work at any branch when needed and provide coverage for vacations and sick days

Be able to work both Wednesdays and Saturdays plus any other days of the week needed by the Bank up to 29 hours a week

Other duties as assigned

Characteristics/ Requirements:

Positive attitude and works well with others

Professional appearance required

High School Diploma

Demonstrated history of taking on additional tasks

Provide quality customer service and good decision making and sensitivity to handling confidential information

Prompt, organized and efficient

Proficient computer skills and ability to operate standard office equipment

Good interpersonal communication skills