Relationship Associate

Job Description

Job Description

Relationship Associate

Job Duties:

The Relationship Associate is a part-time position 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