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Bank Teller/New Accounts

Company: AppleOne
Location: Santa Rosa
Posted on: March 27, 2020

Job Description:

Are you ready for a new opportunity? We are currently seeking a New Accounts/ Client Service Representative in Santa Rosa. NO WEEKENDS!! The New Accounts/Client Service Representative is responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff for new services. Responsible for performing routine and intermediate branch and client services duties; accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff for new services. The position is required to be fully knowledgeable and skilled in the areas of new accounts, teller, vault, safe deposit and branch operations, and is expected to provide leadership, training and support to less experienced tellers and other staff members. Some duties include: Evaluates needs of potential clients and offers appropriate financial products and services. Promotes and cross-sells Bank products and services. Remains up to date and knowledgeable Generates new business to assist in meeting Bank profitability goals. Prepares and compiles new client applications and information to open new accounts. Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling and required documentation. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business. Responds to client inquiries and requests regarding account. Responsible for compliance with all Banking regulations including but not limited to Bank Secrecy Act. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and client balances. Enters clients' transactions into computer to record transactions, and issues computer generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash, and counts incoming cash. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Explains, promotes, or sells products or services such as travelers checks, savings bonds, money orders, and cashier's checks. Removes deposits from, counts and balances cash in night depository. Issues official checks, travelers checks and savings bond applications. Performs safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Maintains files, copies and fax documents, and orders and distributes supplies. Provide expedient and courteous service to all clients both in person and on the phone. NOT OPEN ON WEEKENDS! Does this sound like the right opportunity for you? Apply NOW!

Keywords: AppleOne, Santa Rosa , Bank Teller/New Accounts, Other , Santa Rosa, California

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