PT - Associate Banker
On-siteLauderhill, Florida, United States
Lauderhill, Florida, United StatesOn-sitePart TimeEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Process member account inquiries, resolve disputes, and activate or close accounts while adhering to Cash Dispensing Machine procedures. Balance cash drawers, reconcile transactions, and perform internal teller duties including identifying cross-selling opportunities. Monitor lobby security, notarize documents, and produce sales referrals for new accounts and loans as assigned. Assist with branch audits, maintain vault procedures, and coach other Associate Bankers. This role is a three-level progression track requiring proficiency in teller services, back-office administrative duties, or service delivery coordination within one year.
Required Qualifications
- High school level of language, math, and reasoning skills
- Two years of work experience in a related field with equal responsibilities
- Formal training should be supplemented with continuing internal and external education and self-development programs
- Cash handling procedures
- Products/services
- Policies/procedures and service philosophy
- Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion)
- In-house computer system
- Regulatory understanding
- Ability to complete necessary paperwork
- Ability to communicate verbally with staff, members, and vendors
- Ability to perform necessary computer-related input
- Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time
- Understand/Follow moderately complex written and oral instructions
- Express oneself clearly/concisely, both orally/in writing
- Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations)
- Present a professional/personable personality to reinforce WFF's professional image
- Interact with multiple departments daily
- Work within precise standardized guidelines with some latitude to take initiative
- Possess versatility/flexibility to successfully serve as a backup to other positions as required
- Possess creativity/resourcefulness to complete assigned duties without constant supervision
- Possess mental concentration to resolve basic problems, which are relatively redundant
- Keep personal work updated and accurate
- Accept limited responsibility for funds/records
- Accept responsibility for access to confidential data and member account information
- Proficient in one or more of the following areas: 1) provide teller services to members, 2) perform back-office teller/administrative duties, 3) provide service delivery coordination to members
- Requires the employee to be proficient in a minimum of one function within the first year of employment
- Ability to make decisions within established guidelines
- Willingness to work within a sales environment
- Ability to be a team player in an organization that values the spirit of teamwork
- Thorough knowledge of all products and services
- Possess thorough knowledge of all products and services
- Knowledge of Cash Dispensing Machine operations and balancing (if applicable)
- Knowledge of Phone Service and Support Services job functions
- Demonstrate knowledge of safe deposit box procedures
- Demonstrate knowledge of safe deposit box procedures
- Exhibit advanced profiling techniques
- Follow up with members utilizing the 2.2.2. Onboarding and pipeline management process
- Possess Vision: Ability to complete necessary paperwork
- Possess Speech/Hearing: Ability to communicate verbally with staff, members, and vendors
- Possess Manual Dexterity: Ability to perform necessary computer-related input
- Possess Physical Mobility: Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time
- Ability to Understand/Follow moderately complex written and oral instructions
- Ability to Express oneself clearly/concisely, both orally/in writing
- Ability to Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations)
- Ability to Present a professional/personable personality to reinforce WFF's professional image
- Ability to Interact with multiple departments daily
- Ability to Work within precise standardized guidelines with some latitude to take initiative
- Ability to Possess versatility/flexibility to successfully serve as a backup to other positions as required
- Ability to Possess creativity/resourcefulness to complete assigned duties without constant supervision
- Ability to Possess mental concentration to resolve basic problems, which are relatively redundant
- Ability to Keep personal work updated and accurate
- Ability to Accept limited responsibility for funds/records
- Ability to Accept responsibility for access to confidential data and member account information
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