Senior Universal Bank Teller
Company: Universal Bank
Location: West Covina
Posted on: May 24, 2023
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Job Description:
Responsible for always dealing with all new and existing
customers in a courteous and professional manner. Adheres to
Universal Banks's Red-Carpet Customer Service standards. Perform
over-the-counter teller transactions and new account activities to
meet customer's financial needs. Under Assistant Branch Manager's
supervision, responsible for servicing both commercial and consumer
customers by conducting transactions (paying and receiving) for
customers; resolving customer inquiries, performing teller
functions and related activities. Deepening relationship with
customers by offering financial product solutions.DUTIES AND
RESPONSIBILITIES:The duties listed below are intended only as
illustrations of the various types of work that may be performed.
The omission of specific statements of duties does not exclude them
from the position if the work is similar, related or a logical
assignment to this position.Receives and processes checking and
savings deposits and requests for withdrawal of funds.Processing
check-cashing transactionReceives loan payments and answers routine
customer inquiries.Answers customer inquiries regarding bank
policies and procedures.Directs complex questions to Assistant
Branch Manager or Manager.Issue Travelers Checks and money orders.
May service safe deposit boxes.Balances cash, Automated Teller
Machine (ATM), night-drop deposit and daily work in a reasonable
time.Maintains files of various records and cards related to
checking, savings accounts and treasury management
products.Processes incoming and outgoing wire transfers.Receives
passbook loan payments.Ensures that new accounts are opened and
serviced in accordance with Universal Bank policies and
procedures.Setting up Individual Retirement Account (IRA) and
processing contribution or distribution requestkeeps up to date on
procedure changes and government regulationsUnder supervision of
Assistant Branch Manager, complete monthly, quarterly, semiannually
and annual branch certificationMaintains proper control over
account numbers and signature cards & all customer personal
information and documentation according to current
procedures.Handles complex or unusual customer correspondence
relating to services or new accounts.Logs, sorts and distributes
daily correspondence if assigned.Acts as a check and journal signer
and reviews all transactions requiring approval for adherence to
policy and procedure.Reviews the Safe Deposit area (if applicable)
from time to time to ensure that procedures are being followed.
Reports any deficiencies to his/her supervisor.Ensures the accuracy
of branch records.May engage in business development activities by
soliciting new accounts in the branch's geographical area and
attending to the needs of current and prospective customers on a
variety of matters.Establishes and maintains relationships with
current and potential customers in anticipation of increasing
deposits and fee income from the sale of financial products.Adheres
to all BSA/AML (Bank Secrecy Act/Anti-Money Laundering) policies
and procedures, including but not limited to the processing of CTRs
(Currency Transaction Reports), SARs (Suspicious Activity Reports)
and MILs (Monetary Instrument Logs).Receives daily assignments and
direction from (depending on the particular office):Branch Manager,
or Assistant Branch ManagerMaintain current knowledge of applicable
Federal regulations, including Bank Secrecy and Know Your Customer
(CIP) principles.Performs other duties as assigned or requested by
the Supervisor.
Keywords: Universal Bank, West Covina , Senior Universal Bank Teller, Other , West Covina, California
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