• Senior Teller/Senior Customer Service Associate

    Job Locations US-IL-Naperville
    Category
    Retail Branch
  • Overview

    SUMMARY

     

    The Senior Customer Service Associate is responsible to receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Reports to the Branch Manager, Branch Services Manager, or Branch Operations Officer.

     

     

    Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.

    Responsibilities

    ESSENTIAL DUTIES

     

    • May train employees in customer service and banking procedures.
    •  
    • Approves checks for payment.
    •  
    • Examines Customer Service Associates reports of daily transactions for accuracy.
    •  
    • Consolidates and balances daily transactions.
    •  
    • Ensures supply of money for financial institution's needs based on legal requirements and business demand.
    •  
    • May allow customers access to safe deposit boxes, following specified procedures.
    •  
    • Monitors and reviews financial institution's security procedures and control access to vault.
    •  
    • Counts and records currency and coin in vault.
    •  
    • Issues written and oral instructions.
    •  
    • Studies and standardizes procedures to improve efficiency of subordinates.
    •  
    • Prepares composite reports from individual reports of subordinates.
    •  
    • Evaluates needs of potential customers and offers appropriate financial products and services.
    •  
    • Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
    •  
    • Generates new business to assist in meeting establishment profitability goals.
    •  

    Qualifications

    ESSENTIAL DUTIES

     

    • May train employees in customer service and banking procedures.
    •  
    • Approves checks for payment.
    •  
    • Examines Customer Service Associates reports of daily transactions for accuracy.
    •  
    • Consolidates and balances daily transactions.
    •  
    • Ensures supply of money for financial institution's needs based on legal requirements and business demand.
    •  
    • May allow customers access to safe deposit boxes, following specified procedures.
    •  
    • Monitors and reviews financial institution's security procedures and control access to vault.
    •  
    • Counts and records currency and coin in vault.
    •  
    • Issues written and oral instructions.
    •  
    • Studies and standardizes procedures to improve efficiency of subordinates.
    •  
    • Prepares composite reports from individual reports of subordinates.
    •  
    • Evaluates needs of potential customers and offers appropriate financial products and services.
    •  
    • Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
    •  
    • Generates new business to assist in meeting establishment profitability goals.
    •  

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