Job Description

• Coordinate and perform ATM servicing and replenishment.
• Assist in scheduling quarterly cash counts when needed and ensure proper staggering.
• Determine cash and financial paper needs and prepare and send order to Main Cash and the local bank, if applicable.
• Conduct Key & Combination and Financial Paper inventories under dual control as directed.
• Maintain local bank account, as applicable.
• Perform cash counts and submit Teller Difference Reports, when needed.
• Handle cash drawer difference resolution and coach associate if needed.
• Handle and resolve end of day center balancing issues.
• Review and ensure timely and accurate submission of Currency Transaction Reports and Transaction Review Forms.
• Prepare and maintenance Night Depository Agreements and accountability of containers.
• May be asked to follow up on general ledger items.
• Handle delinquent accounts, and ensure the timely submission of Potential Loss Accounts (PLA) documentation.
• Act as loan subject matter expert providing training and guidance to less experienced associates and handle loans of an uncommon or more complex nature (i.e. CD Secured, foreign automobile).
• Action monthly reports, or review correctness of actions performed by other associates.
• Handle dormant accounts.
• Handle and resolve issues arising with organizational account holders.
• Provide guidance on the proper preparation of deceased customer and removal of joint account holder documentation.
• Prepare the center to open for business and secure the banking center at the end of the business day.
• Perform Associate Skills Checklist consistently and utilize coaching opportunities to ensure associates are demonstrating the expected Playbook behaviors and adhering to security and information protection guidelines.
• Instruct all staff on the proper use of banking center equipment, ensure equipment is functioning and maintenance orders are requested in a timely manner.
• Review department logs/documentation to ensure accuracy and adherence to policies and procedures.
• Review processes and observe associates to ensure associates are practicing 100% dual control.
• Troubleshoot system issues with internal/external business partners.
• Perform records retention.
• Monitor and order supplies.
• May act as Attendance Administrator.
• Perform other reasonable duties as assigned.
• Conduct and document monthly alarm component testing and check to ensure that all doors, windows and other barriers have functioning locks.
• Assist with handling and resolving security issues with local authorities and with internal / external business partners, in coordination.
• Identify and report areas of risk immediately to management.
• Qualify, train and coach new associates on:
• Work station security, robbery, and bomb threat procedures.
• Protection of confidential and proprietary information.
• Protection of entrusted keys, combinations and codes.
• Fraud prevention, anti-money laundering policy and procedures and any other regulatory compliance policies/procedures.
• Importance of reporting risk when identified.
• Participate in department reviews to ensure the proper removal and storage of confidential information.
• Possess a thorough knowledge of Bank’s products and services.
• Qualify, train and coach associates on:
• May be required to represent the Bank at command/community meetings.
• Coordinate and perform on-the-job training for new associates, provide guidance and coaching as needed and support timely completion of web-based learning paths.
• Provide on-going associate training and guidance in support operational and service excellence by keeping up-to-date on policy and procedure changes.
• Conduct advanced training for associates to increase scope and depth of knowledge.
• Supervise a group of associates in technical matters.
• Provide daily guidance and oversight to ensure the Bank’s service expectations are met.
• Monitor subordinate delivery of products and services to customers and provide coaching.
• Provide input for performance reviews.
• May participate in interview and selection of center associates.

Required Knowledge, Skills, and Abilities