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River Bank & Trust · 4 months ago

Financial Associate

Montgomery, AL

Part-time

Onsite

New Grad, Entry Level

River Bank & Trust is a financial institution dedicated to helping neighbors and businesses achieve their financial goals. The Financial Associate is responsible for completing customer transactions and providing exceptional customer support while maintaining the bank's reputation and culture.

BankingFinancial Services

Responsibilities

Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products

Answer incoming calls, whether externally or internally

Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office

Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks

Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures

Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency

Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy

Balance cash drawer periodically throughout the day and/or at least daily

Miscellaneous projects and other duties as requested by Management

Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types

Qualification

Customer serviceCash handlingMicrosoft OfficeGeneral accounting knowledgeAnalytical skillsOrganizedInterpersonal skillsProblem-solving skillsDetail orientedAdaptability

Required

High School diploma or equivalent

Previous banking or cash handling experience preferred

Proficiency in Microsoft Office products to include: Word, Excel, and Outlook

Ability to apply general accounting knowledge processes (debits, credits, balancing)

Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect

Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work

Detail oriented and organized

Excellent interpersonal and communication skills

Integrity, discretion, and respect for confidential information are absolutely essential

Willingness to adapt to change

Work within a variety of different software and web applications

Able to prioritize duties and effectively manage time

Analytical and problem-solving skills

Attend work on a regular basis, on time, and withstand varying degrees of stress

Maintaining a professional, business-like appearance and demeanor