SERVICE REPRESENTATIVE - St. Thomas

SERVICE REPRESENTATIVE - ECR

Job Summary : The Service Representative processes financial transactions and cross-sells to affect the sales of bank products and services to achieve performance objectives in accordance with applicable programs, policies, and regulations.

Essential Responsibilities

• Performs account services by receiving deposits, loan and utility payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; cash advances; etc in accordance with established policies, regulations and service standards.
• Makes referrals for bank products and services within the framework and following the guidelines of the organization’s sales and service culture to achieve individual and unit sales and referral goals.
• Prepares cash and performs verification and reconciliation to satisfy cash requirements of the automated transaction machines (ATMs); performs end of day activities, including accurate and timely capturing of daily work (scanning) to verify and balance daily tallies and final register values.
• Performs a variety of administrative duties such as the completion and submission of FINCEN 104 documentation, daily verifications and maintenance and organization of department files and documentation.
• Participates in audits, investigations, reviews, request for information (RFI), and special projects as assigned.

Other Responsibilities

Independence of Judgment

The degree of judgment is limited to very specific transactional activities for which the employee has been trained to perform; exercises limited independent discretion; seeks guidance and direction from management when activities exceed established authorities.

Supervisory Responsibilities

This position has no direct supervisory responsibilities.

Competencies

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