Key Responsibilities
Customer Transactions: Processing financial transactions such as deposits, withdrawals, transfers, and check cashing.
Service & Support: Resolving customer inquiries, managing walk-in traffic, and guiding clients through product offerings.
Sales & Referrals: Identifying customer needs to cross-sell products (e.g., credit cards, loans, or insurance) and meeting individual sales targets.
Operational Compliance: Adhering to audit standards, regulatory requirements (like BSA/AML in banking), and internal security protocols.
Administrative Duties: Managing files, updating databases, and performing opening/closing procedures for the branch.
Logistics (Industry Specific): In warehouse or retail branches, responsibilities may include picking orders, staging shipments, and performing inventory counts.
BAC Bank +10
Common Qualifications
Education: High School Diploma or equivalent (Bachelor’s degree often preferred for banking roles).
Skills: Strong math skills, proficiency with Microsoft Office, and excellent verbal communication.
Attributes: Detail-oriented, ability to multitask in fast-paced environments, and a professional demeanor.
Primary Bank +4
Career Path Examples
Banking: Often starts as a Bank Associate and can progress to a Senior Associate or Assistant Branch Manager.
Operations: Can lead to roles in Branch Operations or specific account management positions.
VelvetJobs +4
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