Financial Associate
Company: River Bank & Trust
Location: Huntsville
Posted on: May 24, 2023
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Job Description:
Financial Associate
FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our
neighbors and the businesses in our communities to reach their
financial goals.
Position Summary:
While the primary role of the Financial Associate is to accurately
complete customer transactions received by either night deposit,
phone or in-person, the Financial Associate is also responsible for
upholding the outstanding reputation and culture of the bank by
providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. The essential
functions include, but are not limited to the following:
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.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel,
and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support
Management's decisions and goals in a positive, professional
manner.
Stay abreast of regulatory requirements and complete annual
compliance training applicable to the position
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
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and
demeanor
Proficiency in Microsoft Office products to include: Word, Excel,
and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds.
The employee will regularly sit; talk; hear; and use hands to
finger, handle or feel. The employee will occasionally stand; walk;
reach with hands and arms; climb and balance; and stoop, kneel,
crouch, or crawl. Special vision requirements include close,
distant, and peripheral vision; depth perception; and the ability
to adjust focus. The noise level in the work environment is usually
moderate. The work environment and physical demands are those of a
standard retail branch setting. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general
nature and level of work performed within this job. It is not
designed to contain or be interpreted as a comprehensive inventory
of all duties, responsibilities, and qualifications required of
employees assigned to the job. Incumbent must attend work on a
regular basis, on time, and withstand varying degrees of stress.
This position description describes the minimum selection
requirements to qualify for the position. Promotion and other
employment decisions are based on employer needs, being in good
standing, fully competent performance, and other non-discriminatory
subjects.
Keywords: River Bank & Trust, Huntsville , Financial Associate, Accounting, Auditing , Huntsville, Alabama
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