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Senior New Accounts/CSR III (Floater)

AlamedaFirst Community Bank


Summary: Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff for new services. May be required to float among branches in the East and South bay area in any Branch capacity including but not limited to, backup supervisor, new accounts, and teller. (When traveling to other branches outside normal commute, mileage is reimbursed and travel time is paid time). Responsible for performing routine and intermediate branch and client services duties; accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff for new services. The position is required to be fully knowledgeable and skilled in the areas of new accounts, teller, vault, safe deposit and branch operations, and is expected to provide leadership, training and support to less experienced tellers and other staff members. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities include the following and other duties may be assigned. Evaluates needs of potential clients and offers appropriate financial products and services. Promotes and cross-sells Bank products and services. Remains up to date and knowledgeable Generates new business to assist in meeting Bank profitability goals. Prepares and compiles new client applications and information to open new accounts. Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling and required documentation. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business. Responds to client inquiries and requests regarding account. Responsible for compliance with all Banking regulations including but not limited to Bank Secrecy Act. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and client balances. Enters clients' transactions into computer to record transactions, and issues computer generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash, and counts incoming cash. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Explains, promotes, or sells products or services such as traveler's checks and cashier's checks. Removes deposits from, counts and balances cash in night depository. Issues official checks, traveler's checks and savings bond applications. Performs safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Maintains files, copies and fax documents, and orders and distributes supplies. Provide expedient and courteous service to all clients both in person and on the phone. Backup Supervisory Duties: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time. Processes GEM Exception Items and prints and files related supporting documents by established cutoff time. Approves large transactions for teller staff up to assigned limit. Provides supervisor override for transactions requiring supervisor review, after careful review has been made. Reviews ATM balancing report and signs as reviewed. Supports Branch Manager and his/her backup with various assigned duties. Handles difficult client situations, in the absence of the Branch Manager or his/her backup. QUALIFICATIONS: Minimum of 5 years banking teller experience is required. Experience with opening new accounts is required. Prior supervisory experience is preferred. Must be proficient using Word, Excel and Outlook applications and banking programs. Ability to work scheduled hours, including Saturdays, and maintain regular attendance. Ability to travel to other branches as needed. PHYSICAL/MENTAL DEMANDS AND ENVIRONMENT: While performing the duties of this Job, the employee is regularly required to communicate, talk or hear. The employee is frequently required to move; stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Employee must be able to travel to branch locations as needed. The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

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