POSITION OVERVIEW

Promote a positive and professional image of the Bank by providing efficient and courteous customer service, cross-marketing products and services to generate new business for Golden Valley Bank when appropriate. Responds to customer inquires in person, e-mail, or by telephone in a confidential, timely and accurate manner.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent.
• Previous cash handling and/or customer service experience.
• Must possess a valid California State driver’s license.
• Must be bondable.

ESSENTIAL FUNCTIONS

• Take ownership of customer needs and act as their advocate to ensure that services and products requested are received.
• Provide assistance to customers on account-related issues.
• Prepares and maintains account paperwork, including signature cards, check orders, debit card orders, IRA, CD accounts, transfers and service charges. Relates complete account information to customers in a timely manner.
• Receive business and individual deposits; verify cash and endorsements, including receipts.
• Accept checks for cashing or paying, verify endorsements, validity and funds and make change.
• Process Elan (Visa) applications, along with receiving Elan (Visa) payments for accounts.
• Log daily Elan (Visa) balance sheet and balance monthly reports.
• Receive bonds for payment.
• Issue cashier’s checks and other products offered by the Bank.
• FISERV token responsibility.
• Order new Debit Cards and replacement PINs as needed.
• Assist Electronic Banking with Business and Consumer online banking responsibilities.
• Responsible for opening, closing and maintaining accounts offered by Golden Valley Bank.
• Ensure all new account information is obtained according to Bank policy, including BSA and CIP. Properly document all new accounts; perform risk assessments and other policy requirements.
• Keep cash secure and maintain a high level of safety for the Bank; follow all security procedures in handling cash and negotiable items.
• Maintain proper level of cash in cash drawer.
• Balance cash drawer daily.
• Assist in the balancing of the Cash Recycler as necessary and auditing as appropriate.
• When applicable, open night deposit in dual control; assign processing of items to appropriate personnel to maintain adherence to Bank policies and procedures.
• Assist the Branch Manager with opening and closing procedures of the Branch; including preparation of negotiable items, balancing of negotiable items and selling of teller cash.
• Process customer inquiries, complaints or errors in a timely manner in accordance with bank policies and procedures.
• Ensure appropriate online general ledger entries are processed.
• Prepare monthly certifications as assigned to ensure timely preparation.
• Represent Golden Valley Bank with a high level of integrity and professionalism.
• Adhere to the Bank’s policies and support Management decisions and goals in a positive, professional manner.
• Compliance with the Bank Secrecy Act, OFAC and USA Patriot Act including reporting suspicious activities to BSA Officer.

ADDITIONAL RESPONSIBILITIES

• Assist with Branch Capture as required.
• Perform other duties as assigned.
  Requirements: