Personal Banker II (Financial)
Hybrid-based
ONET: 43-3071.00
1
Years
51
Skills
153h
Related instructions
2000h
On-the-job training
Classroom instruction topics
- New Hire Orientation
- CFT on-line courses (ie. Banking Today, Quality Service, Legal Foundations of Banking, Fighting Fraud)
- Read Employee Handbook
- Personal Banker Training
- Integrity Service
- Diversity, Equity, and Inclusion
- New Account Training
On-the-job training
- Deposits
- Verify and certify customer deposits
- Place holds on checks, if necessary, under regulations
- Learn check and endorsement standards (front/back of check)
- Perform Night deposit/OTC merchant or business deposit
- Foreign items (Canadian checks)
- Ticket and batch preparation
- Cash deposit
- Cash Transactions
- Cash withdrawals from savings - verify proper identification and verify funds are available
- Change orders - prepare money
- Cash advances - acquire proper identification from customer and acquire authorization from credit card company
- Cashed checks - verify proper identification and ascertain possibility of check being returned, get proper identification from supervisor
- Organize Cash Drawer (count/bundle)
- Buy/Sell to the vault
- Perform Ticket and batch preparation
- Issue and Accept Negotiable Instruments
- Money orders (Bank issued or other)
- Cashier Checks
- Traveler's check (Note: SSB no longer sell Traveler's checks, but will accept for deposit)
- Balance Batch Work and Cash Drawer
- Verify the debits match credits (vice versa) for each transaction
- Reconcile system totals to cash totals
- Prepare and scan batches
- Operate scan station
- Security (all day expectation)
- Maintain clean and organized area
- Bait money and other security devices
- Knowledge of alarm system
- Knowledge of Robbery procedures
- Recognize and report check and debit card fraud
- Adhere to branch opening and closing procedures
- Secure cash
- Secure customer identity information
- Continuing Education Training
- Participate in monthly branch meeting/security training
- Complete annual compliance training
- Understand Regulatory cash guidelines
- Customer Service
- Relationship banking and Product Knowledge
- Customer Service
- Explain, promote or sell products and services, including electronic services
- Demonstrate Customer Service principles, work ethics, etc., according to policy (all day experience)
- Present professional appearance and team collaboration (all day expectation)
- Answer phone calls and emails and assist customers with their questions
- Additional Function
- Open New Accounts
- Train as back up ATM custodian
- Train as back up vault teller including cash ordering
- Order checks
- Pin debit cards
- Be involved with the community
- Adhere to Employee handbook (all day expectation)
- Operate Office Equipment
- Adding Machine (accounted for in section A, B, D)
- Issue bank checks (accounted for in section C)
- Computer (all day expectation)
- Photocopier
- Typewriter
- Scanner (accounted for in section D)
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Made in the USA.