Job Description

Responsibilities and Expectations


 


  1. Accurately Perform Financial Transactions and Functions

    • Accurately process financial transactions including but not limited to deposits, withdrawals, transfers, check cashing, payments, monetary instrument sales, and internal bank transactions. 

    • Balance transactions and cash daily.

    • Approve transactions for other employees within your assigned approval authority limit, if applicable.

    • Assist in management of bank cash levels as delegated by a manager or supervisor.

    • Demonstrate operational soundness to minimize risk exposure or loss and maintain quality production. 

    • Adhere to operating procedures and protocols.




 


  1. Build Client Relationships

    • Conduct professional client conve...