UK-BC Service Trainee - Harrogate (Part-time 25) Req #1733

Banking Center Service Trainee @ Harrogate (United Kingdom).

PRINCIPAL ACCOUNTABILITIES

Banking Center Service Specialist during the first 6 months of employment. Position responsibilities extend to learning, mastering and carrying out a standard range of service assignments as specified below.

I. General Tasks and Skills

· Provide basic financial services within assigned authority limit including, but not limited to, cashing checks, accepting individual deposits, buying and selling local and foreign currency, selling financial papers.

· Maintain adequate supply of cash to meet business needs while complying with standard limits, and accurately balance cash holdings daily.

· Complete transactions initiated by other sections/departments by paying out loans, processing wire/CHAPS transfers and accepting loan payments.

· Process Night Depository containers and Subject to Count deposits on an as needed basis.

· Process organizational transactions on an as needed basis.

· Become familiar with ATM servicing and replenishment

· Learn to perform and become familiar with being a dual control member when servicing ATM machines, processing incoming and outgoing cash shipments or transporting cash requiring military or security police support.

· Open and close accounts (i.e. Checking and Savings Accounts and Certificates of Deposit) for authorized individuals utilizing the Relationship Building Notes (RBN).

· Become familiar with opening and closing accounts (i.e. Check and Savings Accounts) for organizational customers.

· Initiate and cancel account services (i.e. ATM Cards, checking to savings transfers).

· Learn to perform account maintenance tasks for individual account holders and organizational accounts (i.e. Account Life Extensions, Stop Payments, local bill pay recalls).

· May learn to process standard loans through the automated loan decision rendering software application.

· Assist customers in enrolling and conducting Online Banking, and with Mobile Banking questions.

· Handle routing customer inquiries.

· Learn to reconcile Financial Paper Working Stock log and compare with Printed Checks Report.

· Prepare wire transfers.

· Process Standing Payment Orders as needed.

· Process check orders for sterling and dollar accounts.

· Perform other reasonable duties as assigned.

II. Security

· Follow work station security, robbery, and bomb threat procedures.

· Ensure the protection of confidential and proprietary information.

· Protect entrusted keys, combinations and codes.

· Comply with fraud prevention, anti-money laundering policy and procedures and any other regulatory compliance policies/procedures.

· Protect the Bank and Department of Defense assets.

III. Service Delivery

· Build knowledge of the standard scope of the Bank’s products and services.

· Perform all customer transactions in a professional manner to build customer confidence and trust.

· Apply all Playbook behaviors and demonstrate the Community Bank Spirit and Core Values

IV. Required Skills

· Cash handling and customer service related experience

· Engage with customers; effectively communicate, build rapport and overcome objections

· Strong customer focus; ability to respond and assist customers with inquiries and/or problem resolutions

· Strong communication skills (including verbal and non-verbal) and active listening skills

· Careful attention to detail and time management

· Proficiency in basic computer skills (MS Office)

V. Preferred Skills

· Prior banking experience a plus