Open and process documentation for new accountsComplete verification of deposits and date of death valuations for estates & executorsNotarizing all Beal Bank Documents as needed.Auditing and verifying new accounts, and maintenance performed by staff.Initiate wire transfers on customer's behalfMaintain cash drawer, adhering to bank policies & proceduresAssist customers in account maintenance (renewals, re-styling, and address changes)Assist customers and/or prospective customers with inquiries via the telephoneGeneral filing (sorting, scanning, indexing, filing and preparation of documents for offsite storage)Community involvement for CRA service creditAssists in special projects as neededCall centerDeliver excellent customer servicePreparing and submitting various reports, as required or requested

Taking customer depositsCashing checks and withdrawalsP.B.DevelopmentApproving teller overrides within my limitAssisting other branches as neededProcessing cash advancesProcessing customer paymentsFollowing company procedures and guidelinesMake sure to deliver excellent customer serviceATM custodianHelping customer balance accountsClosing vault and completing all closing proceduresMaking proper referrals/partner referrals(loans and investments)

Assist potential and existing customers seeking information pertaining to banking services.Identify and respond to sales opportunities from both customer inquiries and complaints.Follow all bank proceduresAssisting other branches as neededTaking customer & merchant depositsInputting wire transfersEnsure efficient customer serviceMaintain workstationApproving teller overrides within my limitBalance the vaultMet and exceed referral goalsProcessing ATM and night drop