Bank Courier

TITLE : Business Courier/ Client Services Representative REPORTS TO : Branch Operations Supervisor FLSA : Non-Exempt CATEGORY : Full Time SHIFT : Monday 10:00am - 3:00pm Tuesday - Friday 8:30am – 5:30pm MEAL/BREAKS: One (1) paid 15 minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY The Business Courier provides pick-up and delivery services by motor vehicle to bank clients. Establishes customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client’s expectations. Along with business courier, this candidate will be responsible for in person client transactions, such as processing research requests, loan and deposit transactions, balancing and other various teller activities. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. Ability to effectively communicate via phone, electronic and standard mail channels, ensuring that all duties are completed accurately and delivered with high quality and in a timely manner. The position requires excellent organizational skills and judgment to plan and accomplish goals, and a wide degree of creativity and latitude is expected. The chosen candidate will be responsible for dual roles and must be able to work independently. ESSENTIAL DUTIES Greet each client as they enter the branch lobby. Offer banking products, services, and/or direct clients to proper area. Refer clients to Lending Advisor or appropriate team member. Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate. Within 90 days, process savings, checking, and loan transactions, issue cashier’s checks, provide counter checks and place orders with limited assistance. Post transactions and information to computer system and balance general ledger from the previous day's work. Cash checks according to policy. Provide operational support by retrieving and processing night drop contents, assist with balancing vault cash and coin machine, ordering checks, sending/receiving wires, and assisting with entrance to safe deposit boxes, receive wire transfers, foreign check deposits and foreign cash orders. Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of-day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short. Answer phones in a friendly, knowledgeable, and professional manner, determine client’s needs and offer other banking products and services. Ask client for name, address, and phone number to send them follow-up information. Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Branch Operations Supervisor or the Compliance/Risk Officer. Be able to explain online banking services to new or existing clients. Operate computer terminal or personal computer to process account transactions, maintain account data, determine balances, and resolve problems within given authority. Answer, assist and route incoming calls, to ensure a quick response for all callers. Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow-through with clients and/or colleagues involved. Assume responsibility for special projects as assigned. Transports and delivers deposit transactions, documents, letters and packages to and from destinations according to daily route schedule, and on call pickups and deliveries as needed throughout Central Oregon. Maintains vehicle main…

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