Handle transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier's checks, and opening and closing of accounts
Identify customer needs, provide information on new products and services, and direct customers to branch representatives as needed
Reconcile cash drawers at the end of the shift, count and package coins and currency, turn in any excess or damaged currency to the branch leadership
Track, record, report, and store transactional information and special requests
Ensure that customer information is communicated to the respective customer only
Ensure that upon written request and verification of the signature the account information is provided
Improve customer communication on closures through scripts & mail and asking for feedbacks.
Understand and comply with requirements of all relevant policies of the bank including full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements
Ensure that customer contact details are updated PAN, Address, Phone and email.
Ensure that correct product information is disseminated