The Cash Operations Associate works in a Company Store location and plays a key role in delivering legendary customer experiences while processing everyday banking transactions with accuracy and efficiency while also educating customers on Company's products and services or referring them to a partner for specialized solutions
- Consistently putting into practice Company's brand promise to customers by displaying the appropriate behaviors that enhance the customer experience within the store
- Performing customer transactions proficiently, including activities such as deposits, withdrawals, loan payments, and managing safe deposit boxes
- Conducts cash transactions with precision, which involve tasks like check cashing, currency verification, cash drawer reconciliation, and night deposits with a high level of accuracy
- Assists customers with their inquiries and problems using standard methods, escalating to management as needed
- Coordinates lobby activities by managing customer flow, greeting customers in a friendly manner, and offering relevant instructions
- Grasps customer inclinations regarding the when and how of banking interactions, offering insights on self-service and digital platforms that fulfill their requirements
- Serves as a customer advocate through personalized conversations to ascertain needs, propose financial and digital solutions, and suggest referrals to relevant partners
- Skilled at making well-thought-out decisions and offering timely solutions, escalating complex issues to the appropriate level of management
- Complies with company policies and regulatory requirements, like the Bank Secrecy Act and Patriot Act, during operational activities to reduce risks and uphold customer protection
- Affirms the identities of customers in compliance with customer authentication policies and procedures
- Confirms and adjusts the cash amounts in cash drawers, ATMs, and TCDs/TCRs when necessary
- Ensures compliance with the approved guidelines and procedures for safe deposit box operations
The individual takes responsibility for cash drawers and vaults, ensuring that cash remains within set limits and that proper security measures are in place at all times
