Department: Branch Operations
FLSA Type: Non-exempt

Summary:

Through face-to-face and virtual interactions with customers, you will have the opportunity to provide exceptional service by handling financial transactions accurately and efficiently with bank systems. Using a combination of professionalism and friendly attitude, you will help customers manager their daily banking, solve problems, and achieve their financial goals.

Essential Duties & Responsibilities:
Functions:

• Ensure proper storage and security of currency in cash drawers and vaults

• Adhere to all bank security standards- including dual control requirements

• Count, package, and maintain currency according to bank policy and procedures

• Understand components of a check and different types of checks, negotiability and acceptability, handling forged and altered items, types of endorsements, and handling valid and forged signatures

• Identify acceptable types of identification and handling of forged and altered identification

• Have knowledge of Funds Availability rules and place Regulation CC Holds when necessary

• Operate Teller Capture Machine, Coin Machine, and Cash Jet Sort regularly

• Process a variety of transactions, including withdrawals from deposit accounts, payments to loans/credit cards, and advances from lines of credit

• Scan and image documentation and complete workflows

• Issue cashier's checks, process stop payments, and initiate wire transfers

• Basic understanding of expectations for Bank Secrecy Act (BSA)/OFAC

• Complete necessary maintenance forms and requests

• Complete Mature Certificate of Deposit courtesy calls

Support Functions:

• Assist others with miscellaneous tasks, mailings, and calls

Customer Care Functions:

• Greet customers and answer phones promptly with a friendly attitude

• Build customer rapport

• Be familiar with bank products and services to recommend and offer new services to customers based on their needs.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education:

Associate degree in business administration or equivalent from two-year college or technical school; two years related experience and/or training; or equivalent combination of education and experience.

Knowledge of account, tax laws, and spreadsheet applications. Prior banking experience is preferred. 

Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to modification to accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Department: Call Center
FLSA Type: Non-exempt

Summary:

Provide personalized service to customers through issue resolution, completing customer requests, and partnering with the Deposit Processing team to provide solid customer service. 

Essential Duties & Responsibilities:
Functions:

• Mail bank notices, checks, and welcome letters

• Complete Fraud Monitoring communication and escalate case filings

• Review mobile deposit checks

• Process customer request forms

• Order checks for customers

Support Functions:

• Assist with data retention and regular clean up

• Be familiar with banking regulations and responsibilities relating to each -  including a working knowledge of account maintenance

Customer Care Functions:

• Answer outside incoming calls and emails to assist with issue resolution as necessary

• Demonstrate positive phone etiquette to enhance the customer experience

• Maintain the highest level of confidentiality with all information obtained

• Respond to and complete customer requests

• Assist business customers with online banking and debit card set up

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education:

Associates Degree or a minimum of one-year related experience and/or training; or equivalent combination of training and experience

Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to modification to accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Thank you for your interest in joining our team. 

We are not currently advertising any additional openings, but if you think you'd be a good fit for Osgood Bank you can always submit your resumé and we will keep it on file in case something opens up. 

Until then,

Do Well. Be Good.