Retail Support Representative
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Job Description
It's fun to work at a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
The Retail Support Representative is responsible for providing critical administrative support retail branch operations. This fast-paced role requires a high level of integrity and discretion in handling confidential information while proactively solving issues that affect internal and external customers.
Essential Job Functions include, but are not limited to:
- Assist in development, implementation, and maintenance of retail branch policies and procedures.
- Completes daily cash balancing input, reporting, and monitoring.
- Process cash balancing correction requests from retail branches, monitors for accuracy and potential areas of risk.
- Verify and track new and existing deposit account documentation for accuracy.
- Verify new accounts opened online.
- Reconciles daily over & short between Integrated Teller and FMS.
- Ensures overdraft/NSF decisions are compliant according to policy.
- Provides updated weekly over/short reports to retail branch leadership team.
- Assists in monitoring teller override reports, ensuring compliance to override limits.
- Compiles daily/monthly teller transaction totals.
- Responsible for handling incoming department calls. Assisting associates with their concerns providing solutions and guidance regarding UFB policies & procedures.
- Coordinate and facilitate the monthly retail operations meetings; creating agenda, coordinating the meeting via Teams Meet, and managing the minutes.
- Assists with the onboarding (and maintenance of) associates in the Integrated Teller system.
- Participate in retail branch assessment.
- Provide pre & post-conversion/acquisition support.
- Assists with special projects as well as the rollout of new products and services.
- Ensures Reg CC Hold notices are compliant according to policy.
- Perform all duties in relation to the Bank Secrecy Act under the guidance of the BSA Officer.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Skills and Abilities Required to Perform Essential Job Functions:
- Proficient in Microsoft Word and Excel.
- Strong internal and external customer service focus.
- Excellent interpersonal, written, and verbal communication skills.
- Advanced organizational and time management skills.
- Must be self-reliant and self-directed enough to take independent action and make recommendations.
Education, Experience and Qualifications:
- High School Diploma or equivalent required, Associate/Bachelor’s preferred.
- 1 year of banking experience required.
- Knowledge of Fiserv is preferred.
Physical Requirements of Essential Job Functions:
The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc.
Working Conditions:
- Typical office environment.
- Extended viewing of computer screens.
- Periodic travel between locations may be required.
The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.
United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.