GENERAL SUMMARY:

This position is responsible for providing exceptional client service including efficient and accurate transaction processing.

STATEMENT OF EXPECTATIONS:

Community First Bank/HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:

• Adhering to the Companys policies and supporting Management decisions and goals in a positive, professional manner.
• Representing the Company with a high level of integrity and professionalism.
• Maintaining knowledge and understanding of banking rules, regulations, laws, and all policies and procedures pertaining to them including but not limited to, the Bank Secrecy Act (BSA) Regulation E and Regulation CC.
• Demonstrate a willingness to adapt to changing business needs and deadlines.
• Possessing a work ethic that includes neatness and dependability.
• Exhibiting a professional, business-like appearance and demeanor.

LEADERSHIP WORK:

• Lead by example to create a positive can do environment that makes clients and employees feel welcomed and appreciated.

ESSENTIAL DUTIES:

• Greet clients warmly in a respectful and professional manner and provide remarkable client service.
• Answer and direct incoming client service calls.
• Conduct routine transactions within limits and established guidelines (cash checks, accept deposits and loan payments and process withdrawals.
• Balance cash drawer at the end of the day, verify deposit review and conduct close of day after all batches have been submitted.
• Verifies cash and processes change orders.
• Provide additional products including Cashier's checks and personal money orders.
• Vault custodian responsibilities include maintaining inventory, audits, etc. of cash vault.”
• Provides support for the Private Banking function, as needed.
• Handle administrative tasks related to new client set up, beneficiary changes, change of address, and other client custodial paperwork.
• Organize and schedule appointments with applicable software.
• Provide client correspondence via outgoing calls, emails, and letters.
• Manage mail system, dispersing incoming mail and preparing labels and postage for outgoing mail.
• Maintain and update client data in Customer Relationship Management and document storage systems.
• Maintain paper filing system for client documents and safekeeping records.
• Maintain office supplies by checking inventory and ordering items when necessary and assist with other office management functions as needed.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Requires High School Diploma or equivalent.
• Requires six (6) months of cash handling and client service experience.
• Six (6) months of banking experience preferred

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both clients and co-workers.
• Strong problem solver with the ability to pivot quickly to varying tasks.
• Mathematical skills.
• Strong communication and organizational skills.
• Detail oriented, high degree of accuracy.
• Competence with computers, telephone, 10-key calculator and other office machinery.