Scribd Logo
Upload

Welcome to Scribd!

  • 234 views

    Job Roles and Responsibilities

    Uploaded by

    Nimitt Choudhary
    The document describes the roles and responsibilities of several bank positions. It provides details on the key tasks for bank cashiers/tellers such as processing transactions, maintaining records and assisting customers. It also outlines the responsibilities of branch managers in overseeing operations, staff, marketing and resolving customer issues. The roles of assistant branch managers in assisting the manager and overseeing services are also summarized. Finally, it briefly details the duties of accountants, such as preparing financial reports and statements, and of welcome desk staff who greet customers and provide general information.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Job Roles and Responsibilities

    Uploaded by

    Nimitt Choudhary
    234 views3 pages
    The document describes the roles and responsibilities of several bank positions. It provides details on the key tasks for bank cashiers/tellers such as processing transactions, maintaining records and assisting customers. It also outlines the responsibilities of branch managers in overseeing operations, staff, marketing and resolving customer issues. The roles of assistant branch managers in assisting the manager and overseeing services are also summarized. Finally, it briefly details the duties of accountants, such as preparing financial reports and statements, and of welcome desk staff who greet customers and provide general information.

    Original Description:

    Roles and Responsibilities of a Bank

    Original Title

    JOB ROLES AND RESPONSIBILITIES

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    The document describes the roles and responsibilities of several bank positions. It provides details on the key tasks for bank cashiers/tellers such as processing transactions, maintaining records and assisting customers. It also outlines the responsibilities of branch managers in overseeing operations, staff, marketing and resolving customer issues. The roles of assistant branch managers in assisting the manager and overseeing services are also summarized. Finally, it briefly details the duties of accountants, such as preparing financial reports and statements, and of welcome desk staff who greet customers and provide general information.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    234 views3 pages

    Job Roles and Responsibilities

    Uploaded by

    Nimitt Choudhary
    The document describes the roles and responsibilities of several bank positions. It provides details on the key tasks for bank cashiers/tellers such as processing transactions, maintaining records and assisting customers. It also outlines the responsibilities of branch managers in overseeing operations, staff, marketing and resolving customer issues. The roles of assistant branch managers in assisting the manager and overseeing services are also summarized. Finally, it briefly details the duties of accountants, such as preparing financial reports and statements, and of welcome desk staff who greet customers and provide general information.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    JOB ROLES AND RESPONSIBILITIES

    Bank Cashier/Bank Teller Roles and Responsibilities


    Profile 1
     Sorting checks
     Ensuring transaction balance
     Managing requests and complaints
     Maintaining confidentiality
     Complying with bank security procedures
     Processed daily client transactions, including deposits, withdrawals, money transfers, loan
    payments, and selling cashier’s checks
     Accurately maintained records of each transaction and ensured all documentation and
    paperwork was in place and within compliance
     Assisted clients with various questions and concerns related to their accounts and bank
    products
     Helped customers open and close checking accounts, credit cards, saving accounts, personal
    loans, and mortgages

    Profile 2
     Accepting cash or checks for deposit
     Processing cash withdrawals
     Assisting customers with routine tasks such as ordering checks or bank cards
     Maintaining detailed records of all transactions in accordance with the bank’s policies
     Adhering to branch procedures for all transactions
     Verifying customer identification
     Validating and cashing checks
     Receiving and processing loan and mortgage payments
     Balancing all cash and checks in cash drawer at the end of each shift
     Resolving issues and concerns with customer accounts to the best of one’s ability
     Referring customers to other bank personnel as needed to resolve problems
     Opening new bank accounts
     Answering customer questions, explaining promotions, and suggesting appropriate accounts
    or opportunities that suit the customer’s financial profile and current needs
     Generating receipts for customer transactions
     Cross-selling bank products when appropriate
     Maintaining confidentiality with all transactions
     Keeping stations properly supplied with pens, forms, and other necessary supplies
     Removing accounts for dormancy in compliance with branch procedures
     Closing accounts for customers as needed
     Keeping teller drawer within specified limits while buying and selling currency from the vault

    1
    Branch Manager Job Roles and Responsibilities

     Organising and executing training programs for branch personnel


     Evaluating employee performance and providing feedback and coaching as needed
     Recognising employee achievements and encouraging excellence in the work
    environment
     Developing and implementing sales plans
     Conducting regular sales and operations meetings
     Briefing employees on current sales goals, promotions, and other relevant
    information
     Organising marketing activities and events for the branch
     Increasing brand awareness for the company within the community
     Interacting with customers on a regular basis to ensure satisfaction and gain useful
    feedback
     Resolving customer problems as needed
     Complying with all applicable laws and regulations for the industry within your state
     Assessing market conditions and identifying opportunities
     Drafting forecasts and business plans
     Managing budgets, allocating branch funds, and defining financial objectives
     Coordinating with other branches to share knowledge, plan promotional activities,
    or achieve goals
     Adhering to high ethical and professional standards

    Assistant Branch Manager/Authorizer/Officer Job Roles and


    Responsibilities
     Assists manager in efforts to reach profit, performance, and customer service goals.
     Oversees banking services, especially customer service, to ensure excellence;
    contacts or assists customers and prospective customers.
     Reviews and manages staffing procedures, ensuring that staff assignments and
    responsibilities are reasonable, and that salary structure is equitable.
     Coordinates communication with branch staff.
     Works to meet branch performance standards including operating loss control, bank
    secrecy, and compliance with policies and procedures.
     Oversees and assists with the preparation of all branch reports for approval by
    manager.
     Attends and participates in periodic staff meetings.
     Manages branch operations when manager is absent.
     Performs other related duties as assigned.

    Accountant Job Roles and Responsibilities


     Provides financial information to management by researching and analyzing
    accounting data; preparing reports.

    2
     Prepares asset, liability, and capital account entries by compiling and analyzing
    account information.
     Documents financial transactions by entering account information.
     Recommends financial actions by analyzing accounting options.
     Summarizes current financial status by collecting information; preparing balance
    sheet, profit and loss statement, and other reports.
     Substantiates financial transactions by auditing documents.
     Maintains accounting controls by preparing and recommending policies and
    procedures.
     Guides accounting clerical staff by coordinating activities and answering questions.
     Reconciles financial discrepancies by collecting and analyzing account information.
     Secures financial information by completing database backups.
     Maintains financial security by following internal controls.
     Prepares payments by verifying documentation, and requesting disbursements.
     Answers accounting procedure questions by researching and interpreting accounting
    policy and regulations.
     Complies with federal, state, and local financial legal requirements by studying
    existing and new legislation, enforcing adherence to requirements, and advising
    management on needed actions.
     Prepares special financial reports by collecting, analyzing, and summarizing account
    information and trends.
     Maintains customer confidence and protects operations by keeping financial
    information confidential.

    Welcome Desk/ Service Staff Job Roles and Responsibilities


     Greets and welcomes customers and potential customers and directs them to the
    appropriate bank staff.
     Notifies appropriate staff when a visitor with an appointment arrives.
     Oversees and maintains waiting area, keeping it stocked with brochures, deposit
    slips, and withdrawal forms.
     Answers customer questions and provides general information on banking services
    and policies.
     Answers incoming phone calls, transfers calls, and takes messages when necessary.
     Follows up on minor customer issues.
     Processes and distributes incoming mail; prepares outgoing mail for pickup.
     Performs clerical and administrative services for branch staff as needed.
     Performs other related duties as assigned by management.

    You might also like