Somerset Career & Technical Center

On-the-job Training

• Deposits
  • Verify and certify customer deposits
  • Place holds on checks, if necessary, under regulations
  • Learn check and endorsement standards (front/back of check)
  • Perform Night deposit/OTC merchant or business deposit
  • Foreign items (Canadian checks)
  • Ticket and batch preparation
  • Cash deposit
• Cash Transactions
  • Cash withdrawals from savings - verify proper identification and verify funds are available
  • Change orders - prepare money
  • Cash advances - acquire proper identification from customer and acquire authorization from credit card company
  • Cashed checks - verify proper identification and ascertain possibility of check being returned, get proper identification from supervisor
  • Organize Cash Drawer (count/bundle)
  • Buy/Sell to the vault
  • Perform Ticket and batch preparation
• Issue and Accept Negotiable Instruments
  • Money orders (Bank issued or other)
  • Cashier Checks
  • Traveler's check (Note: SSB no longer sell Traveler's checks, but will accept for deposit)
• Balance Batch Work and Cash Drawer
  • Verify the debits match credits (vice versa) for each transaction
  • Reconcile system totals to cash totals
  • Prepare and scan batches
  • Operate scan station
• Security (all day expectation)
  • Maintain clean and organized area
  • Bait money and other security devices
  • Knowledge of alarm system
  • Knowledge of Robbery procedures
  • Recognize and report check and debit card fraud
  • Adhere to branch opening and closing procedures
  • Secure cash
  • Secure customer identity information
• Continuing Education Training
  • Participate in monthly branch meeting/security training
  • Complete annual compliance training
  • Understand Regulatory cash guidelines
  • Customer Service
  • Relationship banking and Product Knowledge
• Customer Service
  • Explain, promote or sell products and services, including electronic services
  • Demonstrate Customer Service principles, work ethics, etc., according to policy (all day experience)
  • Present professional appearance and team collaboration (all day expectation)
  • Answer phone calls and emails and assist customers with their questions
• Additional Function
  • Open New Accounts
  • Train as back up ATM custodian
  • Train as back up vault teller including cash ordering
  • Order checks
  • Pin debit cards
  • Be involved with the community
  • Adhere to Employee handbook (all day expectation)
• Operate Office Equipment
  • Adding Machine (accounted for in section A, B, D)
  • Issue bank checks (accounted for in section C)
  • Computer (all day expectation)
  • Photocopier
  • Typewriter
  • Scanner (accounted for in section D)