Teller/Customer Service Representative
Summary: Responsible for providing an exceptional customer service experience and contribute to improving the financial wellness of our customers. Tellers and Customer Services Representatives are the face of the bank, focused on relationship building and delivering 5-star service.
Department: Retail
E or Non-E: Non-Exempt
Reports To: Branch Manager
Supervises: None
| Essential Functions |
- Must be individually driven and competitive, as well as motivated to work as a team to achieve branch goals.
- Must be able to communicate effectively with customers during difficult situations
- Educate and advise customers on emerging technology and digital solutions such as mobile and online banking, ATM offerings, all designed to make banking easier.
- Process new account transactions.
- Assist customers in their selection of various accounts and financial services.
- Open, maintain and close all deposit account types.
- Assist with questions or concerns regarding current accounts, products, services and transactions.
- Perform traditional teller functions as needed by accurately processing checking and savings deposits, withdrawals, loan payments, cash advances, etc.
- Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
- Balance drawer daily, including periodic batching of cashed checks; investigate and resolve out-of-balance conditions.
- Ensure bank is in compliance with federal banking regulations including, but not limited to; Bank Secrecy Act, OFAC, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm- Leach-Bliley Act, the Federal Reserve’s “lettered” regulations, and Teller/CSR roles and responsibilities relating to each act.
- Responsible for checking night depository bags and recording proper information on the financial institution’s
- forms.
- Must be willing to travel to other branches when needed.
- Must be willing to work on Saturday at Marketplace Branch, when needed.
- Must have excellent customer service skills and a good attitude.
- Must dress neatly and be well groomed.
- Performs other duties as assigned.
|
| Education and Experience |
- Graduation from high school or equivalent GED
- Some college or post graduate technical training preferred
- A minimum of two year’s job-related experience is preferred
- Excellent communication skills both verbal and written
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
- Above average computer and keyboard skills.
- Good organizational skills.
|
Physical Requirements
|
Frequency |
Lbs. |
| Sitting |
10% – 50% |
|
| Standing |
50% – 90% |
|
| Walking |
50% |
|
| Fine Manipulation of Hands |
90% |
|
| Lifting |
Occasionally |
10 |
| Carrying |
Daily |
3 – 5 |
| Pushing/Pulling |
Occasionally |
|
| Bending/Squatting |
Daily |
|
| Reaching Overhead |
Occasionally |
|
