Client Servicing Teller

About the Role

Perform all assigned client service and operational functions as outlined in the teller training checklist. Provide competent and courteous service to current and prospective clients while adhering to BEST (BankIowa Excellence Service Standards).

Responsibilities

• Client Service (60%)
  • Greet clients by name in a friendly, courteous, and professional manner.
  • Maintain confidentiality of customer and bank information.
  • Understand Personal and Business Deposit bank products and services to answer basic account questions and assist customers.
  • Communicate effectively with clients to identify needs and refer them to appropriate personnel for deposit accounts, loans, investments, insurance, and cash management services.
  • Assist clients with digital and eBanking products, including telebanking, online banking, and mobile banking.
  • Process wires and handle client transaction requests accurately in compliance with established Best Practices.
  • Utilize telephone etiquette techniques to professionally handle client calls.
  • Complete all specific client care duties as detailed on the CST training checklist.
  • Resolve client complaints to their satisfaction within BankIowa’s guidelines.
  • Respond to customer fraud issues following card procedures and ID Theft procedures.
  • May be scheduled at another branch within the market as staffing needs warrant.
• Operational Duties (35%)
  • Complete all operational duties as listed on the CST training checklist.
  • Contribute to maintaining the professional appearance of bank premises and work areas.
  • Follow bank policies and procedures for compliance relative to the functions of the position.
  • Complete applicable annual compliance training as required by laws, regulations, and bank policy.
  • Comprehend and comply with all pertinent Bank Secrecy/OFAC/CIP policies and procedures; complete annual training.
  • Maintain awareness of customer expected and unexpected transaction habits; report anomalies to the Bank Secrecy Act Officer.
• Secondary Duties (5%)
  • Perform miscellaneous duties as requested by supervisor relating to the bank and its functions.
  • Participate in client functions and community service events as a bank representative.

Requirements

• High School diploma.
• Must be bondable.

Physical Demands

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• Performance of the job includes physical duties commensurate with a general office environment.
• Must occasionally lift and/or move up to ten pounds.

This position description is not all-inclusive and may require additional duties as assigned. Requirements are subject to change to reasonably accommodate individuals with disabilities.