CSR/Teller

About the role

Purpose: While projecting a professional image, interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Assist customers by receiving and distributing money. Identify and resolve cash balancing errors. Keep records involved in the Bank’s various transactions. CSR/Teller II is authorized with an individual item limit as approved by the Board of Directors, for any item presented for cash or for deposit.

Responsibilities

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the Serve Like Family Playbook.
• Open new accounts, update customer files, or close accounts according to policy.
• Meet accuracy and correctness of work standards as defined annually.
• Meet or exceed cross‑sell goals annually.
• Contribute to branch deposit growth and branch profitability annual goals.
• Resolve customer complaints or refer them to the appropriate individual for resolution.
• Record detailed documentation of customer interactions, transactions, complaints, comments, and actions taken.
• Verify and ensure appropriate action was taken in resolving customer problems.
• Examine documents for valid signatures and endorsements; verify dates, bank names, identification, and legality of documents.
• Cash checks and pay out money after verifying amounts and sufficient funds.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Enter customer transactions into computers and issue computer‑generated receipts.
• Accept loan payments: verify payment amount, loan status, and payoff amounts as required.
• Balance currency, coin, and checks in cash drawers at the end of each business day and calculate daily transactions.
• Count currency, coins, and checks received, by hand or using a currency‑counting machine.
• Order a supply of cash to meet daily needs.
• Prepare and verify various bank products such as cashier’s checks, money orders, travelers’ checks, and gift cards.
• Assist customers with safe deposit box entry and create and submit necessary forms.
• Perform other duties as assigned.

Qualifications

• High school diploma or GED equivalent required.
• Typically 1–2 years of related work experience.
• Basic bookkeeping skills.
• Possess and maintain a valid driver’s license.