CSR/Teller

About the role

Interact with new and existing customers to 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, identifying and resolving cash balancing errors, and keeping records involved in the Bank’s various transactions.

CSR/Teller is authorized with an individual item limit as approved by the Board of Directors for any item presented for cash or for deposit.

Responsibilities

• Assist customers promptly in person, by telephone, or electronically, meeting or exceeding Bank standards as identified in the SMILE program.
• 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 ensure referral 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 information such as dates, bank names, identification, and legality of documents.
• Cash checks and pay out money after verifying numerical amounts and sufficient account funds.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Enter customer transactions into computers to record transactions and issue computer-generated receipts.
• Accept loan payments, verify payment amounts, loan status, and payoff amounts as required.
• Balance currency, coin, and checks in cash drawers at the end of each business day; calculate daily transactions using computers, calculators, or adding machines.
• 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, traveler’s checks, and gift cards.
• Assist customers with safe deposit box entry.
• Create and submit necessary forms.
• Perform other duties as assigned.

Requirements

• High School diploma or equivalent required.
• Typically requires 1-2 years of related work experience and the knowledge, skills, and ability to perform the essential requirements of the job.

Physical Requirements

• Long periods of standing or sitting, typing, and repetitive motion.
• Ability to lift and carry up to 50 lbs on occasion.