Primary CSR - Bank Teller - Full Time

About the role

The primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service. This includes responding directly to customer requests, directing customers to the appropriate source, engaging in‑depth conversations using C.A.R.E and advancing language, and cross‑selling appropriate bank services.

Responsibilities

• Execute financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and complete all other types of account transactions efficiently and professionally.
• Handle and respond to customer inquiries in a timely manner.
• Issue money orders, treasurer’s checks, gift and prepaid cards, and credit‑card cash advances.
• Process night depository, mail deposits, and commercial deposits.
• Receive and process all types of loan payments and utility payments.
• Scan daily transactions, balance ATM, provide safe deposit box access, balance vault, and batch cash‑advance machine.
• Count, verify, and post cash shipments via armored car.
• Provide basic customer service requests such as stop payments, wire transfers, research requests, and answer technical questions.
• Maintain basic knowledge of products, services, and electronic banking services.
• Balance assigned daily cash and maintain assigned cash limits.
• Meet and exceed monthly referral goals through quality conversations and identifying opportunities to promote appropriate financial products and services.
• Assist the branch manager to ensure the Relationship Center meets established growth and sales objectives.
• Adhere strictly to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguard customer information.
• Assist in maintaining the overall professional appearance and cleanliness of the branch.
• Actively participate in the Relationship Center’s One‑Year Plan, long‑term goals, coaching sessions, and team meetings.
• Attend the annual meeting to develop departmental goals and career‑path meetings with supervisor.
• Participate in monthly employee‑relations meetings to discuss and