Primary CSR - Bank Teller - Full Time

Responsibilities

• Build complete financial relationships with existing and new customers by providing prompt, efficient, courteous, professional, and personalized service.
• Provide direct and immediate response to customers’ requests and needs.
• Control flow of customers by directing them to the proper source/professional who can meet their needs.
• Engage in in‑depth conversations (in person and by phone) utilizing C.A.R.E. and Advancing Language.
• Cross‑sell appropriate bank services to meet customers’ needs.
• Execute financial transactions including deposits, withdrawals, and other account activities for personal and commercial checking and savings accounts.
• Handle and respond to customer inquiries in a timely manner.
• Issue money orders, treasurers’ 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 ATMs, provide safe‑deposit box access, balance vault, and batch cash‑advance machines.
• Count, verify, and post cash shipments via armored car.
• Provide basic 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 product opportunities.
• Assist the branch manager to ensure the Relationship Center meets growth and sales objectives.
• Strictly adhere to security procedures, Bank Secrecy Act, USA PATRIOT Act, and safeguard customer information.
• Help maintain 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 annual departmental goal meetings, career‑path meetings with supervisor, and monthly employee‑relations meetings.
• Participate in daily 5‑minute meetings.
• Perform other duties as assigned or directed.

Required Skills/Abilities

• Excellent verbal and written communication skills.
• Exceptional organizational skills with strong attention to detail.
• Basic computer skills and digital awareness; proficient with Microsoft Office Suite or related software.
• Results‑oriented mindset.
• Manual dexterity and numerical skills.
• Comprehensive knowledge of all products, services, and office functions.
• Flexibility and adaptability to varied work schedules.
• Positive, enthusiastic attitude.
• Ability to multi‑task.
• Ability to operate basic office equipment.

Supervisory Responsibility

This position does not supervise employees.

Education and Experience

• High school diploma or equivalent.
• 1–3 years of customer service and cash‑handling experience, preferably in a sales or business‑related field.

Physical Requirements

• Ability to concentrate and maintain a constant state of focus and mental alertness.
• Ability to lift up to 30 pounds (e.g., heavy boxes or coin).
• Ability to communicate in person, via email, or by telephone with customers and staff members.
• Ability to sit or stand for extended periods.
• Specific vision abilities may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.