Primary CSR - Bank Teller - Part Time

The Primary Duty

Builds complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service.

• Provides direct and immediate response to customers’ requests and needs.
• Controls flow of customers by directing them to proper source/professional who can meet their needs.
• With every customer interaction have in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language.
• Buils relationships by cross-selling appropriate bank services to meet customers’ needs.

Provides High Quality Customer Service

• Executes financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and complete all other types of account transactions in an efficient and professional manner.
• Handles and responds to customer inquiries in a timely manner.
• Issues Money Orders, Treasurers’ Checks, Gift and Prepaid cards, Credit Card Cash Advances.
• Processes Night Depository, Mail Deposits and Commercial Deposits.
• Receives and processes all types of loan payments, and utility payments.
• Scans daily transactions, balance ATM, provide Safe Deposit Box access, balance vault, batch Cash Advance Machine.
• Counts, verifies and posts cash shipments via armored car.
• Provides basic customer service requests such as Stop Payments, wire transfers, research requests, answer customers’ technical questions.
• Basic knowledge of products, services, and Electronic Banking services.
• Balances assigned daily cash and maintains assigned cash limits.

Maintains Growth and Sales Objectives

• Meets and exceeds monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services to meet our customers’ needs.
• Aids branch manager to ensure the Relationship Center is meeting the established growth and sales objectives.

Adheres to Security Procedures

• Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Maintains Professional Appearance and Cleanliness

• Maintains overall professional appearance and cleanliness of the Branch.

Participates in Team Meetings

• Participates in daily 5-minute meetings.
• Attends annual meeting to develop departmental goals.
• Attends Career Path Meetings with Supervisor.
• Participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives.

SUPERVISORY RESPONSIBILITY

• This position does not supervise employees.

EDUCATION AND EXPERIENCE

• High School diploma or equivalent experience in sales/business-related field.
• 1-3 years in customer service and cash handling experience required.

PHYSICAL REQUIREMENTS

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