Primary CSR - Bank Teller - Part 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 or professional who can meet their needs.
• Conduct in‑depth conversations with customers in person and by phone, utilizing C.A.R.E and Advancing Language.
• Build relationships by cross‑selling appropriate bank services to meet customers’ needs.
• 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, 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 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 customers’ technical questions.
• Demonstrate basic knowledge of products, services, and Electronic Banking services.
• Balance assigned daily cash and maintain assigned cash limits.
• Meet and exceed monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services.
• Assist the branch manager to ensure the Relationship Center meets established growth and sales objectives.
• Strictly adhere to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguard customer information.
• Assist in maintaining 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.
• Attend Career Path meetings with the supervisor.
• Actively participate in monthly Employee Relations meetings to discuss and evaluate progress on goals and objectives.
• 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 and strong attention to detail.
• Basic computer skills and digital awareness.
• Results‑oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products, services, and office functions.
• Flexibility and adaptability to varied work schedules.
• Positive, enthusiastic attitude.
• Ability to multi‑task.
• Proficient with Microsoft Office Suite or related software.
• Ability to operate basic office equipment.

Supervisory Responsibility

This position does not supervise employees.

Education and Experience

• High School diploma or equivalent; sales/business‑related field.
• 1–3 years of customer service and cash handling experience required.

Physical Requirements

• Ability to concentrate and maintain constant 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 telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• 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.