Teller/CSR

Core Values

All Planters Bank employees are expected to live the core values of Head, Heart, Hands, and Feet each day at work.

Summary

Operates a teller window by providing prompt, efficient, and accurate customer service, maintains security of a cash drawer, represents the bank in a courteous, professional manner, stays alert to customer needs, cross‑sells bank products, and refers customers to the appropriate staff.

Responsibilities

• Maintain a strict standard of confidentiality involving all transactions.
• Deliver quality service to all customers.
• Possess a team‑oriented attitude with a desire to see success in themselves and others.
• Develop a working knowledge of all bank products.
• Interact with customers to open new accounts, maintain existing accounts in response to inquiries about products and services, cross‑sell all bank products and services, and resolve customer complaints.
• Provide general clerical assistance to the department.

Qualifications

• High school diploma or equivalent preferred.
• Basic accounting knowledge.
• At least six months of handling and balancing money transactions within the prior four years.
• Strong verbal, written, and telephone communication skills.
• Computer skills: keyboard proficiency, accounting software, word processing, spreadsheet software, email, and Internet use.
• Satisfactory Credit Bureau and background check report.
• NCRC certification – minimum level of Bronze.

Equipment

• Ten‑key calculator
• Fax machine
• Photocopier

Physical Requirements

• Sitting: 20% of the time
• Standing: 70% of the time
• Walking: 10% of the time
• Fine manipulation of hands: 80% of the time
• Lifting frequently up to 40 lb
• Carrying frequently up to 40 lb
• Pushing/Pulling: none
• Bending/Squatting frequently
• Reaching overhead: none