Teller/Personal Banker

Location: Granite Falls, MN

About the role

The Teller/Personal Banker provides professional and knowledgeable assistance to all customers, handling inquiries, daily transactions, and personal banking functions in accordance with the Bank’s policies and procedures. This position serves as an advocate for Citizens Alliance Bank, promoting products, services, and the Bank’s brand while building long-term customer relationships.

Responsibilities

• Process transactions through a teller platform, including verifying incoming cash, accurately dispersing cash, and accepting deposits and payments.
• Assist with end-of-day processing and check imaging, ensuring accuracy before submission.
• Provide account information, answer customer inquiries, and complete telephone transfers in compliance with Bank policies.
• Open all types of new deposit accounts, resolve problems, and educate customers on managing their products and services.
• Use effective selling techniques to promote and sell additional products and services, actively pursuing potential customers.
• Complete all required documentation in compliance with bank policy and regulations during customer interactions.
• Service retail and business deposit accounts while promoting additional products and services.
• Act as a liaison between customers and the bank, demonstrating proficiency in the Bank’s products and services to build relationships.
• Proactively contact existing customers via personal visits or telephone calls to cultivate relationships.
• Maintain knowledge of customers’ financial needs and available bank products and services.
• Answer phones, resolve complex account inquiries in collaboration with the Operations Help Desk, and provide account information.
• Verify account balances, print copies of items or statements, and provide requested account information to customers.
• Maintain knowledge of Internal Service Standards and procedures for the department and related workflows.
• Read, interpret, and apply appropriate policies, procedures, or operating manuals.
• Maintain complete confidentiality regarding sensitive customer and proprietary information.
• Remain in a standing or stationary position for 50% of the time and occasionally lift up to 30 pounds.
• Exemplify and follow the Bank’s core values in all interactions.
• Maintain regular attendance and punctuality.
• Travel to trade and industry schools and seminars as needed.
• Install a Multi-Factor Authentication (MFA) app on a personal mobile device for security purposes.
• Adhere to all applicable federal, state, and local laws, regulations, and guidance, including those related to BSA/AML, as well as the Bank’s policies and procedures.
• Perform other duties as assigned and requested.

Qualifications

• Required: High School diploma or GED.
• Required: Continuing education to maintain job knowledge.
• Preferred: One to three years of banking experience.
• Preferred: One to three years of administrative or customer service experience.
• Preferred: Proficiency in Microsoft Office Suite.

Core Values

• Humility – We are “blue-collar bankers,” relatable and down-to-earth, treating every customer with equal respect.
• Respectful, Genuine Care for Others – We care about each other, our customers, and our communities.
• Finds A Way – A can-do spirit, a desire to help, contribute, and make a difference.
• Effort – We hold ourselves to a high standard and earn trust from customers and colleagues daily.
• Owning-It – Accountability and follow-through; when we commit to something, we get it done.