Teller/Personal Banker

Position Summary

This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, handle daily transactions and questions in accordance with Bank policies and procedures, and serve as an advocate of the Bank, promoting its products and services.

Essential Functions

• Processes transaction through a teller platform which includes verifying incoming cash, accurately dispersing cash, and accepting various deposits and payments.
• Affixes end of day processing and check imaging, ensuring accuracy before submission.
• Provides account information, answers customer inquiries and requests, and completes telephone transfers in compliance with Citizens Alliance Bank's policies and procedures.
• Opens all types of new deposit accounts, resolves problems, and assists customers in accessing and managing their products and services.
• Promotes and sells additional products and services to create product interest and generate customer action.
• Actively pursues potential customers and recognizes quality potential customers through interviewing.
• Serves all retail and business deposit accounts, promotes and sells additional products and services, and displays knowledge and proficiency in the bank's products and services.
• Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
• Answers phones and completes telephone requests.
• Collaborates with Operations Help Desk to resolve complex account inquiries as they arise.
• Verifies account balances, provides account information to customers, and prints copies of items and/or statements from customer accounts.
• Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
• The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
• Maintains complete confidentiality regarding sensitive customer and proprietary information.
• Must be able to remain in a standing or stationary position 50% of the time. Must occasionally lift 30 pounds.

Core Values

• Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
• Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
• Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
• Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
• Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.