Teller​/Accounts Representative

About The Role

The Customer Service Representative will greet customers with a smile, assess and fill their needs in a professional manner. Process all customer deposits, withdrawals, loan payments, and sell cashier checks and follow established procedures. The Customer Service Representative is also responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross‑selling the Bank's products and services;

opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank. The Customer Service Representative demonstrates a high degree of accountability while delivering superb customer service.

• Know the features and benefits for all checking accounts, savings accounts, money market accounts, health savings accounts, individual retirement accounts, and certificate of deposit accounts.
• Greet all customers immediately meeting our Service Excellence Pledge standards. Build account relationships by effectively cross selling and referring additional products and services to the appropriate department.
• Accurately open any account with complete documentation and complete the follow up phone calls and thank you cards with the required time frames. Complete Yellowhammer due diligence questions within streamline and follow CIP when opening accounts.
• Actively participate in the High Performance Growth (HPG) program including Branch HPC displays, Big Days, and Tell a Friend program. HPG inventory is maintained and RMS reporting is submitted weekly.
• Know how to use and set up Net Teller (online banking), Bill Pay and E-statements to be able to assist a customer. Order and followup on all check orders with check provider. Process Wire Transfers, and Safe Deposit Clerk.
• Follow up with customer(s) to complete pending items within the 30 day required period. Complete the necessary CIF maintenance when account relationships change. Issue and perform maintenance on VISA Instant Issue and Check Cards.
• Make the determination when a check is deposited into a new checking account if it will require a Reg CC Hold and be able to explain this to the customer. Be able to explain all new account disclosures associated with each retail product.

• Cash Checks, process deposits, withdrawals, transfers and negotiable instruments. Accept payments for loans, lines of credit, safe deposit boxes.
• Process night deposit, Answers incoming calls, directs calls, and takes messages, Issue Cashier's Checks and Credit Card Advances.
• Assist Customers in reconciling accounts, closing accounts, changing addresses.
• Exhibit proficiency and accuracy in cash handling skills including counting, posting, balancing and buying and selling responsibility.
• Other misc duties as assigned.
• Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date.
• Regular and predictable attendance to accomplish job duties and provide in-person contact with customers.

Employees are required to actively use the service pledge in all customer encounters.

Smile

Eye Contact

Refer to Customer by name

Viable Options

Instant Acknowledgement

Customers Always Come First

End with  Thank you

• Previous cash handling experience preferred
• High School Diploma or equivalent GED.

• Working knowledge of Bank products and services
• Computerized bank software applications (Jack Henry) is preferred;…