CSR Teller

Purpose of Job

Service our customers and possible customers, while maintaining a professional friendly demeanor. Must establish and maintain credibility in our local communities. Additional job duties are listed further down but are not all-inclusive. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements.

Service our customers and possible customers, while maintaining a professional friendly demeanor. Must establish and maintain credibility in our local communities. Additional job duties are listed further down but are not all-inclusive. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements.

• Attention to Communication
• Oral Communication
• Written Communication
• Interpersonal Awareness
• Persuasive Communication
• Customer Orientation (internal and external)
• Diagnostic Information Gathering
• Analytical Thinking
• Technical Expertise
• Initiative
• Conceptual Thinking
• Influencing Others
• Compassionate
• Establishing Focus
• Fostering Teamwork
• Managing Change
• Thoroughness
• Decisiveness
• Self Confidence
• Stress Management
• Personal Credibility
• Flexibility

Knowledge of Retail Banking Operations, Customer Service, and Cash. Ongoing education of compliance regulatory requirements is required.

• Customer Service Representative/Teller Transactions
• Interact with Customers in person or telephone by determining their needs
• Onboard New Customers
• IRA and HSA support
• Be approachable to resolve customers concerns and handle sensitive private matters
• Ensure all required documentation is obtained and is kept current for Business Entities, Trusts, etc.
• Work closely with Operations to service customer needs
• Assist in Dormant Account and Bank Secrecy Act monitoring
• Credit Card Support
• May open early at 7:30 a.m. some days
• Process night drop vault deposits
• Handle customer phone calls
• Cash handling, verify incoming cash shipments
• Operate and maintain a check scanner and PC
• Operate computer software windows based (core)
• Operate a credit card terminal for customer cash advances
• Balance customer’s accounts
• Handle customer dispute of unauthorized charges to account
• Utility payments
• Order foreign currency
• Balance internal accounts
• Balance end of day to Bookkeeping
• Outgoing mailings
• Balance ATMs
• Assist Bank Courier (change orders process deposits)
• Stock incoming supplies
• Daily monitor reports (overdrawn savings, etc.)
• Sort & process (customer transactions) incoming mail