Bank Teller

POSITION DESCRIPTION The Client Success Champion I (CSC I) is responsible for delivering excellent service through personalized, efficient, and accurate handling of client needs. They enhance the client’s experience by providing exceptional, professional, and consistent service using a video system or providing branch relief coverage. The duties of the CSC I include but are not limited to, processing all teller transactions, answering phones, following up on client inquiries and assisting in various Branch Support related tasks.

All retail employees are responsible for identifying referral opportunities and making qualified referrals to branch leadership team and business partners.

This is a part‑time role at 20 hours a week, with a schedule of Monday through Friday with 4 hours each day. Shift times will vary and will be scheduled between the hours of 9:45am and 5:15pm. This position is eligible for medical benefits.

POSITION QUALIFICATIONS High School diploma or GED required. Level experience requirements or equal experience and education. Level I minimum of 1 year cash handling or customer service experience. Level II requires at least 1 year of teller experience. Level III requires at least 2 years banking, customer service. Skill competencies required include, but are not limited to:

Comfortable with emerging technologies such as virtual client interactions.

Ability to multi-task by operating multiple computer programs at one time.

Excellent relationship building and interpersonal skills.

Strong client focus and effective listening skills.

Cash handling skills with good balancing record.

Strong attention to detail.

Flexible with shifting priorities.

Ability to work both independently and as a team player.

Strong organizational and multi-tasking skills in a fast-paced environment.

Practice ethical behavior and understand the need for confidentiality.

Branch hours to include Saturday hours.

Must be able to travel to Retail branch locations as needed.

Ensure compliance with regulatory requirements, including the Bank Secrecy Act.

Must be able to lift 25 pounds.

POSITION RESPONSIBILITIESDuties may include but not limited to the following:

Responsibility #1 Branch Financial Performance / Customer Service Actively supports the organizations sales objectives and campaigns by cross-selling products or by listening for client needs and referring to appropriate business lines as needed.

Branch consistently achieves financial goals, everyone has a role in hitting those goals.

Completes all required compliance training and other training in a timely manner.

Actively participates in self-development and training to increase productivity.

Opportunistically provides relationship review with existing clients, asking questions and listening effectively to maintain rapport and gain additional business. (We are relationship bankers, not transactional bankers).Provide excellent customer service and meet service standards, responds to client inquiries and requests in a timely manner. Answers calls and replies to emails within service standards.

Quickly identifies problems that arise and provides resolution or referral.

Works cooperatively with Client Success Manager and Relationship Manager to resolve issues to the client’s satisfaction.

Responsibility #2 Transaction Management Accurately and efficiently processes a variety of client financial transactions in accordance with established policies and procedures.

Consistently balance cash drawer within established guidelines.

Performs a variety of general tasks such as completing forms, maintaining files, and reviewing daily reports.

Ensures required forms associated with transactions are submitted to the proper department in a timely manner.

Ensures compliance with BSA and other regulations associated with this position.

Demonstrates proficiency in identifying suspicious activity and ensuring completion of required reports in accordance with BSA regulations and internal policies and procedures.

Responsibility #3 Communication Demonstrates interpersonal skills along with the ability to maintain a professional, outgoing, and pleasant demeanor at all times.

Communicate effectively to…