Customer Banking Specialist
Listed on 2026-10-02
-
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
As a Customer Banking Specialist
, you are the face our customers see every day! Our ideal candidate will possess a customer service mindset, a team-oriented focus, and a desire to learn and grow with a professional organization.
$23.00+ per hour
, depending on experience.
Plus Quarterly Production Bonuses!
Benefits include:
Medical, Dental, Vision, Disability, Life, Paid Time Off, 401k w/match, eligible for discretionary bonus.
The Customer Banking Specialist (CBS) position consists of extensive customer contact in conducting primary banking transactions for personal and business customers. A CBS is responsible for greeting customers, answering the telephones, and processing banking transactions for the customer including deposits, withdrawals, balance inquiries, wire transfers, Cashier Check purchases, change orders, and any other transactions not requiring supervisor status.
We need you to:- Provide exceptional “hometown” customer service
- Handle multiple customers and queries at once and resolve issues as and when they arise.
- Fulfill Teller duties and demonstrate high attention to detail.
- Maintain a balanced cash drawer.
- Retain large amounts of information and put into practice.
- Learn and utilize multiple information processing systems.
- Follow and abide by all company policies and federal regulations.
- High School Diploma or equivalent required.
- Minimum of one year of customer service experience required.
- Basic math skills required.
- Ability to communicate effectively and professionally, verbally and in writing.
- Prior cash handling experience preferred.
- Ability to maintain customer confidentiality.
Daily Procedures:
- Maintain an accurate and orderly cash drawer while processing customer transactions.
- Maintain a clean work environment. Station is to be cleared each evening with computer logged off and cash drawer properly stowed. Customer information is to be hidden at all times when away from station and computer is to be logged off for security.
- Complete all work—properly encoded and including any required Officer signatures or initials—and place in the work bin daily by end of day, according to Bank branch procedures.
- Balance cash drawer daily by end of day and change over to next day’s business.
- Balance and turnover TCR, Vault, and Coin machine on a rotating basis.
- Maintain an organized and accurate cash drawer. Keep money faced and bundled accurately.
- Process checking and savings deposits and withdrawals. Acquire the appropriate signatures and forms and provide customer with receipt and correct cash.
- Cash checks for customers and non-customers (if check is in acceptable format). Acquire appropriate identification and provide accurate cash.
- Assist customers with purchases of Cashier’s Checks. Require acceptable form of payment and provide customer with correct items in return. Maintain an accurate log.
- Prepare change orders for business customers and ensure accuracy.
- Process night drop deposits and courier bags under dual control; maintain an accurate log.
- Accept safe deposit box and loan payments. Provide the customer with a receipt and forward the payments to appropriate departments.
- Maintain acceptable levels of working cash in teller drawer and recycler. This is accomplished by buying and selling cash through the main vault. Proper documentation must be filled out and accurately maintained and recorded.
- Cash in change for customers using appropriate change counting equipment and procedures.
- Complete compliance coursework selected for Customer Banking Specialists by Compliance Department on time twice per year.
- BSA Responsibilities:
Compliance with State and Federal Law and internal bank policy and procedures encompassing the Bank Secrecy Act, OFAC…
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