Job Title: Full-Time Teller / CSR |
Work Location: Ottawa Branch |
Department: Teller/CSR |
Reports to: Community President, Ottawa |
☒ Full-Time ☒ Hourly, Non-Exempt ☐ Part-Time ☐ Salaried, Exempt ☐ Salaried, Non-Exempt |
Job Summary:
This is a responsible position requiring initiative and knowledge of services available to customers. To succeed as a bank Teller/CSR, you should have a professional appearance and a customer-focused positive attitude. This position plays a critical role in delivering exceptional customer service during every interaction. You need to be courteous, helpful, efficient, and accurate.
This position is not a remote position, nor does it have the option of being a hybrid position.
Work schedule is Monday through Friday and Saturdays as scheduled.
Duties and Responsibilities:
Teller duties and responsibilities include, but are not limited to:
- Ø Receives cash and checks for deposits; verifies amounts and looks for check endorsements. Examines cash carefully to guard against acceptance of counterfeit bills.
- Ø Cashes checks for customers after verifying identification and checking account balances in accordance with bank policy.
- Ø Enter transactions into the Fiserv Teller product and issue customer receipts.
- Ø Redeem Savings bonds.
- Ø Process credit card cash advances.
- Ø Count cash balance at beginning of shift, and balances cash and checks, against computer records at the end of shift.
- Ø Prepare bank cashier’s checks.
- Ø Explain bank services and charges to customers.
- Ø Observe suspicious behavior and report any such activity to your supervisor and/or security personnel as appropriate. In the event of a robbery, remain calm and follow bank procedures to safeguard customers and staff.
- Ø Balance ATM, coin machines, teller drawer and vault.
- Ø Promote the bank’s services and cross sell bank products.
- Ø Make a concentrated effort to solve customer problems.
- Ø Participate in community activities to enhance public awareness of the bank.
- Ø Other job-related duties as assigned.
CSR duties and responsibilities include, but are not limited to:
- Ø Answering phones.
- Ø Troubleshooting a variety of customer issues.
- Ø Opening accounts in Navigator/Fiserv (personal and business) including HSA, IRA, and Trust accounts.
- Ø Assist customers with opening or renewing Certificates of Deposit.
- Ø Closing accounts.
- Ø Placing check orders.
- Ø Scanning.
- Ø Back up each CSR.
- Ø Be knowledgeable of Patriot Act.
Qualifications:
- Ø Is willing to learn bank policies, procedures, and general banking practices.
- Ø Requires a mature, professional person with an outgoing personality, and the ability to conduct themselves with tact, courtesy, and have a genuine desire to serve others.
- Ø Possess the necessary judgment that is required to assess, interpret, and meet the needs of the customer.
- Ø Represent and promote the bank and its various banking products.
- Ø Requires multi-tasking while paying attention to detail and accuracy in handling various negotiable instruments.
- Ø A thorough knowledge of forms and proper use of them in processing the various transactions is essential (training will be provided).
Experience and Education:
- Ø Two years of customer service experience is a plus.
- Ø Two years of cash handling experience is a plus.
- Ø High School Diploma or equivalent required (GED) is required.
Physical Requirements:
- Ø Ability to perform the essential job functions consistently safely and successfully with the ADA, FMLA and other Federal, State, and local standards, including meeting qualitative and/or quantitative productivity standards.
- Ø Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other Federal, State and Local standards.
- Ø Must be able to lift and carry up to 25 pounds.
- Ø Must be able to talk, listen, sit, stand, walk, and speak clearly on telephone.
Equal Opportunity Employer/Veterans/Disabled 11.07.2024