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Banking Professional
2 months ago
The primary role of the Customer Service Representative (CSR)/Teller is responsible for delivering exceptional customer service and sales assistance to consumers and small businesses. This position requires a professional who can present bank products and services to existing and prospective customers, while maintaining compliance with State and Federal regulations and Bank policies and procedures.
Key Responsibilities- Provide customers with excellent service, including greeting customers by name and building a rapport that generates customer loyalty.
- Assist customers with banking needs, including sales assistance and product recommendations.
- Maintain compliance with operational, security, and audit procedures, preventing fraud and protecting customer assets.
- Process daily monetary teller transactions, mail transactions, deposits, withdrawals, check, loan payments, etc.
- Complete all facets of branch opening and closing procedures, teller balancing functions, vault and balancing procedures under bank dual control policies and procedures.
- Maintain branch activity logs for BSA reporting, monetary instruments, and currency In/Out as well as generating CTRs as required.
- High school diploma or GED.
- 6 months prior banking experience, specifically as a teller.
- Ability to focus on tasks and be detail-oriented.
- Positive attitude.
- Computer skills.
- Strong analytical skills.
- Excellent written and verbal skills.
- Extraordinary customer service.
- Self-starter.
- Team player.
- Leadership skills.
- Strong written and verbal communication skills.
- Strong and effective planning and organizational skills.
- Prior sales experience.
- Mathematical skills.
- Strong relationship builder.
- Ability to sit, stand, kneel, and bend for extended periods of time.
- Must be able to operate a computer keyboard, mouse, and other computer components.
- Lifting and transporting heavy to moderately heavy objects.
- Ability to converse and exchange information with customers and all levels of staff within the organization.
- Ability to observe, perceive, and identify data.
- Ability to travel via air, rail, automobile, and/or bus.