Banking Services Coordinator
3 weeks ago
We are seeking a Customer Service Representative/Teller to join our team at Wheatland Bank. This role requires providing exceptional customer service while assisting customers with various banking needs. As a member of our team, you will work collaboratively with colleagues who value financial responsibility, collaboration, transparency, and leadership.
About the Role- Process retail and commercial checking and savings deposits by verifying that all necessary documents are in proper form.
- Cash checks, savings withdrawals, and make cash advances; confirm all necessary documents are properly authorized, are in proper form, and are within authorized limits.
- Operate computer terminals or personal computers to process account activity, determine balances, and resolve problems.
- Assist with night depository duties; log, bag, process deposits, make change orders, issue receipts, and return bags to customers.
- Cross-sell the bank's other products and services, referring customers to appropriate staff as needed.
- Issue cashiers' checks.
- Perform safe deposit duties by controlling access and assisting customers.
- Receive and process stop payment and hold orders.
- Accept loan payments.
- Balance cash drawers daily and verify cash being returned to the vault.
- Provide effective customer service and assist in resolving problems within given authority.
- Maintain records and logs; prepare wire transfers, and sort mail or reports as required.
- Answer telephones and direct callers to proper bank personnel.
- May gather data and process various reports (e.g., currency transactions, returned items, overdrafts, monthly audit reports, monthly audit certifications, etc.).
- Process travelers' checks, ATM deposits, change orders, and deposit slip corrections.
- May assist in opening and closing the vault daily; assist in balancing vault currency and coin.
We are looking for an individual with:
- A high school diploma or equivalent.
- Cash handling experience is preferred.
- Customer service experience is preferred.
- The ability to work in a professional and confidential manner.
- Basic ten-key skills.
- The ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Professional verbal communication skills.
- The ability to positively promote our organization to customers and coworkers.
- The ability to add, subtract, multiply, and divide in all units of measure.
- The ability to consistently be at work during scheduled shifts.
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