CSR/Teller

Purpose:

While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Assist customers by receiving and distributing money. Identify and resolve cash balancing errors. Keep records involved in the Bank’s various transactions.

CSR/Teller II is authorized with an individual item limit as approved by the Board of Directors, for any item presented for cash or for deposit.

Essential Functions:

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the Serve Like Family Playbook.
• According to policy, open new accounts, update customer files, or close accounts.
• Meet accuracy and correctness of work standards as defined annually.
• Meet or exceed cross-sell goals annually.
• Contribute to branch deposit growth and branch profitability annual goals.
• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
• Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.
• Verify and ensure that appropriate action was taken in resolving customer problems.
• Examine documents for valid signatures and endorsements. Verify information such as dates, bank names, identification presented, and the legality of the documents.
• Cash checks and pay out money after verifying that numerical amounts agree and that accounts have sufficient funds.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Enter customer transactions into computers to record transactions and issue computer-generated receipts.
• Accept loan payments: verify the payment amount and the current status of the loan, verify payoff amounts as required.
• Balance currency, coin, and checks in cash drawers at the end of each business day, and calculate daily transactions using computers, calculators, or adding machines.
• Count currency, coins, and checks received, by hand or using currency-counting machine.
• Order a supply of cash to meet daily needs.
• Prepare and verify various bank products such as: cashier’s checks, money orders, travelers’ checks and gift cards.
• Assist customers with safe deposit box entry and create and submit necessary forms.
• Other duties, as assigned.

Education:

• High school diploma, or a GED equivalent required
• Typically requires 1-2 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.
• Basic bookkeeping skills
• Possess and maintain a valid Driver’s License.