TELLER CSR

Description

JOB TITLE: Teller/CSR, Level 1

DEPARTMENT: Customer Service

REPORTS TO: Customer Experience Supervisor & Customer Service Training and Development Manager

SUPERVISES: No supervisory responsibility

CLASSIFICATION: 

Staff

Full-time

Non-Exempt

Summary:

This individual helps customers with routine financial transactions, answering questions, and suggesting information about Bank products and service. Day-to-day work includes making deposits, processing withdrawals and issuing cashier’s checks. This individual’s primary goal is to ensure excellent customer service standards and maintain high customer satisfaction. 

Essential Functions:

· Greet customers, answer phones, and provide professional, efficient customer service in person and through the drive-thru. 

· Process a variety of financial transactions, including deposits, withdrawals, loan payments, cashier's checks, night drops, and mail. 

· Open new accounts, maintain customer accounts, and perform account services such as address changes, debit card orders, disputes, and stop payments. 

· Promote and cross-sell bank products and services while building and maintaining strong customer relationships. 

· Maintain accurate cash handling procedures by balancing cash drawers, processing branch capture work, and reconciling daily transactions. 

· Resolve customer account and service issues by researching, correcting, and following up to ensure timely resolution. 

· Maintain an organized teller area, stock supplies, and ensure front-line and drive-thru operations run efficiently. 

· Ensure compliance with all bank policies, procedures, regulatory requirements, and Bank Secrecy Act (BSA) standards by completing required training and following established guidelines. 

· Support branch operations by completing required forms and applications, maintaining accurate records and disclosures, implementing updates, and participating in staff meetings and product training. 

· Provide administrative and operational support to bank officers, including customer service assistance, correspondence, project coordination, bank functions, and other duties as assigned.

Benefits:

· Competitive compensation

· Medical, Dental, & Vision Insurance

· Life & Disability Insurance

· Employee Assistance Program (EAP)

· Flex Spending Accounts(FSA)

· Paid Holidays eligible day 1

· Paid time off (vacation, personal and sick)

· Volunteer time off

· 401(k) Retirement Savings Plan with immediate eligibility and company match

· Profit Sharing

· Tuition Reimbursement

· Career growth & advancement opportunities

Work Environment:

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Position type & Expected Hours of Work:

This is a full-time position. Days and hours of work are Monday through Friday 8:15 a.m. to 5:15 p.m. Occasional evening and weekend work may be required as job duties demand. 

Requirements

REQUIREMENTS:

Numerical aptitude, accurate typing, computer and calculator skills are necessary. Requires cash handling ability and strong interpersonal skills. Must understand Bank products and services and be able to explain them.

Professionalism must be exhibited and confidentiality respected at all times.

OTHER WORK:

Assist officer(s) in all customer service administrative duties. 

REQUIRED/PREFERRED EDUCATION & EXPERIENCE:

Cash handling, keyboard and numeric skills and experience working with customers or the public preferred. 

PHYSICAL DEMANDS:

Position may require individual to perform repetitive motion in operating equipment such as keyboard, calculator or other bank/office-related machinery. While performing duties the employee may have to lift and/or move up to 25 pounds. Position requirements may be, but are not limited to, walking, standing, sitting, bending, talking, hearing and communicating. The physical demands are representative of those that must be met to successfully perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

ADDITIONAL REQUIREMENTS:

Valid driver’s license and ability to be insured required if driving.

Position requires attendance at meetings. 

Some travel is expected for this position. However, travel is primarily local and during the business day. 

Employees are responsible for the upkeep/organization of their work area and in cooperation with others in shared areas.

Note that this Job Description is not designed to cover or contain a comprehensive listing of duties or responsibilities. Duties, responsibilities and activities may change with or without notice.

This Job Description has been approved by management.

First Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

First Bank has an Affirmative Action Plan as a requirement of its status as a Federal Contractor.

REQUIRED/PREFERRED EDUCATION & EXPERIENCE:

Cash handling, keyboard and numeric skills and experience working with customers or the public preferred. 

PHYSICAL DEMANDS:

Position may require individual to perform repetitive motion in operating equipment such as keyboard, calculator or other bank/office-related machinery. While performing duties the employee may have to lift and/or move up to 25 pounds. Position requirements may be, but are not limited to, walking, standing, sitting, bending, talking, hearing and communicating. The physical demands are representative of those that must be met to successfully perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

ADDITIONAL REQUIREMENTS:

Valid driver’s license and ability to be insured required if driving.

Position requires attendance at meetings. 

Some travel is expected for this position. However, travel is primarily local and during the business day. 

Employees are responsible for the upkeep/organization of their work area and in cooperation with others in shared areas.

Note that this Job Description is not designed to cover or contain a comprehensive listing of duties or responsibilities. Duties, responsibilities and activities may change with or without notice.

This Job Description has been approved by management.

First Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

First Bank has an Affirmative Action Plan as a requirement of its status as a Federal Contractor.