Client Servicing Teller

BankIowa•Lenox Township, IA
•$17 - $18

About The Position

The Client Servicing Teller performs assigned client-service and operational functions as outlined in the teller training checklist. The role provides competent, courteous service to current and prospective clients and adheres to BEST. The teller may be scheduled at another branch within the market as staffing needs warrant and may be asked to perform other job-related duties.

Requirements

  • High school diploma.
  • Must be bondable.

Responsibilities

  • Greet clients by name in a friendly, courteous, and professional manner.
  • Maintain the confidentiality of customer and bank information.
  • Understand Personal and Business Deposit products and services to answer basic account questions.
  • Identify client needs and refer clients to appropriate personnel for deposit accounts, loans, investments, insurance, and cash management services.
  • Assist clients with telebanking, online banking, mobile banking, and other digital and eBanking products.
  • Process wires and client transaction requests accurately in accordance with established Best Practices.
  • Communicate effectively with colleagues across departments to provide outstanding client service.
  • Resolve client complaints to the client's satisfaction within BankIowa's guidelines.
  • Use professional telephone etiquette when handling client calls.
  • Complete client-care and operational duties listed on the CST training checklist.
  • Respond to customer fraud issues according to card and identity-theft procedures.
  • Help maintain the professional appearance of bank premises and work areas.
  • Follow applicable bank policies and procedures, complete required annual compliance training, and comply with Bank Secrecy, OFAC, and CIP requirements.
  • Monitor customer transaction habits and report anomalies to the Bank Secrecy Act Officer.
  • Perform miscellaneous duties requested by a supervisor and participate in client functions and community service events as a bank representative.
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