Client Servicing Teller

BankIowa • Amana, IA

6d

About The Position

The Client Servicing Teller performs assigned client service and operational functions listed on the teller training checklist, provides competent and courteous service to current and prospective clients, and adheres to BEST. The role is in the Consumer department and reports to the Office Manager. It may be scheduled at another branch within the market as staffing needs warrant. The teller also participates in client functions and community service events as a bank representative, and performs other job-related duties as assigned.

Requirements

• High school diploma.
• Must be bondable.
• Must maintain confidentiality of customer and bank information and comply with applicable bank policies and procedures.

Responsibilities

• Greet clients by name in a friendly, courteous, and professional manner, and maintain 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 digital and e-banking products, including telebanking, online banking, and mobile banking.
• Process wires and client transaction requests accurately in compliance 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 specified 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 bank policies and procedures, complete applicable annual compliance training, and comply with pertinent Bank Secrecy, OFAC, and CIP policies and procedures.
• Monitor expected and unexpected customer transaction habits and report anomalies to the Bank Secrecy Act Officer.
• Perform miscellaneous duties requested by a supervisor and other duties as assigned.
• Participate in client functions and community service events as a bank representative.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED