CSR/Teller - W 21st

Peoples Bank and Trust•Wichita, KS

About The Position

The CSR/Teller works directly with customers in a professional environment and performs advanced administrative, technical, and professional duties within the bank. The role recommends products and services to customers and business entities to improve their banking experience. It reports to the Frontline Manager. The position combines customer service, teller operations, and relationship management. The employee engages customers according to the bank’s Benchmark Service Standards, maintains customer relationships, opens and maintains accounts, processes transactions, handles cash balancing activities, and works with internal departments to support customer satisfaction. Other duties may be assigned. The position is performed in a climate-controlled professional office environment with adequate lighting. Schedules may include occasional Saturday attendance, depending on branch location and business needs. Physical requirements include regular typing and mouse use, occasional lifting or moving of up to 20 pounds, and standing, sitting, bending, kneeling, squatting, and walking for extended periods. The role also requires clear communication, average hearing in an office environment, and specified close, color, peripheral, and depth vision and focus adjustment abilities.

Requirements

  • High school diploma or equivalent required.
  • Advanced knowledge and understanding of all products and services offered by Peoples Bank and Trust.
  • Understanding of Peoples Bank and Trust policies and procedures related to the services provided.
  • Attention to detail.
  • Ability to assess businesses to determine customer needs and make recommendations.
  • Strong written and verbal communication skills.
  • Self-motivation and self-management.
  • Problem-solving ability.
  • Organized and analytical approach.
  • Interpersonal and customer relationship-building skills.
  • Time-management skills.
  • Computer literacy.
  • Strong ability to multitask.
  • Applied leadership and mentoring/training ability.
  • Ability to speak effectively and communicate clearly.
  • Ability to hear average conversations at a standard level in an office environment around customers and bank personnel.
  • Regular ability to type and use hands to maneuver a mouse.
  • Required vision abilities include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus with 20/20 vision, with or without eyeglasses or contacts.
  • Ability to occasionally lift or move up to 20 pounds unassisted and to stand, sit, bend, kneel, squat, and walk for long periods.
  • Ability to deal with a variety of variables under limited standardization.
  • Strong numeric capabilities, including adding, subtracting, multiplying, and dividing using whole numbers and common fractions.
  • Ability to read, analyze, and interpret documents and communicate clearly.

Nice To Haves

  • Two or more years of banking or customer service experience preferred.

Responsibilities

  • Engage customers according to the bank’s Benchmark Service Standards.
  • Foster ongoing relationships that improve customer commitment.
  • Recommend products to customers based on their needs.
  • Respond to customer requests with simple, knowledgeable guidance to resolve issues.
  • Project a favorable image of the bank to the community.
  • Open and maintain personal, business, trust, and estate accounts.
  • Demonstrate commitment to and participate in the bank’s High Performance Growth Strategy.
  • Cash checks and handle deposits and miscellaneous transactions, including cash advances, gift cards, and BBOK credit card payments.
  • Maintain a balanced cash drawer.
  • Assist with mail and night drop transactions.
  • Answer teller-related issues on incoming phone calls.
  • Assist with balancing issues, vault balancing, ordering money, and shadowing new tellers as needed.
  • Initiate and maintain customer contact through customer interaction, call activity, community involvement, and other methods.
  • Build and maintain professional working relationships with internal departments to drive products, services, and referrals and achieve customer satisfaction.
  • Perform other duties as assigned.
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