Customer Banking Specialist

YAMPA VALLEY BANK•Steamboat Springs, CO

6d•$23

About The Position

As a Customer Banking Specialist (CBS), you are a customer-facing member of the bank who conducts primary banking transactions for personal and business customers. The role includes greeting customers, answering telephones, processing transactions, and providing courteous, accurate service in the lobby and drive-through. CBSs handle deposits, withdrawals, balance inquiries, wire transfers, cashier’s check purchases, change orders, and other transactions that do not require supervisor status. The position also supports account maintenance, online banking, Bill Pay, Zelle, ATMs, and Visa debit cards. The CBS must maintain customer confidentiality, an accurate cash drawer, and compliance with company policies and applicable federal and state regulations, including Bank Secrecy Act requirements. The employer states compensation is $23.00 or more per hour depending on experience, plus quarterly production bonuses, and lists benefits including medical, dental, vision, disability, life insurance, paid time off, and a 401(k) with match.

Requirements

High school diploma or equivalent.
At least one year of customer service experience.
Basic math skills.
Ability to communicate effectively and professionally, verbally and in writing.
Ability to maintain customer confidentiality.
Proficient computer skills.

Nice To Haves

Prior cash handling experience.

Responsibilities

Provide exceptional hometown customer service and greet customers in the lobby and drive-through; direct or announce customers to the appropriate department or officers.
Answer telephone calls after two rings, assist callers where possible, or transfer calls to the appropriate department.
Process customer banking transactions, including checking and savings deposits and withdrawals, check cashing, cashier’s checks, change orders, safe deposit box and loan payments, and night drop deposits and courier bags.
Maintain an organized, accurate cash drawer and appropriate working cash levels; document and record cash purchases and sales through the main vault.
Process wire transfer requests, enter information into the BIDS system, and forward forms and supporting documentation to Accounting for review and approval.
Assist with account service requests, including account closures, research, statement and imaged-check copies, check orders, stop payments, inter-bank transfers, and contact-information changes.
Answer customers’ basic questions about bank procedures and account types.
Support customers with internet banking, password and security-question resets, lockouts, mobile deposits, Zelle issues, and Bill Pay.
Assist with debit card dispute forms and troubleshooting; order or print ATM and debit cards and help customers set limits and travel exemptions.
Maintain customer confidentiality and follow company policies, banking procedures, and applicable regulations.
Complete required Compliance Department coursework twice per year on time.
Comply with Bank Secrecy Act, OFAC, USA PATRIOT Act, and internal policies; accurately complete Currency Transaction Reports and Monetary Instrument Logs and detect and report suspicious activity to the BSA Officer.
Retain and apply information, use multiple information-processing systems, and handle multiple customers and inquiries while resolving issues.