Customer Banking Specialist

YAMPA VALLEY BANK•Craig, CO

5d•$21

About The Position

As a Customer Banking Specialist (CBS), you are a daily point of contact for personal and business customers, conducting primary banking transactions and providing customer service in the lobby and drive-through. The role includes greeting customers, answering telephone calls, processing teller transactions, and assisting with account maintenance, online banking, and ATM and Visa debit card needs. The position pays $21.00 or more per hour, depending on experience, with quarterly production bonuses.

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.
Ability to handle multiple customers and queries, retain information, learn and use multiple information-processing systems, and demonstrate attention to detail.
Legally authorized to work in the United States; the employer does not sponsor work visas.

Nice To Haves

Prior cash-handling experience.

Responsibilities

Provide friendly, timely, and accurate customer service; greet and acknowledge customers, direct them to the appropriate department, and announce customers to officers.
Answer telephone calls after two rings, assist callers when possible, or transfer them to the appropriate department.
Process checking and savings deposits and withdrawals, cash checks, handle cashier’s checks, prepare business change orders, accept loan and safe deposit box payments, and process night drop deposits and courier bags under dual control.
Maintain an organized, accurate, and balanced cash drawer; manage working cash through the main vault and maintain required documentation and logs.
Use appropriate identification, signatures, forms, receipts, and procedures when processing transactions.
Complete wire transfer forms and enter information into the BIDS system for Accounting review and approval.
Assist with account closures, research requests, statement and imaged-check copies, check orders, stop payments, inter-bank transfers, and customer contact-information updates.
Answer basic questions about bank procedures, account types, and internet banking products; troubleshoot online banking, password, security-question, lockout, mobile deposit, Zelle, and Bill Pay issues.
Assist with debit card disputes and troubleshooting; order or print ATM and debit cards and help customers set card limits and travel exemptions.
Maintain customer confidentiality and follow company policies, federal and state laws, and internal procedures, including Bank Secrecy Act, OFAC, and USA PATRIOT Act requirements.
Complete assigned compliance coursework on time twice per year and accurately complete Currency Transaction Reports and Monetary Instrument Logs; detect and report suspicious activity to the BSA Officer.
Use appropriate cash-counting equipment and procedures when making change for customers.