Customer Service Representative/Teller

Commercial Bank & Trust CoMemphis, TN
Onsite

About The Position

This role involves performing the duties of both a paying and receiving teller and a customer service representative. Responsibilities include handling various financial transactions, opening new accounts, cross-selling bank products, assisting customers with inquiries, and maintaining operational procedures. The position also requires adherence to compliance regulations, IT security policies, and a commitment to excellent customer service and attendance.

Requirements

  • High school diploma or equivalent
  • Previous experience working directly with the public is preferred

Nice To Haves

  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite or related software

Responsibilities

  • Performs the duties of a paying and receiving teller: cashes checks; accepts deposits and loan payments and safe deposit rent; sells Official Checks; completes CTRs and Cash Log as needed; takes check orders; performs Visa/Mastercard cash advances.
  • Performs the duties of a Customer Service representative: opens new accounts; monitors check orders; cross-sells all accounts offered by the bank; assists customers with IRAs and IRA questions and with account inquiries and outgoing wires; orders Mastercard debit/ATM cards; distributes incoming mail daily.
  • Opens, Balances, and Closes Card Wizard Machine daily.
  • Complies with CIP requirements.
  • Scans teller work for Branch Capture and performs regular cleaning of scanner.
  • Balances ATM and cash vault on a rotating basis.
  • Assists with opening and closing procedures.
  • Orders office supplies as needed.
  • Answers telephone and assists customer or transfers to the appropriate person.
  • Seeks opportunities to expand banking relationship with customers.
  • Maintain prompt and regular attendance.
  • Demonstrate a positive, helpful attitude with co-workers and customers.
  • Strives to improve efficiency in his/her work area through cost savings.
  • Perform other duties as assigned.
  • Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis.
  • Follows IT Security Policies and Procedures, including the diligent reporting of phishing emails.
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