Customer Service Teller I

Opportunity Bank of Montana•Livingston, MT

1d•Onsite

About The Position

Performs duties under general supervision: Serve customers in person, through the drive-up window where applicable, and on the telephone in accordance with bank policies. All customers will be provided exceptional service. Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service by maintaining awareness of and information concerning available bank products and services. Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash with general oversight. Exchange foreign currency, complete change orders, process mail and night drop with general oversight. Respond to customer inquiries, resolve issues, and recognize cross sales opportunities. Educate customers on alternative channels to provide service. Elevate inquiries that cannot be answered to appropriate responsible party. Perform banking services for customers including processing transactions accurately and efficiently to build rapport, customer confidence, and trust. Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank. Ensure dual control procedures are followed as required. Manage risk in every transaction and detect fraudulent transactions to prevent losses. Report suspicious activity, follow CIP and BSA procedures. Prepare Currency Transaction Reports (CTR). Complete all mandatory bank training. Participate in supplemental bank-coordinated educational programs and training courses to increase job and industry knowledge as time permits. Perform additional duties including but not limited to; Ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer etc. Balance ATM Cash & ATM customer deposits. Issue debit cards and troubleshoot basic debit card issues. Perform routine business correspondence. Perform other related duties as assigned.

Requirements

Adherence to bank policies.
Exceptional customer service skills.
Awareness of and information concerning available bank products and services.
Adherence to authority limits.
Ability to balance teller drawer/cash.
Ability to exchange foreign currency, complete change orders, process mail and night drop.
Ability to respond to customer inquiries and resolve issues.
Ability to recognize cross sales opportunities.
Ability to educate customers on alternative channels.
Ability to process transactions accurately and efficiently.
Adherence to all operational and security policies and procedures.
Enforcement of compliance and privacy policies.
Following dual control procedures.
Risk management in transactions.
Detection of fraudulent transactions.
Reporting of suspicious activity.
Following CIP and BSA procedures.
Preparation of Currency Transaction Reports (CTR).
Completion of all mandatory bank training.
Participation in supplemental bank-coordinated educational programs and training courses.
Ability to order checks, process address changes, work daily reports, close accounts, perform safe deposit box procedures, provide statements and copies.
Ability to balance ATM Cash & ATM customer deposits.
Ability to issue debit cards and troubleshoot basic debit card issues.
Ability to perform routine business correspondence.

Nice To Haves

Increase job and industry knowledge as time permits.

Responsibilities

Serve customers in person, through the drive-up window where applicable, and on the telephone in accordance with bank policies.
Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service.
Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash.
Exchange foreign currency, complete change orders, process mail and night drop.
Respond to customer inquiries, resolve issues, and recognize cross sales opportunities.
Educate customers on alternative channels to provide service.
Elevate inquiries that cannot be answered to appropriate responsible party.
Perform banking services for customers including processing transactions accurately and efficiently.
Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies.
Ensure dual control procedures are followed as required.
Manage risk in every transaction and detect fraudulent transactions to prevent losses.
Report suspicious activity, follow CIP and BSA procedures.
Prepare Currency Transaction Reports (CTR).
Complete all mandatory bank training.
Participate in supplemental bank-coordinated educational programs and training courses.
Order checks, process address changes, work daily reports, close accounts, perform safe deposit box procedures, provide statements and copies as requested by customer.
Balance ATM Cash & ATM customer deposits.
Issue debit cards and troubleshoot basic debit card issues.
Perform routine business correspondence.
Perform other related duties as assigned.