Customer Service Teller II

Opportunity Bank of Montana • Helena, MT

1d • Onsite

About The Position

Performs the following duties with independently 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. 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 to build rapport, customer confidence, and trust. Assist with training/mentoring individuals in the CST I position by overseeing, shadowing, and answering questions regarding all day-to-day teller responsibilities. 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 for customer service.
• Awareness of and information concerning available bank products and services.
• Ability to maintain proper cash requirements in teller drawers.
• Adherence to authority limits.
• Ability to balance teller drawer/cash.
• Proficiency in exchanging foreign currency, completing change orders, and processing mail and night drop.
• Skill in responding to customer inquiries and resolving issues.
• Ability to recognize cross-sales opportunities.
• Proficiency in performing banking services and processing transactions accurately and efficiently.
• Ability to assist with training and mentoring CST I positions.
• Adherence to all operational and security policies and procedures.
• Enforcement of compliance and privacy policies.
• Understanding and application of dual control procedures.
• Ability to manage risk and detect fraudulent transactions.
• Knowledge of CIP and BSA procedures.
• Ability to prepare Currency Transaction Reports (CTR).
• Completion of all mandatory bank training.
• Ability to order checks, process address changes, work daily reports, close accounts, handle 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

• Participate in supplemental bank-coordinated educational programs and training courses to 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.
• Assist with training/mentoring individuals in the CST I position.
• 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, handle 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed