Primary CSR - Bank Teller - Full Time

1ST SUMMIT BANK•Altoona, PA

5d•Onsite

About The Position

The Primary CSR - Bank Teller builds complete financial relationships with new and existing customers by providing prompt, efficient, courteous, professional, and personalized service. The role responds to customer needs, directs customers to appropriate resources, conducts in-depth conversations using C.A.R.E and Advancing Language, and cross-sells bank services suited to customers’ needs. The position provides high-quality, confidential customer service while executing deposits, withdrawals, and other account transactions; responding to inquiries; issuing financial products; processing deposits and payments; and performing daily balancing and cash-handling duties. It also supports branch growth and sales objectives, follows security and regulatory procedures, maintains the branch’s professional appearance, and participates in goal-setting, coaching, and team meetings. This position does not supervise employees.

Requirements

High school diploma or GED.
Excellent verbal and written communication skills.
Exceptional organizational skills and strong attention to detail.
Basic computer skills and digital awareness.
Results-oriented approach.
Manual dexterity and numerical skills.
Knowledge of products, services, and office functions.
Flexibility and adaptability to varied work schedules.
Positive, enthusiastic attitude.
Ability to multitask.
Proficiency with Microsoft Office Suite or related software.
Ability to operate basic office equipment.
Ability to concentrate and maintain focus and mental alertness.
Ability to lift up to 30 pounds.
Ability to communicate in person, by email, or by telephone with customers and staff.
Ability to sit or stand for an extended period.
Close vision and ability to adjust focus.

Nice To Haves

0–2 years of customer service, retail, cash handling, or other customer service experience preferred.

Responsibilities

Build complete financial relationships with existing and new customers through prompt, efficient, courteous, professional, and personalized service.
Respond directly and promptly to customer requests and needs, and direct customers to the appropriate source or professional.
Conduct in-depth customer conversations in person and by phone using C.A.R.E and Advancing Language.
Cross-sell appropriate bank services and identify opportunities to promote products and services that meet customer needs.
Execute deposits, withdrawals, and other transactions for personal and commercial checking and savings accounts efficiently and professionally.
Handle and respond to customer inquiries in a timely manner.
Issue money orders, treasurers’ checks, gift and prepaid cards, and credit card cash advances.
Process night depository, mail, and commercial deposits, as well as loan and utility payments.
Scan daily transactions, balance the ATM and vault, provide safe deposit box access, and batch the cash advance machine.
Count, verify, and post cash shipments received via armored car.
Provide basic customer services, including stop payments, wire transfers, research requests, and answers to technical questions.
Balance assigned daily cash and maintain assigned cash limits.
Meet and exceed monthly referral goals and assist the branch manager in meeting growth and sales objectives.
Follow security procedures, the Bank Secrecy Act, and the USA Patriot Act, and safeguard customer information.
Help maintain the overall professional appearance and cleanliness of the branch.
Participate in the Relationship Center’s One Year Plan, long-term goals and objectives, coaching sessions, team meetings, Career Path Meetings, monthly Employee Relations Meetings, daily five-minute meetings, and annual goal-development meeting.
Perform other duties as assigned or directed.