Primary CSR - Bank Teller - Part Time
About The Position
The Primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service. This involves executing financial transactions, handling customer inquiries, and promoting appropriate bank services to meet customer needs. The role also requires meeting monthly referral goals, assisting the branch manager with growth and sales objectives, and adhering strictly to security procedures and relevant regulations. Additionally, the position involves active participation in team meetings, goal development, and other assigned duties.
Requirements
- Excellent verbal and written communication skills.
- Exceptional organizational skills and strong attention to detail.
- Basic computer skills and digital awareness.
- Must be results oriented.
- Manual dexterity and numerical skills.
- Knowledge of all products and services and all office functions.
- Must be flexible and adaptable to varied work schedules.
- A positive, enthusiastic attitude.
- The ability to multi-task.
- Proficient with Microsoft Office Suite or related software.
- The ability to operate basic office equipment.
- 1-3 years in customer service and cash handling experience required.
- Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
- Ability to lift up to 30 pounds (i.e., heavy boxes or coin).
- Ability to communicate in person, through email or via telephone with customers and staff members.
- Ability to sit or stand for an extended period.
- Specific vision abilities required by this job may include close vision and the ability to adjust focus.
Nice To Haves
- Sales/business related field experience.
Responsibilities
- Build complete financial relationships with existing and new customers.
- Provide prompt, efficient, courteous, professional, and personalized service.
- Execute financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts.
- 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 Deposits and Commercial Deposits.
- Receive and process all types of loan payments, and utility payments.
- Scan daily transactions, balance ATM, provide Safe Deposit Box access, balance vault, and batch Cash Advance Machine.
- Count, verify and post cash shipments via armored car.
- Provide basic customer service requests such as Stop Payments, wire transfers, research requests, and answer customers’ technical questions.
- Balance assigned daily cash and maintain assigned cash limits.
- Meet and exceed monthly referral goals.
- Assist branch manager to ensure the Relationship Center is meeting established growth and sales objectives.
- Adhere strictly to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.
- Assist in maintaining overall professional appearance and cleanliness of the Branch.
- Actively participate in Relationship Centers’ One Year Plan and long-term goals and objectives, coaching sessions, and team meetings.
- Attend annual meeting to develop departmental goals.
- Attend Career Path Meetings with Supervisor.
- Actively participate in monthly Employee Relations Meetings.
- Participate in daily 5-minute meetings.
- Perform other duties as assigned or directed.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
