Primary CSR - Bank Teller - Full Time

1ST SUMMIT BANK•Unity Township, PA

About The Position

The Primary CSR builds complete financial relationships with existing and new customers by providing prompt, efficient, courteous, professional, and personalized service. The role responds directly to customer requests, directs customers to appropriate professionals, holds in-depth conversations in person and by phone using C.A.R.E and Advancing Language, and cross-sells appropriate services to meet customer needs. The position provides confidential customer service and processes a range of financial transactions, including deposits, withdrawals, payments, money orders, checks, and card services. It also handles customer inquiries and basic service requests, processes deposits, balances cash and branch equipment, and supports the branch manager in meeting growth and sales objectives. The employee is expected to meet monthly referral goals, follow security and regulatory requirements, help maintain the branch’s appearance, and participate in planning, coaching, and team meetings. This position does not supervise employees. A high school diploma or GED is required. The job involves extended sitting or standing, lifting up to 30 pounds, and communicating with customers and staff in person, by email, or by telephone.

Requirements

High school diploma or GED required.
Excellent verbal and written communication skills.
Exceptional organizational skills and strong attention to detail.
Basic computer skills and digital awareness.
Results oriented.
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, and by telephone with customers and staff.
Ability to sit or stand for an extended period.
Close vision and ability to adjust focus may be required.

Nice To Haves

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

Responsibilities

Build financial relationships with new and existing customers through prompt, efficient, courteous, professional, and personalized service.
Respond directly to customer requests and needs, and direct customers to the appropriate source or professional.
Hold 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 that meet customer needs.
Execute deposits, withdrawals, and other transactions for personal and commercial checking and savings accounts.
Handle 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.
Receive and process loan payments and utility payments.
Scan daily transactions; balance the ATM, vault, assigned cash, and cash limits; provide safe deposit box access; and batch the Cash Advance Machine.
Count, verify, and post cash shipments received via armored car.
Handle basic customer service requests, including stop payments, wire transfers, research requests, and technical questions.
Meet and exceed monthly referral goals through quality customer conversations.
Assist the branch manager in ensuring the Relationship Center meets established growth and sales objectives.
Follow security procedures, the Bank Secrecy Act, and the USA Patriot Act, and safeguard customer information.
Help maintain the branch’s professional appearance and cleanliness.
Participate in the Relationship Center’s One Year Plan, long-term goals and objectives, coaching sessions, and team meetings.
Attend the annual meeting to develop departmental goals, Career Path Meetings with the supervisor, monthly Employee Relations Meetings, and daily five-minute meetings.
Perform other duties as assigned or directed.