Primary CSR - Bank Teller - Full Time

1St Summit Bank•Portage, PA

25d

About The Position

The Primary CSR - Bank Teller 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 sources, and uses in-depth conversations in person and by phone to identify needs and recommend relevant bank services. It performs a broad range of confidential financial transactions and customer service activities while supporting branch growth, security, and day-to-day operations. The position balances assigned cash and maintains cash limits, meets referral goals, supports the branch manager in achieving sales and growth objectives, and participates in planning, coaching, and team meetings. It also helps maintain the branch’s professional appearance and cleanliness and performs other duties as assigned or directed. This position does not supervise employees.

Requirements

High school diploma or equivalent experience in a sales/business-related field.
1–3 years of customer service and cash-handling experience.
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 and 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 with customers and staff in person, by email, and by telephone.
Ability to sit or stand for an extended period.
Close vision and ability to adjust focus.

Responsibilities

Build financial relationships with new and existing customers through prompt, courteous, professional, and personalized service.
Respond to customer requests 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 recommend products that meet customer needs.
Execute deposits, withdrawals, and other personal and commercial checking and savings account transactions.
Handle customer inquiries and provide basic service requests, including stop payments, wire transfers, research requests, and answers to technical questions.
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.
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.
Assist in maintaining the branch’s professional appearance and cleanliness.
Participate in the Relationship Center’s One Year Plan, long-term goals, coaching sessions, and team meetings.
Attend annual meetings 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.