Primary CSR - Bank Teller - Full Time

1ST SUMMIT BANK•Altoona, PA

23d•Onsite

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 cross-selling appropriate bank services. The role also requires meeting referral goals, assisting the branch manager with growth and sales objectives, and adhering strictly to security procedures and banking regulations. Active participation in team meetings and departmental goal development is also expected.

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.
High School diploma or equivalent experience sales/business related field.
1-3 years in customer service and cash handling required.

Responsibilities

Provides direct and immediate response to customers’ requests and needs.
Controls flow of customers by directing them to proper source/professional who can meet their needs.
Utilizes C.A.R.E and Advancing Language in in-depth conversations with customers, in person and by phone.
Builds relationships by cross-selling appropriate bank services to meet customers’ needs.
Executes financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and completes all other types of account transactions in an efficient and professional manner.
Handles and responds to customer inquiries in a timely manner.
Issues Money Orders, Treasurers’ Checks, Gift and Prepaid cards, Credit Card Cash Advances.
Processes Night Depository, Mail Deposits and Commercial Deposits.
Receives and processes all types of loan payments, and utility payments.
Scans daily transactions, balances ATM, provides Safe Deposit Box access, balances vault, and batches Cash Advance Machine.
Counts, verifies and posts cash shipments via armored car.
Provides basic customer service requests such as Stop Payments, wire transfers, research requests, and answers customers’ technical questions.
Balances assigned daily cash and maintains assigned cash limits.
Meets and exceeds monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services.
Assists branch manager to ensure the Relationship Center is meeting the established growth and sales objectives.
Strictly adheres to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.
Assists in maintaining overall professional appearance and cleanliness of the Branch.
Actively participates in Relationship Centers’ One Year Plan and long-term goals and objectives, coaching sessions, and team meetings.
Attends annual meeting to develop departmental goals.
Attends Career Path Meetings with Supervisor.
Actively participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives.
Participates in daily 5-minute meetings.
Performs other duties as assigned or directed.