Primary CSR - Bank Teller - Full Time

Latrobe•Latrobe, PA

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, guides customers to appropriate resources, and uses in-depth conversations in person and by phone to identify needs and recommend appropriate bank services. The position provides confidential customer service and processes a wide range of financial transactions, including deposits, withdrawals, loan and utility payments, money orders, cashier’s checks, gift and prepaid cards, credit card cash advances, night depository and commercial deposits, and other account transactions. Additional duties include balancing cash and the vault, balancing the ATM, processing cash shipments, providing safe deposit box access, handling basic service requests, and responding to inquiries. The teller supports branch growth and sales objectives, participates in team planning and meetings, and follows security procedures and applicable banking requirements. The 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.

Nice To Haves

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

Responsibilities

Provide prompt, efficient, courteous, professional, and personalized service to existing and new customers.
Respond directly to customer requests and guide 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.
Build customer relationships by cross-selling appropriate bank services and identifying opportunities to recommend financial products.
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, 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.
Handle basic customer service requests, including stop payments, wire transfers, research requests, and technical questions.
Maintain basic knowledge of bank products, services, and electronic banking services.
Balance assigned daily cash and maintain assigned cash limits.
Meet and exceed monthly referral goals through quality conversations and appropriate product and service recommendations.
Assist the branch manager in meeting Relationship Center growth and sales objectives.
Follow security procedures, the Bank Secrecy Act, and the USA Patriot Act, and safeguard customer information.
Help maintain the 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, annual goal-setting meetings, Career Path Meetings, monthly Employee Relations Meetings, and daily five-minute meetings.
Perform other duties as assigned or directed.