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 position responds to customer requests, directs customers to appropriate resources, conducts in-depth conversations in person and by phone using C.A.R.E and Advancing Language, and cross-sells suitable bank services. The role provides confidential customer service and performs financial transactions for personal and commercial accounts, processes deposits and payments, issues financial products such as money orders and prepaid cards, responds to inquiries, and handles basic service requests. It also supports daily cash and operational balancing, ATM and vault activities, deposit processing, and compliance with security and customer-information safeguards. The teller helps the branch manager meet growth and sales objectives, pursues monthly referral goals, maintains the branch’s professional appearance, and participates in planning, coaching, and team meetings. The position does not supervise employees and performs other duties as assigned or directed.

Requirements

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.
High school diploma or equivalent experience in a sales/business-related field.
1–3 years of customer service and cash-handling experience required.
Ability to maintain focus and mental alertness while performing responsibilities.
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.

Responsibilities

Build complete financial relationships with existing and new customers through prompt, courteous, professional, and personalized service.
Respond directly to customer requests and needs 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 promote products that meet customers’ 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 and vault, provide safe deposit box access, and batch the Cash Advance Machine.
Count, verify, and post cash shipments delivered by armored car.
Provide basic customer services, including stop payments, wire transfers, research requests, and responses to 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 identification of customer needs.
Assist the branch manager in ensuring the Relationship Center meets established growth and sales objectives.
Follow security procedures and requirements related to the Bank Secrecy Act, USA Patriot Act, and safeguarding 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 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.