Senior Financial Services Representative/ Senior Bank Teller

SmartBank•Dothan, AL

4d•Onsite

About The Position

SmartBank is seeking a Senior Financial Services Representative to provide efficient, friendly, and client-driven service. The role serves as a primary point of contact for clients, handles complex financial transactions, and supports the bank’s core purpose of creating positive client experiences. The representative also performs lobby management, processes deposits, payments, withdrawals, and other banking services, and complies with applicable banking laws and regulations. The role may require travel to branch locations or training sessions and requires availability for the branch schedule, including Saturdays.

Requirements

High school diploma or equivalent.
Prior cash-handling experience.
Exceptional customer service skills.
Six months of banking experience, including new account opening experience and completion of Cash Vault and ATM custodian duties.
Ability to apply general accounting knowledge, including debits, credits, and balancing, to processes.
Ability to cross-sell banking products and services and use sound judgment within established guidelines.
Thorough knowledge of teller drawer equipment, including PODs, recyclers, and traditional cash drawers.
Proficiency with computers, including Microsoft Windows, Word, Excel, Outlook, typing, and ten-key.
Strong math skills.
Strong written and oral communication skills.
Detail orientation and ability to function in a team environment.
Ability to maintain a positive attitude and a high level of integrity.
Ability to maintain regular and predictable attendance.
Willingness to accept new ideas and methods and adapt to change.
Availability to work the branch office schedule, including Saturdays.
Ability to routinely stand, sit, bend, and stoop; occasionally lift or carry loads up to 40 pounds; and stand for long periods as needed.
Ability to perform frequent and regular movements using wrists, hands, and fingers.
Average visual acuity needed to prepare and inspect documents or products and operate machinery.
Ability to hear average or normal conversations and receive ordinary information.
Ability to travel to various branch locations and, if required, training sessions or meetings.

Responsibilities

Embody SmartBank’s core values and core purpose and follow the SmartBank Way.
Serve as a primary point of contact for clients, provide exceptional service, and direct inquiries to appropriate channels.
Perform daily lobby management, including greeting clients, offering hospitality, making introductions, and ensuring refreshments are available.
Receive deposits and payments for SmartBank accounts, verify cash and check negotiability, issue receipts, apply funds according to bank policies, and provide account information.
Cash checks and accept withdrawal requests in accordance with bank policies, referring questionable transactions to a supervisor for approval.
Provide special services, including redeeming U.S. Savings Bonds, issuing official checks, and handling coin deposits and orders.
Process payments for SmartBank credit cards, local utilities, and other services, ensuring payment information is sent to the appropriate agencies by daily cutoff.
Comply with applicable federal, state, and local banking and industry laws and regulations, including the Bank Secrecy Act.
Perform other duties as assigned.