Teller (Client Services Representative), Erskine Martin's Banking Center, South Bend, IN

1st Source•South Bend, IN

1d•Onsite

About The Position

The Teller (Client Services Representative) provides individualized client service while handling daily transactions, responding to inquiries, and resolving problems in accordance with Bank policies and procedures. The role processes financial transactions accurately and efficiently, identifies client needs, promotes products and services, and refers clients to the appropriate bank colleague when needed. It builds client loyalty through personal, consistently exceptional service. The position also supports banking center operations, including balancing a cash drawer, ATM, and vault and completing end-of-day work. The employee participates in retail sales programs, team meetings, community projects, and relevant educational programs. Regular and predictable attendance and completion of position-related compliance training are essential. The employee must understand and comply with applicable laws and regulations.

Requirements

High School Diploma or GED required.
Ability to respond to and assist clients with inquiries and problem resolution.
Customer-service and sales orientation.
Careful attention to detail and time management.
Good listening, verbal, and communication skills.
Good PC skills, including the ability to work in a Windows-based system.
Ability to cross-sell bank products and services.
Ability to work evenings and weekends based on banking center needs.
Good organizational skills and ability to work in a team atmosphere.
Ability to protect the confidentiality and privacy of others and company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
Ability to travel to all banking centers and other locations for meetings, projects, training, and seminars as needed.
Ability to stand for prolonged periods.
Ability to sit, stand, and walk; operate a keyboard and other office equipment; reach with hands and arms; and talk or hear. Occasional stooping or kneeling and occasional lifting or moving of up to 10 pounds may be required.

Nice To Haves

One or more years of customer or retail service experience.
Cash handling experience.
Ability to communicate in another language.

Responsibilities

Process client financial transactions accurately and efficiently.
Identify client needs, promote bank products and services, and refer clients to the appropriate colleague when needed.
Build client loyalty and relationships, including addressing clients by name.
Deliver exceptional customer service and assist clients with inquiries and problem resolution.
Follow established Bank policies, procedures, guidelines, and applicable legal and regulatory requirements.
Participate in retail sales programs to help meet personal and banking center goals.
Participate in team meetings, community projects, and appropriate educational programs.
Balance the cash drawer and assist with banking center operational duties, including balancing the ATM and vault and completing end-of-day work.
Maintain regular and predictable attendance and complete compliance training related to the position.
Perform other duties as assigned.