Teller (Client Services Representative), FLOAT, LaPorte County, IN

1st Source•LaPorte, IN

About The Position

Provides individualized client service while handling daily transactions, addressing inquiries, and resolving problems in accordance with Bank policies and procedures. The role processes financial transactions, builds client relationships and loyalty, promotes bank products and services, and supports banking center operations. Regular and predictable attendance and completion of all position-related compliance training are essential. The employee must understand and comply with applicable laws and regulations. Travel to bank locations may be needed for meetings, projects, training, and seminars.

Requirements

High school diploma or GED.
Ability to respond to and assist clients with inquiries and problem resolution.
Customer-service and sales orientation.
Careful attention to detail and time-management skills.
Good listening, verbal, and communication skills.
Good PC skills; 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, as well as company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
Ability to travel to all locations as needed for meetings, projects, training, and seminars.
Ability to sit, stand, walk, operate a keyboard and other office equipment, reach with hands and arms, and talk or hear; occasional stooping or kneeling and lifting or moving up to 10 pounds.

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 products and services, and refer clients to appropriate bank colleagues when needed.
Build client relationships and loyalty, including addressing each client by name.
Deliver exceptional customer service and respond to client inquiries or help resolve problems.
Follow established Bank policies, procedures, and guidelines, and comply with applicable laws and regulations.
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 the banking center team with 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.
Travel to locations as needed for meetings, projects, training, seminars, and other work-related needs.
Perform other duties as assigned.