Teller II (Client Services Representative II), Centre Avenue Banking Center, Portage, MI

1st Source•Portage, MI

7d•Onsite

About The Position

Responsible for developing client relationships by providing clients with friendly service and meeting service needs by conducting transactions and uncovering other opportunities to promote additional services. Processes financial transactions for clients accurately and efficiently. Identifies client needs, promotes products and services and refers clients to the appropriate business partner if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Balances cash drawer and completes end of day work. Ability to work with established policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Operational duties will also be shared with the branch team such as balancing the ATM, vault and end of day work. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

Requirements

Two (2) – four (4) years of retail banking experience preferred.
Cash handling experience preferred.
Balancing vault and ATM experience preferred.
Ability to respond and assist customers with inquiries and/or problem resolution.
Customer service and sales oriented.
Careful attention to detail and time management.
Good listening and verbal and communication skills.
Good PC skills.
Ability to cross-sell bank products and services.
Highly motivated.
Ability to work in a team atmosphere.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
High School Diploma/GED required.
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

Responsibilities

Processes financial transactions for clients accurately and efficiently.
Identifies client needs, promotes products and services and refers clients to the appropriate business partner if needed.
Builds client loyalty; establishes client relationships, including addressing each client by name.
Consistently delivers exceptional customer service to each and every client.
Balances cash drawer and completes end of day work.
Ability to work with established policies, procedures and guidelines.
Participates in retail sales programs to help meet personal and banking center goals.
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
Operational duties will also be shared with the branch team such as balancing the ATM, vault and end of day work.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and complies with the requirements.