Teller/New Accounts Representative

Glacier Bancorp, Inc.•Lake Havasu City, AZ

About The Position

As a primary contact for bank customers, the Teller/New Accounts Representative develops and retains customer relationships by providing consistent, exceptional service. The role involves greeting and listening to customers, identifying their needs, and presenting appropriate, mutually beneficial financial solutions. The representative maintains high personal performance and professional standards and seeks support and training as needed. The position provides a wide range of teller and account services, including opening and maintaining consumer and business accounts, processing deposits and other transactions, and assisting with CDs, IRAs, safe deposit boxes, and electronic banking products. Representatives are expected to build customer relationships, support bank growth, protect customer and bank information, and comply with applicable laws, regulations, policies, and security procedures. Work is routinely performed indoors in a climate-controlled shared work area with moderate noise. The role includes regular in-person customer contact and may require extended hours or off-site travel when requested by management. Employees may work at a computer for an average of 6–8 hours per day when necessary, and must be able to meet the physical and attendance requirements described in the posting.

Requirements

  • High school diploma or equivalent.
  • At least six months of banking experience, including cash handling and customer service experience.
  • Ability to understand and follow written and oral instructions.
  • Strong customer service and interpersonal skills, with the ability to communicate effectively throughout the bank and represent the bank positively to current and potential customers.
  • Ability to operate a computer and standard office equipment, such as a copier and fax machine.
  • Accurate, proficient typing skills and experience entering data at a fast pace.
  • Ability to routinely work indoors in a climate-controlled shared work area with moderate noise.
  • Ability to sit; use hands in repetitive motions to finger, grasp, handle, or feel; and talk or hear frequently, and to stand, walk, and lift or reach with hands and arms occasionally.
  • Ability to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, fax machines, and calculators.
  • Ability to work on a computer for an average of 6–8 hours per day when necessary.
  • Ability to work extended hours or travel off site when required or requested by management.
  • Ability to maintain regular, reliable, and timely attendance and to climb or descend stairs in an emergency.
  • Ability to exert up to 25 pounds of force occasionally, up to 10 pounds frequently, and a negligible amount constantly to move objects.
  • Close visual acuity for preparing and analyzing data and figures, transcribing, viewing computer terminals, extensive reading, visual inspection, and using measurement devices at close distances.
  • Must be legally authorized to work in the United States; the company does not sponsor work visas.

Responsibilities

  • Open and maintain consumer and business deposit and savings accounts, safe deposit boxes, and e-banking products; prepare and scan associated documentation for record retention.
  • Assist customers with opening CDs and IRAs and explain relevant penalties, earnings, and related information.
  • Use customer contacts to identify opportunities to explain additional services or programs that may benefit customers.
  • Perform teller transactions, including receiving deposits, cashing checks, accepting loan payments and wire transfer requests, filling business change orders, issuing cashier’s checks and debit cards, processing credit card advances and telephone transfers, recording night deposits, processing check orders, selling travel cards, and cashing Series EE Bonds.
  • Maintain a basic knowledge of deposit products, including checking, savings, money market accounts, CDs, and e-banking.
  • Promote the High Performance Checking Tell-A-Friend Program.
  • Balance cash daily, locate overages or shortages, sell excess cash to the vault, maintain established cash levels, and sort, count, and wrap money for vault transfer.
  • Assist customers with safe deposit entries.
  • Develop and retain customer relationships and support bank growth by meeting customer needs while maintaining profitability and identifying opportunities to enhance relationships.
  • Identify customer needs through active listening and profiling, and fulfill those needs with appropriate products and services.
  • Respond promptly to customer requests, follow through on commitments, and ask follow-up questions to confirm that needs and expectations have been addressed.
  • Process ATM and debit card disputes and escalate them as necessary.
  • Maintain knowledge of bank and loan products and services to present appropriate customer solutions.
  • Represent the bank positively and professionally, maintain a professional appearance, and treat others with dignity and respect.
  • Answer incoming calls and inquiries, direct calls, take messages, and return calls.
  • Comply with applicable banking laws and regulations, company policies and procedures, management directives, and security and operational procedures, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.
  • Maintain accuracy and attention to detail and protect the confidentiality of customer, coworker, and bank information.
  • Help protect the bank and customers from counterfeit and fraudulent activity by staying current on fraud warnings and discussing potentially concerning transactions with customers.
  • Complete required annual compliance training and continuing education to remain current with bank policies, regulations, and licensing requirements.
  • Follow the bank’s security policy and notify management of potential security risks.
  • Maintain regular and predictable attendance and perform additional duties as requested or assigned.

Benefits

  • Medical, dental, vision, and life insurance, with coverage available for eligible dependents under plan documents.
  • Health savings account option.
  • Employee Assistance Program (EAP).
  • Health rewards program.
  • Retirement savings plan, including 401(k) and profit-sharing plans.
  • Short- and long-term disability benefits.
  • Education and training benefits.
  • Discounts on banking products and services.
  • Paid Time Off (PTO) plan.
  • Paid holidays.
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