Teller/Personal Banker

Citizens Alliance Bank•Philipsburg, MT

About The Position

The Teller/Personal Banker provides professional, knowledgeable assistance to customers and handles daily transactions, inquiries, and concerns in accordance with bank policies and procedures. The role supports personal banking functions, including new accounts and problem accounts, and requires flexibility in meeting the needs of customers, team members, and departments. The employee serves as an advocate for Citizens Alliance Bank and promotes its products, services, and brand. Position level is based on years of service, education or equivalent experience, knowledge, and skill set. The position processes teller transactions, supports end-of-day processing and check imaging, provides account information, and responds to customer requests by phone and in person. It opens deposit accounts, resolves customer issues, supports retail and business deposit accounts, and promotes additional products and services. The role also involves maintaining customer relationships, collaborating with the Operations Help Desk on complex inquiries, following applicable banking laws and internal procedures, and protecting confidential information. Travel to trade and industry schools and seminars may be needed.

Requirements

High school diploma or GED.
Continuing education to maintain job knowledge.
Ability to perform the essential functions and skills satisfactorily; reasonable accommodations may be made for individuals with disabilities.
Ability to remain standing or stationary for 50% of the time.
Ability to occasionally lift 30 pounds.
Regular attendance and punctuality.
Ability to travel for trade and industry schools and seminars as needed.

Nice To Haves

One to three years of banking experience.
One to three years of administrative or customer service experience.
Proficiency in Microsoft Office Suite.

Responsibilities

Process teller transactions, including verifying incoming cash, disbursing cash, and accepting deposits and payments.
Assist with end-of-day processing and check imaging, checking work for accuracy before submission.
Provide account information, respond to customer inquiries and requests, and complete telephone transfers in accordance with bank policies and procedures.
Open deposit accounts, resolve problems, and help customers access and manage their products and services.
Use effective selling techniques to promote products and services, generate customer interest and action, and identify potential customers through interviewing.
Complete required customer documentation in compliance with bank policy and banking regulations.
Service retail and business deposit accounts while promoting additional products and services.
Build long-term customer relationships by acting as a knowledgeable liaison between customers and the bank.
Contact existing customers in person or by telephone and maintain ongoing customer relationships.
Maintain knowledge of customers’ financial needs and the bank’s available products and services.
Answer phones and complete telephone requests; collaborate with the Operations Help Desk to resolve complex account inquiries.
Verify account balances, provide account information, and print copies of account items or statements.
Maintain knowledge of internal service standards and procedures for the department and related departments.
Read, interpret, and apply relevant policies, procedures, and operating manuals.
Maintain confidentiality of sensitive customer and proprietary information.
Attend trade and industry schools and seminars as needed.
Install a multi-factor authentication app on a personal mobile device if required by the position.
Comply with applicable federal and state laws, regulations, guidance, and bank policies and procedures, including BSA/AML requirements.
Demonstrate the bank’s core values and maintain regular attendance and punctuality.
Perform other duties as assigned and requested.