Teller/Personal Banker

Citizens Alliance Bank•Philipsburg, MT

About The Position

The Teller/Personal Banker assists customers by providing professional and knowledgeable service, handling daily transactions and inquiries in accordance with bank policies and procedures, and performing personal banking and new-account functions. The role requires flexibility in responding to customers, team members, and departments, and serves as an advocate for Citizens Alliance Bank by promoting its products, services, and brand. Position level is based on years of service, education or equivalent experience, knowledge, and skills. The position processes teller transactions, supports end-of-day processing and check imaging, provides account information, answers inquiries, completes telephone transfers, opens deposit accounts, and resolves account problems. It also identifies customer needs and promotes relevant bank products and services while building and maintaining customer relationships. The employee must protect confidential information, follow applicable banking laws and regulations and bank procedures, and uphold the bank’s core values. Regular attendance is expected; travel to trade and industry schools or seminars may be required. The role may require installing a multi-factor authentication app on a personal mobile device.

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 read, interpret, and apply policies, procedures, and operating manuals.
Ability to maintain complete confidentiality regarding sensitive customer and proprietary information.
Regular attendance and punctuality.
Must be able to remain standing or stationary for 50% of the time.
Must occasionally lift 30 pounds.
May be required to install a multi-factor authentication app on a personal mobile device.

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-platform 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, answer customer inquiries and requests, and complete telephone transfers in accordance with bank policies and procedures.
Open deposit accounts, resolve problems, and show customers how to access and manage their products and services.
Use effective selling techniques to promote additional products and services and generate customer interest and action.
Identify potential customers through interviewing and conduct customer contact needed to complete required documentation in compliance with bank policy and regulations.
Service retail and business deposit accounts and promote relevant products and services.
Act as a liaison between customers and the bank, demonstrating knowledge of products and services and building long-term customer relationships.
Make personal contacts and telephone calls to existing customers and maintain contact to cultivate relationships.
Maintain knowledge of customers’ financial needs and of 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 workflow departments.
Read, interpret, and apply relevant policies, procedures, and operating manuals.
Maintain confidentiality of sensitive customer and proprietary information.
Attend work regularly and punctually and travel to trade and industry schools and seminars as needed.
Comply with applicable federal and state laws, regulations, guidance, and bank policies and procedures, including those related to BSA/AML.
Follow the bank’s core values and perform other duties as assigned or requested.