Teller/Personal Banker

Citizens Alliance Bank•Drummond, MT

About The Position

The Teller/Personal Banker provides professional, knowledgeable assistance to customers by handling inquiries, concerns, daily transactions, and personal banking needs in accordance with bank policies and procedures. The role includes teller transactions, new deposit accounts, account servicing, and helping customers understand and manage bank products and services. The position also promotes the Bank’s products, services, and brand, and builds and maintains customer relationships. Position level is based on years of service, education and/or equivalent experience, knowledge, and skills. The role requires flexibility in meeting the needs of customers, team members, and departments; maintaining confidentiality; following applicable banking laws and regulations; and demonstrating the Bank’s core values. Regular attendance and punctuality are expected. Travel to trade and industry schools and seminars may be required. The position 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.
Ability to read, interpret, and apply policies, procedures, and operating manuals.
Ability to maintain confidentiality regarding sensitive customer and proprietary information.
Ability to remain standing or stationary for 50% of the time.
Ability to occasionally lift 30 pounds.
Regular attendance and punctuality.
Compliance with applicable banking laws, regulations, and policies, including BSA/AML requirements.

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 and dispensing cash and accepting deposits and payments.
Assist with end-of-day processing and check imaging, verifying accuracy before submission.
Provide account information, respond to customer inquiries and requests, and complete telephone transfers in compliance with Bank policies and procedures.
Open deposit accounts, resolve account problems, and show customers how to access and manage products and services.
Promote and sell Bank products and services using effective selling techniques; identify potential customers through interviewing.
Complete required customer-contact documentation in compliance with Bank policy and banking regulations.
Service retail and business deposit accounts and cultivate customer relationships through personal and telephone contacts.
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 applicable internal service standards and department procedures.
Read, interpret, and apply relevant policies, procedures, and operating manuals.
Protect confidential customer and proprietary information.
Follow applicable federal and state laws, regulations, guidance, and Bank policies and procedures, including those related to BSA/AML.
Exemplify and follow the Bank’s core values; maintain regular attendance and punctuality.
Travel to trade and industry schools and seminars as needed.
Perform other duties as assigned and requested.