Teller (Client Services Representative), Lafayette Downtown Banking Center, Lafayette, IN

1st Source•Lafayette, IN

5d•Onsite

About The Position

Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. This role involves processing financial transactions accurately and efficiently, identifying client needs, promoting products and services, and building client loyalty. The Teller consistently delivers exceptional customer service, follows established Bank policies and procedures, and participates in retail sales programs to help meet personal and banking center goals. They actively participate in team meetings, community projects, and relevant educational programs. Balancing the cash drawer and assisting with operational duties such as balancing the ATM, vault, and end-of-day work are also key responsibilities. Regular and predictable attendance, and completion of all compliance training related to the position, are essential. The employee must understand and comply with all applicable laws and regulations.

Requirements

One (1) or more years of customer or retail service experience preferred.
Cash handling experience preferred.
Ability to respond and assist clients 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 work in Windows based system essential.
Ability to cross-sell bank products and services.
Ability to work evenings and weekends based on banking center needs.
Ability to communicate in another language is a plus.
Good organizational skills.
Ability to work in a team atmosphere.
Ability to stand for prolonged periods of time.
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 banking centers; as well as other locations for meetings, projects, training and seminars (as needed).
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
The employee is occasionally required to stoop or kneel.
The employee may occasionally lift and/or move up to 10 pounds.

Nice To Haves

Ability to communicate in another language is a plus.

Responsibilities

Processes financial transactions for clients accurately and efficiently.
Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed.
Builds client loyalty; establishes client relationships, including addressing each client by name.
Consistently delivers exceptional customer service to each and every client.
Follows established Bank 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.
Balances cash drawer and assists banking center team in operational duties (i.e., 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.
Performs all other duties as assigned.