Teller (Client Services Representative), Valparaiso North Banking Center, Valparaiso, IN

1st Source•Valparaiso, IN

8d•Onsite

About The Position

The Teller (Client Services Representative) provides individualized client service while handling daily transactions, addressing inquiries, and resolving problems in accordance with Bank policies and procedures. The role processes client transactions accurately and efficiently, builds client relationships and loyalty, identifies client needs, promotes products and services, and refers clients to appropriate bank colleagues when needed. The position supports banking center operations by balancing a cash drawer and assisting with tasks such as balancing the ATM and vault and completing end-of-day work. It also involves participating in retail sales programs, team meetings, community projects, and appropriate educational programs. Regular and predictable attendance and completion of required compliance training are essential. The employee must understand and comply with applicable laws and regulations. Travel to other banking centers and locations for meetings, projects, training, and seminars may be required as needed.

Requirements

High School Diploma or GED required.
Ability to respond to and assist clients with inquiries and problem resolution.
Customer-service and sales orientation.
Careful attention to detail and time-management skills.
Good listening, verbal, and communication skills.
Good PC skills and ability to work in a Windows-based system.
Ability to cross-sell bank products and services.
Ability to work evenings and weekends based on banking center needs.
Good organizational skills and ability to work in a team atmosphere.
Ability to stand for prolonged periods.
Ability to protect the confidentiality and privacy of others and company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
Ability to travel to all banking centers and other locations as needed.
Ability to sit, stand, and walk; use hands and fingers to operate a keyboard and other office equipment; reach with hands and arms; and talk or hear. Occasionally stoop or kneel and lift or move up to 10 pounds.

Nice To Haves

One or more years of customer or retail service experience preferred.
Cash handling experience preferred.
Ability to communicate in another language is a plus.

Responsibilities

Process financial transactions accurately and efficiently.
Identify client needs, promote products and services, and refer clients to appropriate bank colleagues when needed.
Build client loyalty and relationships, including addressing clients by name.
Deliver exceptional customer service and assist clients with inquiries and problem resolution.
Follow established Bank policies, procedures, and guidelines, and comply with applicable laws and regulations.
Participate in retail sales programs to help meet personal and banking center goals.
Participate in team meetings, community projects, and appropriate educational programs related to the position.
Balance the cash drawer and assist the banking center team with operational duties, including balancing the ATM and vault and completing end-of-day work.
Maintain regular and predictable attendance.
Complete all compliance training related to the position.
Travel to banking centers and other locations for meetings, projects, training, and seminars as needed.
Perform other duties as assigned.