Teller (Client Services Representative), LaPorte West Banking Center, LaPorte, IN

1st Source•LaPorte, IN

1d•Onsite

About The Position

The Teller (Client Services Representative) provides individualized client service while processing daily transactions, responding to inquiries, and resolving problems in accordance with Bank policies and procedures. The role supports retail sales and banking center goals, builds client relationships and loyalty, and assists with operational duties such as balancing the cash drawer, ATM, vault, and end-of-day work. Regular and predictable attendance and completion of role-related compliance training are essential. The employee must understand and comply with applicable laws and regulations. The position may require travel to other locations for meetings, projects, training, or seminars.

Requirements

High school diploma or GED required.
Ability to respond to and assist clients with inquiries and problem resolution.
Customer service- and sales-oriented.
Careful attention to detail and time-management skills.
Good listening, verbal, and communication skills.
Good PC skills, including the 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 protect the confidentiality and privacy of others and company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
Ability to sit, stand, walk, use hands and fingers to operate a keyboard and other office equipment, reach with hands and arms, and talk or hear; occasional stooping or kneeling and lifting or moving up to 10 pounds may be required.

Nice To Haves

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

Responsibilities

Process client financial transactions accurately and efficiently.
Identify client needs during business interactions, 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.
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 and complete compliance training related to the position.
Perform other duties as assigned.
Travel to other locations as needed for meetings, projects, training, or seminars.