Teller Customer Service Representative Full Time

Charlevoix State BankMichigan, United StatesOn-siteFull-timeMid level, 2–5 yearsListed 3 days ago

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About this role

Primary   Purpose of Job

Service our customers and possible customers, while maintaining a professional friendly demeanor.  Must establish and maintain credibility in our local communities.  Additional job duties are listed further down but are not all-inclusive.  Must follow and enforce bank policies and procedures.  Abide by and enforce all compliance regulatory requirements.

Required Experience & Skills:

- Attention to Communication

- Oral Communication

- Written Communication

- Interpersonal Awareness

- Persuasive Communication

- Customer Orientation (internal and external)

- Diagnostic Information Gathering

- Analytical Thinking

- Technical Expertise

- Initiative

- Conceptual Thinking

- Influencing Others

- Compassionate

- Establishing Focus

- Fostering Teamwork

- Managing Change

- Thoroughness

- Decisiveness

- Self Confidence

- Stress Management

- Personal Credibility

- Flexibility

Education & Experience:

Knowledge of Retail Banking Operations, Customer Service, and Cash. Ongoing education of compliance regulatory requirements is required.

Job Duties:

- Customer Service Representative/Teller Transactions

- Interact with Customers in person or telephone by determining their needs

- Onboard New Customers

- IRA and HSA support

- Be approachable to resolve customers concerns and handle sensitive private matters

- Ensure all required documentation is obtained and is kept current for Business Entities, Trusts, etc.

- Work closely with Operations to service customer needs

- Assist in Dormant Account and Bank Secrecy Act monitoring

- Credit Card Support

- May open early at 7:30 a.m. some days

- Process night drop vault deposits

- Handle customer phone calls

- Cash handling, verify incoming cash shipments

- Operate and maintain a check scanner and PC

- Operate computer software windows based (core)

- Operate a credit card terminal for customer cash advances

- Balance customer’s accounts

- Handle customer dispute of unauthorized charges to account

- Utility payments

- Order foreign currency

- Balance internal accounts

- Balance end of day to Bookkeeping

- Outgoing mailings

- Balance ATMs

- Assist Bank Courier (change orders process deposits)

- Stock incoming supplies

- Daily monitor reports (overdrawn savings, etc.)

- Sort & process (customer transactions) incoming mail