Position: Teller/Personal Banker

Department: Operations

Classification: Hourly

Job Grade: Non-Officer

Creation Date: 01/03/2024

Position Summary:

This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.

The Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank’s policies and procedures.

This position must be flexible in dealing with the needs of customers, several team members, and departments. The Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank’s products, services, and overall Citizens Alliance Bank’s brand.

The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

Essential Functions:

To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

1.Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.

2.Assist with end of day processing and check imaging work checking for accuracy prior to submitting.

3.Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank’s policies and procedures.

4.Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship.

5.Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.

6.Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing.

7.Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.

8.Services all retail and business deposit accounts, while promoting and selling additional products and services. 

9.Displays knowledge and proficiency in the bank’s products and services to act as a liaison between customers and the bank to build long-term customer relationships.

10.Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.

11.Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.

12.Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.

13.Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.

14.Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.

15.The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.

16.Maintain complete confidentiality regarding sensitive customer and proprietary information.

17.Must be able to remain in a standing or stationary position 50% of the time.

18.Must occasionally lift 30 pounds.

19.All employees are expected to exemplify and follow our core values.

20.Regular attendance and punctuality when reporting to work.

21.Travel for trade and industry schools and seminars as needed.

22.This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s identity to the system for security purposes.

23.Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank’s policies and procedures.

24.Perform other duties as assigned and requested.

Core Values:

Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.

Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.

Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.

Experience and Education: 

Required - High School diploma or GED, etc. 

Required - Continuing Education to maintain job knowledge.

Preferred – One to Three years of banking experience.

Preferred - One to Three years of Administrative or customer service experience.

Preferred - Proficiency in Microsoft Office Suite

The employer has the right to revise this position description at any time. The position description is not a contract for employment.

Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.