What are the responsibilities and job description for the Customer Service Representative Teller position at Charlevoix State Bank?
We are in need of your smiling face to join our community bank today!
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 below. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements.
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
- Savings Bonds (redeem)
- 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
- Certificate of Deposit Interest Checks
- Certificate Deposit Notices
- Balance ATMs
- Assist Bank Courier (change orders process deposits)
- Stock incoming supplies
- Daily monitor reports (overdrawn savings, etc.)
- Sort & process (customer transactions) incoming mail
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.
