Teller Customer Service Representative Full Time
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Charlevoix State Bank
Charlevoix, MI, US
Summary
The teller will provide professional customer service, process financial transactions, and handle cash while maintaining bank security and compliance standards. They will also support various banking operations, including IRA/HSA support, account maintenance, and daily balancing of internal accounts.
Job Description
Job DetailsJob Location: Main Office - Charlevoix, MI 49720
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
Qualifications
