Teller at Summit Bank

Bend, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

0.0

Posted On

20 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Cash Handling, Communication, Attention to Detail, Teamwork, Problem Solving, Time Management, Organizational Skills, Technical Skills, Sales Skills, Banking Knowledge, Professionalism, Confidentiality, Adaptability, Interpersonal Skills, Client Relations

Industry

Banking

Description

TITLE: Client Services Representative I (Teller) REPORTS TO: Branch Operations Supervisor FLSA: Non-Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:15 am – 5:15pm MEAL/BREAKS: One (1) paid 15-minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY Meet and greet each client as he/she enters the Branch. Identify the needs of clients and prospects for a variety of general banking services through a proactive, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client’s expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. ESSENTIAL DUTIES 1. Greet each client as they enter the in-branch lobby. Offer banking products, services, and/or direct clients to the proper area. Refer clients to Lending Advisor or appropriate team member. 2. Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate. 3. Within 90 days process savings, checking, and loan transactions with limited assistance. Post transactions and information to the computer system and balance general ledger from the previous day's work. 4. Cash checks according to policy. 5. Provide operational support by retrieving and processing night drop contents, balancing vault cash and coin machine, processing cash shipments, performing certifications, ordering checks, sending/receiving wires, and assisting with safe deposit boxes. 6. Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of-day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short. 7. Answer phones in a friendly, knowledgeable, and professional manner, determine clients’ needs, and offer other banking products and services. Ask the client for name, address, and phone number in order to send them follow-up information. 8. Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer. 9. Be able to explain online banking services to new or existing clients. 10. Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual. 11. Operate computer terminal or personal computer to process account transactions, maintain account data, determine balances, and resolve problems within given authority. 12. Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved. 13. Assume responsibility for special projects; gathers data and prepare reports for management. 14. Ensure all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete. SECONDARY DUTIES 1. Provide backup support for answering and routing incoming calls, to ensure a quick response for all callers. 2. Assume responsibility for various department functions in the absence of colleagues or in overload situations. 3. Complete assigned training. Maintain compliance with Bank’s BSA and AML policies and procedures. 4. Participate in various internal committees assigned by senior management. GENERAL 1. Provide excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; works ethically and with integrity; upholding organizational values; and, accepting responsibility for own actions. 2. Follow policies and procedures; complete administrative tasks correctly and on time. 3. Apply good judgment in decision making and see beyond immediate assignments and act on opportunities and problem areas. 4. Perform position safely and report potentially unsafe conditions. 5. Work according to established schedules, arriving on time and with a positive attitude. 6. Any other duties as defined by management. QUALIFICATIONS AND DEMONSTRATED ABILITIES These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. 1. Ability to establish and maintain excellent working relationships with clients, managers, and colleagues. 2. One (1) year of cash handling and customer service experience. 3. Professional and personable presentation, with the ability to maintain a high level of energy. 4. Team-oriented. 5. Good verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders. 6. Good attention to detail. 7. Ability to read, analyze, and interpret technical procedures and processes. 8. Intermediate computer operation skills - to meet the production needs of the position. 9. Good organizational and time management skills. 10. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. 11. High School Diploma or equivalent preferred. DESIRABLE JOB QUALIFICATIONS: Limited knowledge of banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution. PHYSICAL REQUIREMENTS 1. Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, maintaining files and counting currency. 2. Repetitive use of arms such as pushing/pulling to open and close drawers and cabinets. 3. Frequent walking to assist customers and staff members at various locations within the Bank. 4. Ability to sit and/or stand for extended periods of time at assigned station. 5. Ability to bend and/or reach, and to lift and carry up to 30 pounds. 6. Continuous clarity of vision at 20 inches or less for normal processing of work.

Responsibilities

The Teller is responsible for greeting clients, identifying their banking needs, and providing a variety of banking services. They must ensure adherence to bank policies and procedures while delivering excellent customer service.