1st Source Bank · 3 months ago
Teller II (Client Services Representative II), Kalamazoo Downtown Banking Center, Kalamazoo, MI
Kalamazoo, Michigan, United States
Full-time
Onsite
Entry, Mid Level
2+ years exp1st Source Bank is a retail banking institution that focuses on developing client relationships through exceptional service. The Client Services Representative II is responsible for processing financial transactions, promoting products and services, and building client loyalty while ensuring compliance with banking regulations.
BankingFinanceFinancial Services
Responsibilities
Processes financial transactions for clients accurately and efficiently
Identifies client needs, promotes products and services and refers clients to the appropriate business partner if needed
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Balances cash drawer and completes end of day work
Ability to work with established policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Operational duties will also be shared with the branch team such as balancing the ATM, vault and end of day work
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and complies with the requirements
Qualification
Required
Processes financial transactions for clients accurately and efficiently
Identifies client needs, promotes products and services and refers clients to the appropriate business partner if needed
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Balances cash drawer and completes end of day work
Ability to work with established policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Operational duties will also be shared with the branch team such as balancing the ATM, vault and end of day work
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and complies with the requirements
High School Diploma/GED required
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc
Preferred
Two (2) – four (4) years of retail banking experience preferred
Cash handling experience preferred
Balancing vault and ATM experience preferred
Ability to respond and assist customers with inquiries and/or problem resolution
Customer service and sales oriented
Careful attention to detail and time management
Good listening and verbal and communication skills
Good PC skills
Ability to cross-sell bank products and services
Highly motivated
Ability to work in a team atmosphere
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records
Ability to handle multiple tasks in a fast-paced environment
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Andrea Short
President
Recent News
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