Customer Service Representative (Teller) jobs in United States
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Bank of Stockton ยท 1 month ago

Customer Service Representative (Teller)

Bank of Stockton has been serving families and businesses since 1867, focusing on unprecedented customer service. The Customer Service Representative (Teller) is responsible for providing excellent customer service, processing transactions, and meeting referral goals while contributing to a positive team environment.

Financial ServicesVenture Capital

Responsibilities

Ensure that the branch sales and service support the overall bank objective to provide superior service
Participates in branch sales and service programs to enhance the customer service experience
Meet referral goals as assigned
Create a professional and positive team environment in the branch by modeling appropriate behaviors
Assist customers by using policy and procedure knowledge to handle routine to more complex transactions and expectations
Process and audit branch transaction and processes, including vault/counting cash night drop, ATM procedures and certifications
Process full range of routine to complex customer transactions (e.g., deposits withdrawals, traveler's checks, cashier checks, loan payments, savings bonds, change orders, etc.)
Resolve routine to complex customer service issues
Perform Sales & Service Representative duties to assist with customer service
Open, maintain and balance cash drawer on a daily basis
Maintain proper documentation for customer transactions (e.g., Currency Transaction Report)
Refer customers to appropriate Bank personnel for additional Bank products and services
Perform a variety of branch clerical duties (e.g., filing, answering phones, opening and sorting mail)
May be assigned primarily to specialized duties (e.g., exchange, merchant, vault)
Serve as back-up for other branch responsibilities (e.g., new accounts, safe deposit, and vault)
Must be familiar with all deposit-related regulations and receive training on a regular basis as appropriate
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems

Qualification

Customer service skillsCash handling experienceBasic math skillsInterpersonal skillsPC skillsSales experienceAttention to detailOral communication skills

Required

Interpersonal and oral communication skills
Basic math & PC skills
Attention to detail
Customer service skills

Preferred

Prior Sales, Service and cash handling experience

Company

Bank of Stockton

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Bank of Stockton is a bank specializing in banking products and services.

Funding

Current Stage
Growth Stage

Leadership Team

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Erik Einertson, CFA, CAIA
Chief Investment Officer
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John Primasing
Chief Credit Officer
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Company data provided by crunchbase