Apply on Employer Site

The Harbor Bank of Maryland · 1 month ago

CSR/Teller

Baltimore, MD, US

Full-time

Onsite

Entry Level

$21/hr - $21/hr

1+ years exp

The Harbor Bank of Maryland is seeking a Customer Service Representative/Teller who will play a pivotal role in delivering exceptional service and supporting team development. The position involves opening new accounts, handling transactions, answering customer inquiries, and ensuring compliance with banking regulations.

BankingFinancial ServicesVenture Capital

Responsibilities

Opens new accounts, explaining options such as single and joint ownership, revocable trust accounts, and various savings and certificate and checking account programs available, gathering needed information from the customer, transferring funds from existing accounts, and /or preparing sight drafts to obtain funds from other sources. Prepares all paperwork and assists the customer in the signing of documents necessary to process new accounts. Receives initial deposit and ensures that all new accounts are properly processed. Actively cross-sells the bank’s services in a professional manner

Performs collection forms for maturing saving bonds, counsels’ customers on the merits of the various investment options, and processes changes of ownership and exchanges of savings bonds

Complete all arrangements and documents for such services as charge savings, tele-transfer, and direct deposit. Returns drafts or foreign checks through channels to the originating source for collection

Answer questions and solve problems for customers and branch staff concerning all services provided by the bank by listening to problems, collecting data, securing answers, and reporting results to the inquiring party

Open IRA retirement accounts, including acquainting the customer with various legal requirements, gathering necessary information, and preparing the documents

Processes all retirement accounts and direct deposit forms, checking for accuracy before forwarding to the appropriate area

Conducts sales and referral communications, promoting bank services to customers

Supervise the Teller line and operate vault in the absence of the Team Lead or Head Teller

Comply with all federal and state regulations and rules impacting this position, meet all risk and compliance obligations, including the completion of required training