Teller/New Accounts Representative jobs in United States
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First State Bank of Wyoming · 2 weeks ago

Teller/New Accounts Representative

First State Bank of Wyoming is seeking a Teller/New Accounts Representative responsible for developing and maintaining customer relationships through exceptional service. The role involves assisting customers with various banking services, processing transactions, and ensuring compliance with banking regulations.

BankingFinanceFinancial Services
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Responsibilities

Assist with wide variety of customer services including opening and maintaining consumer and business deposit and savings accounts, safe deposit boxes, and e-banking products in an efficient manner. Prepare associated documentation and scan for record retention purposes
Assist customers with opening CDs/IRAs and educate customers as to penalties, earnings, etc
Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them
Perform Teller transactions, including but not limited to: receive deposits, accept checks for cashing, accept loan payments, accept wire transfer requests, fill business change orders, issue cashier’s checks, cash Series EE Bonds, sell travel cards, process credit card advance requests, process telephone transfers, process and record night deposit transactions, process check orders, issue debit cards. Possess a basic knowledge of bank products to include deposit products such as checking, savings, money market, CDs, and e-banking. Promote High Performance Checking Tell-A-Friend Program. Maintain balancing record by correctly balancing cash daily, locates overages or shortages, sells excess cash to vault and maintains established cash levels in drawer. Sorts, counts, and wraps money to be transferred to the vault. Assist customers with safe deposit entries
Primarily responsible for developing and retaining customer relationships
Play an integral role in bank growth by meeting customer’s needs while maintaining profitability and proactively finding opportunities to enhance customer relationships
Responsible for identifying customer needs through active listening and profiling and fulfilling their needs with appropriate products and services
Act promptly on customer requests, following through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed. Process ATM and debit card disputes, escalate as necessary
Maintain proficient knowledge of bank and loan products and services to effectively present the appropriate solutions to the customer
As a representative of the bank, responsible for conducting yourself at all times in a positive and professional manner while maintaining a professional appearance and treating everyone with dignity and respect
Answer incoming calls, answer inquiries, direct calls, takes messages and returns call
Take responsibility for remaining compliant with all applicable banking laws and regulations as well as following company policies and procedures, management directives, security and operational procedures
Accountable for maintaining accuracy and attention to detail in all aspects of the job
Responsible for keeping all information related to customers, co-workers and the bank private and confidential. Assure that any private information is accessed only as it pertains to the performance of your position, being aware of others who can hear your conversations or view private information
Proactively protect the bank and its customers from counterfeit and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transactions to prevent potential loss to customers and the bank
Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements
Responsible to stay aware of and adhere to the banks security policy. Notify management of any situation that may cause a security risk
Additional duties as requested or assigned
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers

Qualification

Customer serviceCash handlingBanking experienceInterpersonal skillsComputer operation

Required

High school diploma or equivalent required
Ability to understand and follow written and oral instructions
A high level of customer service and interpersonal skills to communicate effectively throughout the bank and to represent the bank positively to current and potential customers
Ability to operate a computer and other standard office equipment, such as copier and fax machine
Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Responsible for keeping all information related to customers, co-workers and the bank private and confidential
Accountable for maintaining accuracy and attention to detail in all aspects of the job
Proactively protect the bank and its customers from counterfeit and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transactions to prevent potential loss to customers and the bank
Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements
Responsible to stay aware of and adhere to the banks security policy. Notify management of any situation that may cause a security risk

Preferred

Two to five years banking experience preferred
Customer service experience preferred
Cash handling experience preferred

Benefits

Medical
Dental
Vision
Life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan
401(k)
Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Paid Time Off (PTO) plan
Paid holidays

Company

First State Bank of Wyoming

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First State Bank of Wyoming provides loans, credit cards, mortgages and financial services for individuals and businesses.

Funding

Current Stage
Early Stage
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