Opportunity Bank of Montana · 10 hours ago
Customer Service Teller II
Opportunity Bank of Montana is seeking a Customer Service Teller II to provide exceptional service to customers in person and over the phone. The role involves maintaining cash requirements, resolving customer inquiries, and assisting in training new tellers while adhering to operational and security policies.
AgricultureBankingFinanceFinancial Services
Responsibilities
Serve customers in person, through the drive-up window where applicable, and on the telephone in accordance with bank policies
Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service by maintaining awareness of and information concerning available bank products and services
Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash
Exchange foreign currency, complete change orders, process mail and night drop
Respond to customer inquiries, resolve issues, and recognize cross sales opportunities
Educate customers on alternative channels to provide service
Elevate inquiries that cannot be answered to appropriate responsible party
Perform banking services for customers including processing transactions accurately and efficiently to build rapport, customer confidence, and trust
Assist with training/mentoring individuals in the CST I position by overseeing, shadowing, and answering questions regarding all day-to-day teller responsibilities
Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank
Ensure dual control procedures are followed as required
Manage risk in every transaction and detect fraudulent transactions to prevent losses
Report suspicious activity, follow CIP and BSA procedures
Prepare Currency Transaction Reports (CTR)
Complete all mandatory bank training
Participate in supplemental bank-coordinated educational programs and training courses to increase job and industry knowledge as time permits
Perform additional duties including but not limited to; Ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer etc
Balance ATM Cash & ATM customer deposits
Issue debit cards and troubleshoot basic debit card issues
Perform routine business correspondence
Perform other related duties as assigned
Qualification
Required
Demonstrated ability to maintain confidentiality
Demonstrated ability to provide excellent customer service
Demonstrated ability to handle stress and meet deadlines/goals
Demonstrated ability to work independently and as a team member
Demonstrated ability to perform basic math functions
Demonstrated ability in attention to detail and accuracy
Demonstrated ability in computer use including Microsoft Office Suite
Demonstrated ability in oral communication and interpersonal skills
Demonstrated ability in judgment and decision-making
Demonstrated ability in analytical and problem-solving skills
Demonstrated ability in time management
Company
Opportunity Bank of Montana
Opportunity Bank of Montana is a community bank providing mortgage, agriculture, and digital banking services.
Funding
Current Stage
Growth StageTotal Funding
$25M2020-06-10Debt Financing· $15M
2015-06-19Debt Financing· $10M
Recent News
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