1st Summit Bank · 19 hours ago
Primary CSR - Bank Teller - Part Time
1st Summit Bank is committed to building strong financial relationships with customers, and they are seeking a Primary CSR - Bank Teller to provide exceptional service. The role involves handling financial transactions, responding to customer inquiries, and promoting bank services to meet customer needs.
BankingFinancial Services
Responsibilities
Provides direct and immediate response to customers’ requests and needs
Controls flow of customers by directing them to proper source/professional who can meet their needs
With every customer interaction have in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language
Builds relationships by cross-selling appropriate bank services to meet customers’ needs
Provides high quality and confidential customer service in such activities as:
Execute financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and complete all other types of account transactions in an efficient and professional manner
Handles and responds to customer inquiries in a timely manner
Issues Money Orders, Treasurers’ Checks, Gift and Prepaid cards, Credit Card Cash Advances
Process Night Depository, Mail Deposits and Commercial Deposits
Receives and processes all types of loan payments, and utility payments
Scans daily transactions, balance ATM, provide Safe Deposit Box access, balance vault, batch Cash Advance Machine
Count, verify and post cash shipments via armored car
Provides basic customer service requests such as Stop Payments, wire transfers, research requests, answer customers’ technical questions
Basic knowledge of products, services, and Electronic Banking services
Balance assigned daily cash and maintained assigned cash limits
Meet and exceed monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services to meet our customers’ needs
Assists branch manager to ensure the Relationship Center is meeting the established growth and sales objectives
Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information
Assists in maintaining overall professional appearance and cleanliness of the Branch
Actively participates in Relationship Centers’ One Year Plan and long-term goals and objectives, coaching sessions, and team meetings
Attends annual meeting to develop departmental goals:
Attends Career Path Meetings with Supervisor
Actively participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives
Participates in daily 5-minute meetings
Performs other duties as assigned or directed
Qualification
Required
Excellent verbal and written communication skills
Exceptional organizational skills and strong attention to detail
Basic computer skills and digital awareness
Must be results oriented
Manual dexterity and numerical skills
Knowledge of all products and services and all office functions
Must be flexible and adaptable to varied work schedules
A positive, enthusiastic attitude
The ability to multi-task
Proficient with Microsoft Office Suite or related software
The ability to operate basic office equipment
High School diploma or equivalent experience sales/business related field
1-3 years in customer service and cash handling experience required
Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness
Ability to lift up to 30 pounds (i.e., heavy boxes or coin)
Ability to communicate in person, through email or via telephone with customers and staff members
Ability to sit or stand for an extended period
Specific vision abilities required by this job may include close vision and the ability to adjust focus
Company
1st Summit Bank
1st Summit Bank is a financial services company that offers loans, mortgages, wealth management, and investment services.
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-03-31IPO
Recent News
Company data provided by crunchbase