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Teller-Customer Service Rep

Charlevoix State Bank
Job Description
PRIMARY PURPOSE OF JOB Service our customers and possible customers, while maintaining a professional friendly demeanor. Must establish and maintain credibility in our local communities. Additional job duties are listed further down but are not all-inclusive. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements. REQUIRED EXPERIENCE & SKILLS: • Attention to Communication • Oral Communication • Written Communication • Interpersonal Awareness • Persuasive Communication • Customer Orientation (internal and external) • Diagnostic Information Gathering • Analytical Thinking EDUCATION & EXPERIENCE: • Attention to Detail • Organizational • Technical Expertise • Initiative • Thoroughness • Decisiveness • Self Confidence • Stress Management • Personal Credibility • Flexibility Cash handling and customer service. Ongoing education of compliance regulatory requirements is required. JOB DUTIES:  Customer Service Representative/Teller Transactions  Interact with Customers in person and telephone by determining their needs  Onboard New Customers  IRA and HSA support  Be approachable to resolve customers concerns and handle sensitive private matters  Work closely with Operations to service customer needs  Assist in Dormant Account and Bank Secrecy Act monitoring  Credit Card Support  7:15 a.m. rotation for opening  Saturday rotation  Process night drop vault deposits  Handle customer phone calls  Cash handling, verify incoming cash shipments  Operate and maintain a check scanner and PC  Operate computer software windows based (core)  Operate a credit card terminal for customer cash advances  Savings Bonds (redeem)  Balance customer’s accounts  Handle customer dispute of unauthorized charges to account  Order foreign currency  Balance internal accounts  Balance end of day to Bookkeeping Teller Customer Service Representative  Certificate of Deposit Interest Checks  Certificate Deposit Notices  Balance ATMs  Assist Bank Courier (change orders process deposits)  Stock incoming supplies  Daily monitor reports (overdrawn savings, etc.)  Sort & process (customer transactions) incoming mail, Outgoing mailings 
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