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