Customer Service Teller I

Essential Functions & Key Areas of Responsibility

Performs duties under general supervision:

• Serve customers in person, through the drive-up window where applicable, and on the telephone in

accordance with bank policies. All customers will be provided exceptional service.

• 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 with general oversight.

• Exchange foreign currency, complete change orders, process mail and night drop with

general oversight.

• 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.

• 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.