CSR/Teller

Armstrong Bank; Oklahoma; On-site; USD 30,000 - 40,000; Full time

Job summary

Armstrong Bank is seeking a CSR/Teller to interact with customers, open and update accounts, and balance cash drawers daily. The role emphasizes accuracy, customer service excellence, and cross-selling opportunities within bank standards.

The position requires a High School diploma or equivalent and typically 1–2 years of related experience. It involves handling cash, recording transactions, and assisting with various bank products and services.

Qualifications

• High School diploma or equivalent required.
• Typically 1–2 years of related work experience.
• Ability to perform cash handling and balance transactions.

Responsibilities

• Assist customers promptly in person, by phone, or electronically while meeting Bank SMILE standards.
• Open new accounts or update customer files as required by policy.
• Balance currency, coins, and checks in cash drawers at end of day and record transactions.
• Cash checks and disburse funds after verification and funds availability.
• Enter customer transactions into computers and issue receipts.
• Prepare and verify bank products such as cashier's checks and money orders.
• Assist customers with safe deposit box entry and related forms.
• Resolve customer complaints or route to appropriate personnel for resolution.
• Maintain accurate documentation of interactions and transactions.

Skills

Customer service

Cash handling

Record keeping

Attention to detail

Education

High School diploma or equivalent

Job description

Purpose:

While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Assist customers by receiving and distributing money. Identify and resolve cash balancing errors. Keep records involved in the Bank's various transactions.

CSR/Teller is authorized with an individual item limit as approved by the Board of Directors, for any item presented for cash or for deposit.

Essential Functions:

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.


• According to policy, open new accounts, update customer files, or close accounts.


• Meet accuracy and correctness of work standards as defined annually.


• Meet or exceed cross-sell goals annually.


• Contribute to branch deposit growth and branch profitability annual goals.


• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.


• Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.


• Verify and ensure that appropriate action was taken in resolving customer problems.


• Examine documents for valid signatures and endorsements. Verify information such as dates, bank names, identification presented, and the legality of the documents.


• Cash checks and pay out money after verifying that numerical amounts agree and that accounts have sufficient funds.


• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.


• Enter customer transactions into computers to record transactions and issue computer-generated receipts.


• Accept loan payments: verify the payment amount and the current status of the loan, verify payoff amounts as required.


• Balance currency, coin, and checks in cash drawers at the end of each business day, and calculate daily transactions using computers, calculators, or adding machines.


• Count currency, coins, and checks received, by hand or using currency-counting machine.


• Order a supply of cash to meet daily needs.


• Prepare and verify various bank products such as: cashier's checks, money orders, travelers' checks and gift cards.


• Assist customers with safe deposit box entry.


• Create and submit necessary forms.


• Other duties, as assigned.

Qualifications:

• High School diploma or equivalent required


• Typically requires 1-2 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.

Physical Requirements:

• Long periods of standing or sitting, typing and repetitive motion


• Ability to lift and carry up to 50 lbs on occasion