CSR/Teller

Armstrong Bank; Waco (TX); On-site; USD 29,000 - 38,000; Full time

Job summary

Armstrong Bank in Waco, TX is seeking a CSR/Teller II to provide friendly service and handle routine banking transactions. You will assist customers in person or by phone, open and update accounts, and maintain accurate records.

The role requires a high school diploma or GED, 1-2 years of related experience, basic bookkeeping skills, and a valid driver's license. You will contribute to branch profitability and customer satisfaction.

Qualifications

• High school diploma, or GED equivalent required.
• Typically requires 1-2 years of related work experience.
• Basic bookkeeping skills.
• Possess and maintain a valid Driver’s License.

Responsibilities

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards.
• According to policy, open new accounts, update customer files, or close accounts.
• Balance currency, coin, and checks in cash drawers at the end of each business day.
• Cash checks and pay out money after verifying funds and balances.
• Enter customer transactions into computers to record transactions and issue receipts.
• Resolve customer complaints or ensure referral to appropriate personnel for resolution.
• Verify documents for valid signatures and endorsements and verify information.
• Prepare cashier’s checks, money orders, travelers’ checks and gift cards.
• Assist customers with safe deposit box entry and related forms.

Education

High school diploma or GED

Job description

Job Details

Job Location: Waco - Waco, TX 76712-3801

Position Type: Full Time

Job Category: Banking

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 II 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 Serve Like Family Playbook.
• 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 and create and submit necessary forms.
• Other duties, as assigned.

Qualifications

• High school diploma, or a GED 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.
• Basic bookkeeping skills.
• Possess and maintain a valid Driver’s License.