Customer Banking Specialist

Servbank; Danville (IL); On-site; USD 32,000 - 42,000; Full time

Job summary

Servbank is seeking a Bank Teller to deliver friendly, accurate service while handling a range of financial transactions. You will greet customers, explain products, and help them meet their financial goals.

The role emphasizes precision, compliance with policies, cash handling, and teamwork to support daily banking operations. A high school diploma is required, with strong numerical and communication skills preferred.

Qualifications

• High school diploma or equivalent; some college coursework in finance is a plus.
• Strong numerical and analytical skills.
• Excellent customer service and communication skills.
• Attention to detail and accuracy in handling financial transactions.
• Knowledge of banking products, services, and regulations is preferred.
• Proficiency in using banking software and computer systems.

Responsibilities

• Greet customers in a friendly and professional manner.
• Assist customers with inquiries and provide information regarding their accounts and banking products.
• Educate customers on the bank's services and products to meet their financial needs.
• Conduct accurate and secure financial transactions, including deposits, withdrawals, transfers, and loan payments.
• Verify customer identification and authenticate transactions according to established procedures.
• Count and verify cash and checks, ensuring accuracy in handling and recording transactions.
• Maintain and update customer account information and records in the bank's database.
• Generate necessary reports and documentation for transactions, account activities, and other required paperwork.
• Manage and balance cash drawer and coin vault within specified limits, ensuring accuracy and adherence to security procedures.
• Prepare daily settlements and reconcile transactions to maintain financial accuracy.
• Follow all regulatory requirements, policies, and procedures to ensure compliance with banking laws and regulations.
• Adhere to security measures and protocols to safeguard customer information, bank assets, and prevent fraudulent activities.
• Identify opportunities to cross-sell bank products and services, such as loans, credit cards, and investment opportunities, based on customer needs and preferences.
• Address and resolve customer complaints, discrepancies, and inquiries in a timely and effective manner.
• Escalate complex issues to appropriate supervisors or departments for resolution.
• Perform other duties assigned.

Skills

Customer service

Numerical skills

Attention to detail

Communication skills

Knowledge of banking products

Education

High school diploma or equivalent

Some college coursework in finance

Tools

Banking software

Job description

Servbank is seeking a Bank Teller to deliver friendly, accurate service while handling a range of financial transactions. You will greet customers, explain products, and help them meet their financial goals.

The role emphasizes precision, compliance with policies, cash handling, and teamwork to support daily banking operations. A high school diploma is required, with strong numerical and communication skills preferred.