Customer Banking Specialist: Deposits & Solutions

CCB Insurance Agency, LLC.; Ada (OK); Hybrid; USD 28,000 - 40,000; Full time

Job summary

CCB Insurance Agency, LLC. seeks a Hybrid Teller to greet customers, assist with deposits, withdrawals, and transfers, and balance the cash drawer daily. You will open new deposit accounts and cross-sell bank products while maintaining records and supporting sales objectives.

Ideal candidates bring cash handling and customer service experience, with basic banking software knowledge and proficiency in Excel/Outlook. This role requires professional appearance and strong communication skills.

Qualifications

• High school diploma or equivalent required.
• Cash handling and customer service experience required, preferred.
• At least six (6) months previous banking experience preferred.

Responsibilities

• Greet and direct customers.
• Provide assistance in completing financial transactions.
• Balance cash drawer at the end of each day.
• Open new deposit accounts.
• Answer phone and assist customers with inquiries and direct to proper departments as necessary.
• Cross sell products and services to meet sales goals.
• Maintain logs and ensure accurate records.

Skills

Cash handling

Customer service

Communication

Data entry

Bank software knowledge

Education

High school diploma

Cash handling experience

Tools

Excel

Outlook

Job description

CCB Insurance Agency, LLC. seeks a Hybrid Teller to greet customers, assist with deposits, withdrawals, and transfers, and balance the cash drawer daily. You will open new deposit accounts and cross-sell bank products while maintaining records and supporting sales objectives.

Ideal candidates bring cash handling and customer service experience, with basic banking software knowledge and proficiency in Excel/Outlook. This role requires professional appearance and strong communication skills.