Customer Service Representative II

EVERGREEN FEDERAL BANK; Grants Pass (OR); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Life insurance

Long-term disability

Paid vacation

Job summary

Evergreen Federal Bank in Grants Pass, OR invites applications for a full‑time Teller who puts customers first. You will greet customers, process deposits, withdrawals, transfers, loan payments, and related cash transactions with accuracy and courtesy.

Balance your cash drawer daily, follow security and CIP/BSA procedures, and contribute to a positive branch team environment. The role requires 2+ years of cash handling experience and solid computer skills (Word, Excel, Outlook).

Qualifications

• 1+ year of cash handling experience preferred.
• Excellent communication and interpersonal skills.
• Ability to open basic consumer accounts and assist with maintenance.
• Proficiency with basic computer applications (Word, Excel, Outlook).
• May require Oregon State Notary License.

Responsibilities

• Greet customers and provide friendly, professional service.
• Process deposits, withdrawals, transfers, loan payments, and other cash transactions.
• Balance cash drawer and maintain accuracy within guidelines.
• Initiate outgoing domestic and international wires.
• Ensure adherence to CIP, BSA, security procedures and bank policies.
• Assist with opening basic consumer accounts and account maintenance.

Skills

Customer service

Cash handling

Communication

Teamwork

Attention to detail

Tools

Microsoft Word

Excel

Outlook

Ten-key

Job description

Description

Job Summary and Responsibilities

The primary function of this position is to provide superior customer service to Evergreen customers while assisting in transactions such as deposits, withdrawals, transfers, and loan payments as well as the following:

Promptly greets customer and build rapport in person or by telephone in a friendly and professional manner.

• Identify issues and offer solutions that will help Evergreen customers experience the most convenient banking possible.
• Process all monetary transactions for customers, (i.e. deposits, withdrawals, loan payments, retirement transactions, check cashing, savings bonds, cashier’s checks, money orders, etc.) within standards for accuracy of no more than 5 occurrences per month (each out of balance condition or proof error is considered 1 occurrence).
• Adhere to bank policy, compliance, procedures and limits to assure accurate cash handling. Maintain proper security of cash drawer, assigned keys and all negotiable items, and work areas are clean at the end of the business day. Complete balancing of teller cash drawer within a 15-minute time period.
• Maintain balancing standard of no more than a maximum of $300.00 in annual rolling cash outages.
• Ability to exercise independent judgment while working with established check cashing guidelines.
• Initiate outgoing domestic and international wires.
• Be knowledgeable of and adhere to all security procedures.
• Complete requests and assignments as provided by management.
• Consistently arrive to work and return from breaks at scheduled time.
• Attend meetings as requested.
• May be required to possess Oregon State Notary License.
• Have the ability to open basic consumer accounts and perform account maintenance as necessary.
• Accurately complete weekly incoming and outgoing cash shipments in dual custody, and order vault cash within the set branch limits.
• Balance vault cash at end of day under dual custody.
• May be assigned as branch trainer or mentor for new CSRs.
• Provide support and/or work at alternate locations when requested and required to do so.
• Adhere to the Bank's CIP, BSA and related security procedures to ensure bank compliance in your area of responsibility. Accurately completes CTR and monetary instrument reporting when necessary and in a timely manner.

Eligibility

Skills and Abilities

• Thorough understanding of Deposit Products and Bank services.
• Satisfactory communication (written and oral) and organizational skills.
• Satisfactory interpersonal skills and ability to develop rapport with people.
• Ability to work within and foster a team environment.
• Must be able to provide excellent customer service
• Maintain a professional image.

Education/Experience

• Minimum of 2-years’ experience with cash handling with a good balancing record (previous bank experience preferred).
• Computer knowledge and familiarity with Microsoft Word, Excel, Outlook, and experience using ten-key.

Physical demands

• Must be able to remain in a stationary position for prolonged periods.
• Be able to move about the office to access file cabinets, office machinery, etc.
• Be able to move/transport up to 30 lbs.
• Operate a computer and other office machinery, such as a calculator, copy machine, printer, scanner, and other standard office equipment.
• The work primarily performed in this position is done within an indoor, climate-controlled environment.

Candidates must be able to complete all essential functions and physical requirements of the job with or without a reasonable accommodation.

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, requirements or working conditions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Benefits

Our comprehensive benefits package includes medical, dental, life, and long-term disability coverage; paid vacation, sick time, holidays, volunteer time off (VTO); and tuition reimbursement to support your continued growth.

Evergreen Federal Bank is an equal opportunity employer, including veterans and individuals with disabilities.