Customer Service Teller I

Opportunitybank; Montana; On-site; USD 30,000 - 50,000; Full time

Job summary

Opportunitybank in Montana seeks a dedicated individual to serve customers in person and over the phone, ensuring exceptional service and adherence to banking policies.

Your role will involve establishing relationships with customers to achieve branch sales goals, performing cash management duties, and managing risk in transactions. A commitment to compliance and participation in training programs are also essential.

Responsibilities

• Serve customers in person and on the telephone.
• Establish and deepen relationships with customers.
• Perform security and maintenance of cash requirements.
• Respond to customer inquiries and resolve issues.
• Process transactions accurately and efficiently.
• Adhere to operational and security policies.
• Manage risk and detect fraudulent transactions.
• Complete mandatory bank training.

Job description

• Serve customers in person, through the drive‑up window where applicable, and on the telephone in accordance with bank policies. All customers will be provided exceptional service.
• Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service by maintaining awareness of and information concerning available bank products and services.
• Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash with general oversight.
• Exchange foreign currency, complete change orders, process mail and night drop with general oversight.
• Respond to customer inquiries, resolve issues, and recognize cross‑sales opportunities. Educate customers on alternative channels to provide service. Elevate inquiries that cannot be answered to appropriate responsible party.
• Perform banking services for customers including processing transactions accurately and efficiently to build rapport, customer confidence, and trust.
• Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank. Ensure dual control procedures are followed as required.
• Manage risk in every transaction and detect fraudulent transactions to prevent losses. Report suspicious activity, follow CIP and BSA procedures. Prepare Currency Transaction Reports (CTR).
• Complete all mandatory bank training. Participate in supplemental bank‑coordinated educational programs and training courses to increase job and industry knowledge as time permits.
• Perform additional duties including but not limited to: ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer, etc.
• Issue debit cards and troubleshoot basic debit card issues.
• Perform routine business correspondence.
• Perform other related duties as assigned.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.