Frontline Bank Teller and Customer Champion

Beal Bank USA; Wilmette (IL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401K with company match

11 paid holidays

Accrue vacation/sick days

Annual discretionary bonus

Job summary

Beal Bank USA is seeking a Retail Banking Specialist in Wilmette to deliver exceptional frontline service and support to customers. You will handle transactions, customer inquiries and branch duties with a strong focus on accuracy and compliance.

The role emphasizes community involvement, professional communication, and adherence to bank policies while maintaining a positive, customer-friendly approach in a 8am–5pm Mon–Fri schedule.

Qualifications

• Prior experience as a teller or new account representative preferred.
• Minimum 2-4 years customer service experience.
• High School diploma or equivalent required.
• Professional appearance and demeanor.
• Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications.
• Demonstrated good attendance and punctuality.
• Strong attention to detail with high concern for data accuracy.
• Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members.
• Outstanding listening and interpersonal communication skills, both written and verbal.
• Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines.
• Critical thinking and decision-making skills.
• Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment.
• Self-motivated.
• Overnight and out of town travel is possible on occasion.

Responsibilities

• Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations.
• Required participation in CRA activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met.
• Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers.
• Perform opening, closing and other branch duties.
• Balance cash drawer and assist with cash vault balancing.
• Open and process incoming mail.
• Complete logs, reports and control checks while maintaining a neat and organized work area.
• Answer incoming phone calls, address customer questions and concerns and elevate any problems or disputes to appropriate internal resources for resolution.
• Image documents and performing quality control checks.
• Practice branch security procedures and protect customer confidentiality and privacy.

Skills

Customer service

Attention to detail

Communication skills

Problem solving

Multi-tasking

Education

High School diploma

Tools

Microsoft Office

10-key touch

Banking software

Job description

Beal Bank USA is seeking a Retail Banking Specialist in Wilmette to deliver exceptional frontline service and support to customers. You will handle transactions, customer inquiries and branch duties with a strong focus on accuracy and compliance.

The role emphasizes community involvement, professional communication, and adherence to bank policies while maintaining a positive, customer-friendly approach in a 8am–5pm Mon–Fri schedule.