Full Time CSR Teller

Charlevoix Area Chamber of Commerce; Charlevoix (MI); On-site; USD 34,000 - 45,000; Full time

Job summary

Charlevoix Area Chamber of Commerce seeks a Customer Service Representative/Teller to serve customers, onboard new clients, support IRA/HSA needs, and handle daily bank operations with accuracy and discretion.

The role requires strong communication, attention to detail, and compliance with regulatory requirements; duties include cash handling, documentation, and coordinating with Operations.

Qualifications

• Knowledge of Retail Banking Operations and Cash handling.
• Ongoing education of compliance regulatory requirements.

Responsibilities

• Customer Service Representative/Teller Transactions
• Interact with Customers in person or telephone by determining their needs
• Onboard New Customers
• IRA and HSA support
• Be approachable to resolve customers concerns and handle sensitive private matters
• Ensure all required documentation is obtained and kept current for Business Entities, Trusts, etc.
• Work closely with Operations to service customer needs
• Assist in Dormant Account and Bank Secrecy Act monitoring
• Credit Card Support
• May open early at 7:30 a.m. some days
• Process night drop vault deposits
• Handle customer phone calls
• Cash handling, verify incoming cash shipments
• Operate and maintain a check scanner and PC
• Operate computer software windows based (core)
• Operate a credit card terminal for customer cash advances
• Balance customer’s accounts
• Handle customer dispute of unauthorized charges to account
• Utility payments
• Order foreign currency
• Balance internal accounts
• Balance end of day to Bookkeeping
• Outgoing mailings
• Balance ATMs
• Assist Bank Courier (change orders process deposits)
• Stock incoming supplies
• Daily monitor reports (overdrawn savings, etc.)
• Sort & process (customer transactions) incoming mail

Skills

Attention to Communication

Oral Communication

Written Communication

Interpersonal Awareness

Persuasive Communication

Customer Orientation

Diagnostic Information Gathering

Analytical Thinking

Technical Expertise

Initiative

Conceptual Thinking

Influencing Others

Compassionate

Establishing Focus

Fostering Teamwork

Managing Change

Thoroughness

Decisiveness

Self Confidence

Stress Management

Personal Credibility

Flexibility

Education

Knowledge of Retail Banking Operations

Job description

Purpose of Job

Service our customers and possible customers, while maintaining a professional friendly demeanor. Must establish and maintain credibility in our local communities. Additional job duties are listed further down but are not all-inclusive. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements.

Primary Purpose of Job

Service our customers and possible customers, while maintaining a professional friendly demeanor. Must establish and maintain credibility in our local communities. Additional job duties are listed further down but are not all-inclusive. Must follow and enforce bank policies and procedures. Abide by and enforce all compliance regulatory requirements.

Required Experience & Skills

• Attention to Communication
• Oral Communication
• Written Communication
• Interpersonal Awareness
• Persuasive Communication
• Customer Orientation (internal and external)
• Diagnostic Information Gathering
• Analytical Thinking
• Technical Expertise
• Initiative
• Conceptual Thinking
• Influencing Others
• Compassionate
• Establishing Focus
• Fostering Teamwork
• Managing Change
• Thoroughness
• Decisiveness
• Self Confidence
• Stress Management
• Personal Credibility
• Flexibility

Education & Experience

Knowledge of Retail Banking Operations, Customer Service, and Cash. Ongoing education of compliance regulatory requirements is required.

Job Duties

• Customer Service Representative/Teller Transactions
• Interact with Customers in person or telephone by determining their needs
• Onboard New Customers
• IRA and HSA support
• Be approachable to resolve customers concerns and handle sensitive private matters
• Ensure all required documentation is obtained and is kept current for Business Entities, Trusts, etc.
• Work closely with Operations to service customer needs
• Assist in Dormant Account and Bank Secrecy Act monitoring
• Credit Card Support
• May open early at 7:30 a.m. some days
• Process night drop vault deposits
• Handle customer phone calls
• Cash handling, verify incoming cash shipments
• Operate and maintain a check scanner and PC
• Operate computer software windows based (core)
• Operate a credit card terminal for customer cash advances
• Balance customer’s accounts
• Handle customer dispute of unauthorized charges to account
• Utility payments
• Order foreign currency
• Balance internal accounts
• Balance end of day to Bookkeeping
• Outgoing mailings
• Balance ATMs
• Assist Bank Courier (change orders process deposits)
• Stock incoming supplies
• Daily monitor reports (overdrawn savings, etc.)
• Sort & process (customer transactions) incoming mail