Primary CSR - Bank Teller - Part Time

1ST SUMMIT BANK; Indiana (PA); On-site; USD 30,000 - 40,000; Full time

Job summary

1ST SUMMIT BANK is seeking a Customer Service Representative to build financial relationships with customers. The role involves processing transactions, handling inquiries, and promoting bank services to meet customer needs.

Ideal candidates should have strong communication and organizational skills, along with 1-3 years of customer service experience. This position offers a chance to make a significant impact on customer satisfaction and branch performance.

Qualifications

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• 1-3 years in customer service and cash handling experience required.

Responsibilities

• Build complete financial relationships with customers.
• Process transactions efficiently and professionally.
• Meet monthly referral goals through quality conversations.
• Assist branch manager in achieving growth objectives.

Skills

Verbal and written communication skills

Organizational skills

Digital awareness

Results-oriented

Manual dexterity

Multi-tasking ability

Proficiency with Microsoft Office Suite

Education

High School diploma or equivalent

1-3 years in customer service

Job description

Indiana
1825 Oakland Ave
Indiana, PA 15701, USA

Description

The Primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service:

• Provides direct and immediate response to customers’ requests and needs.
• Controls flow of customers by directing them to proper source/professional who can meet their needs.
• With every customer interaction have in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language.
• Builds relationships by cross-selling appropriate bank services to meet customers’ needs.

Provides high quality and confidential customer service in such activities as:

• Execute financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and complete all other types of account transactions in an efficient and professional manner.
• Handles and responds to customer inquiries in a timely manner.
• Issues Money Orders, Treasurers’ Checks, Gift and Prepaid cards, Credit Card Cash Advances.
• Process Night Depository, Mail Deposits and Commercial Deposits.
• Receives and processes all types of loan payments, and utility payments.
• Scans daily transactions, balance ATM, provide Safe Deposit Box access, balance vault, batch Cash Advance Machine.
• Count, verify and post cash shipments via armored car.
• Provides basic customer service requests such as Stop Payments, wire transfers, research requests, answer customers’ technical questions.
• Basic knowledge of products, services, and Electronic Banking services.
• Balance assigned daily cash and maintained assigned cash limits.

Meet and exceed monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services to meet our customers’ needs.

Assists branch manager to ensure the Relationship Center is meeting the established growth and sales objectives.

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Assists in maintaining overall professional appearance and cleanliness of the Branch.

Actively participates in Relationship Centers’ One Year Plan and long-term goals and objectives, coaching sessions, and team meetings.

Attends annual meeting to develop departmental goals:

• Attends Career Path Meetings with Supervisor.
• Actively participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives.
• Participates in daily 5-minute meetings.

Performs other duties as assigned or directed.

REQUIRED SKILLS/ABILITIES

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Must be results oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• Must be flexible and adaptable to varied work schedules.
• A positive, enthusiastic attitude.
• The ability to multi-task.
• Proficient with Microsoft Office Suite or related software.
• The ability to operate basic office equipment.

SUPERVISORY RESPONSIBLITY

• This position does not supervise employees.

EDUCATION and EXPERIENCE

• High School diploma or equivalent experience sales/business related field.
• 1-3 years in customer service and cash handling experience required.

PHYSICAL REQUIREMENTS

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 30 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.