Teller Customer Service Representative Full Time

Charlevoix State Bank

Michigan

On-site

USD 32,000 - 46,000

Full time

10 days ago
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Job summary

Charlevoix State Bank is seeking a Customer Service Representative/Teller to join the Main Office in Charlevoix, MI. The role focuses on providing courteous service, handling cash, and supporting IRA/HSA needs while maintaining compliance and accuracy.

Responsibilities include onboarding new customers, resolving issues, and coordinating with operations to service customer requirements in a community-focused bank environment.

Qualifications

  • Familiarity with retail banking operations, customer service, and cash handling.
  • Ongoing education of compliance regulatory requirements is required.

Responsibilities

  • Interact with customers in person or by phone to determine their needs.
  • Onboard new customers and support IRA and HSA accounts.
  • Balance customer accounts and process day-end to bookkeeping.
  • Assist with cash handling and vault duties.
  • Handle customer inquiries and resolve issues with confidentiality.

Skills

Oral communication
Written communication
Interpersonal skills
Customer orientation
Analytical thinking
Diagnostic information gathering
Attention to detail
Stress management
Teamwork
Adaptability

Tools

Core banking software
Credit card terminal
Check scanner

Job description

# Teller Customer Service Representative Full TimeMain Office - Charlevoix, MI 49720## Description**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* FlexibilityEducation & 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 |
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