Teller/New Accounts Representative-Banking

RNB State Bank; Longmont (CO); On-site; USD 36,000 - 54,000; Full time

Job summary

Front Range State Bank in Longmont, CO is seeking a friendly, detail-oriented Customer Service Representative to be the first point of contact for clients. You will open and service accounts, process transactions, explain products, and help customers navigate online banking while upholding bank policies.

A team-oriented environment and opportunities for professional development are available. This on-site role emphasizes exceptional service, accuracy, and confidentiality to support the bank's

Qualifications

• High school diploma or GED; related experience preferred.
• Excellent customer service and communication skills.
• Ability to multi-task in a fast-paced environment; attention to detail.
• Basic math and cash handling skills; confidential handling.

Responsibilities

• Open and service customer accounts with a welcoming manner.
• Explain banking products and process transactions.
• Maintain accurate cash drawer and balance cash.
• Assist customers with online banking questions.
• Process deposits, withdrawals, checks, and money orders.
• Ensure compliance with bank policies and CIP requirements.

Skills

Exceptional Customer Service

Multi-tasking

Cash handling

Microsoft Office

Confidentiality

Attention to detail

Bilingual abilities (a plus)

Education

High school diploma or GED

Tools

Microsoft Office Suite (Outlook, Word, Excel)

Job description

Description

Front Range State Bank is a locally managed independent community bank founded in 1899 located in Longmont, Colorado, offering an array of customized and personalized banking services that meet the needs of businesses and personal clientele. Front Range State Bank takes pride in developing personal relationships with its clients while maintaining the highest level of professional service.

Our mission is to not only provide personalized banking services for our clientele, but to encourage our staff to personally contribute to making a difference in the communities that we serve. The Bank is also working towards being a community leader that balances purpose with profit by considering the impact of its decisions on its workers, customers, suppliers, community, and the environment.

What we are looking for:

Front Range State Bank is looking for a driven, reliable, hardworking employee who wants to make a difference and provide exceptional customer service for our clients and in our community. If your goal is to build a career that is impactful & fulfilling, consider joining the dedicated team at Front Range State Bank in our Longmont, CO office.

Benefit Package Offered: (Subject to Eligibility Requirements)

• 401(k) Non-elective
• Medical, Dental and Vision Insurance
• Heath Savings Account with company contribution
• Employer paid Life Insurance/LTD
• AD&D Insurance
• Paid Vacation, Sick and Holiday time
• Flexible Spending Account
• Professional Development Resources/Tuition Reimbursement
• Employee Assistance Program
• An annual bonus may be paid to eligible employees based on organization & individual performance.

The Customer Service Representative serves as a primary point of contact for Bank customers and is responsible for creating a welcoming, helpful, and professional experience. Opens and services accounts, recommends appropriate Bank products and services, answers inquiries/requests, processes transactions, takes ownership of resolving account in an efficient, timely, friendly, and courteous manner by performing the following duties:

Essential Duties and Responsibilities:

• Provides clear, polite and professional communication in-person, via phone, chat, and email to internal and external customers
• Explains the different types of products available to customers and suggests the most appropriate one for their needs.
• Provides support to all assigned areas of branch operations, including new accounts, teller, and safe deposit box area.
• Use numerous software applications to perform daily tasks.
• Perform all Teller Duties including, accepting deposits, cash checks, savings withdrawals, and issue Cashier’s Checks, count cash, Money Orders, Gift Cards. Accept loan payments and issue receipts.
• Verify endorsement, validity, and balance availability when processing transactions.
• Processes a variety of transactions using own judgment within limits regarding the validity of transactions presented.
• Processes mail deposits, night drop, and ATM deposits which are opened under dual control.
• Maintains a balanced cash drawer and resolves errors or discrepancies as they arise.
• Processes stop payments and Reg CC holds when needed.
• Refers questionable transactions to Teller Supervisor.
• Prepares new account documentation for all types of deposit products, including checking, savings, certificate of deposits and individual retirement accounts.
• Mails or sends through Synergy the necessary documents to customers requesting to open a new account or change an existing account through Adobe Sign.
• Makes decisions regarding the opening of new accounts and obtains all required CIP and required documentation.
• Order checks, endorsement stamps and deposit slips.
• Provide effective customer service by answering customer questions, investigating & fixing errors or other possible issues that may arise.
• Assists customers with online banking questions and enrollments. Set up customers with electronic banking services & cash management products.
• Maintains monthly records of all accounts opened and closed.
• Performs Customer Call Backs on new account opening satisfaction and log the results of those calls.
• Assists customers in balancing their DDA accounts and changing pin numbers upon customer’s request.
• Establishes automatic internal account transfers for customers.
• Establishes sweep accounts with proper authorization and documentation.
• Scans all new account documents into the core system.
• Work effectively in a team-oriented environment.
• Responsible for adherence to regulations and Bank policies and procedures.

Nonessential Duties and Responsibilities:

• Maintains proper level of new account kits.
• Prints new accounts reports from Synergy.
• Performs all other duties as assigned.

Qualifications:

• Exceptional Customer Service.
• Ability to multi-task in a fast-paced environment.
• Basic mathematical and cash handling skills.
• Basic keyboard navigation and proficiency in Microsoft Office products (including Outlook, Word & Excel) is preferred.
• Ability to maintain a high level of confidentiality.
• Attention to detail with high degree of accuracy.
• Bilingual abilities are a plus.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

High school diploma or general education degree (GED); one to three months related experience and/or training; or equivalent combination of education and experience. Prior customer service, sales or banking experience is preferred.

Customer Service/Interpersonal Skills:

Consistently demonstrate a positive, welcoming, friendly, polite, patient, and professional attitude. Ability to actively listen, ask effective questions, build rapport and trust, explain information clearly, take ownership of customer needs, remain calm when concerns arise, and work toward practical solutions.

Language Ability:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Math Ability:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Word Processing software.

Certificates and Licenses:

No certifications needed.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include Close vision. While performing the duties of this Job, the employee is regularly required to stand and talk or hear. The employee is frequently required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to walk; sit and stoop, kneel, crouch, or crawl.

Salary Range: $36,400 - $54,080 depending upon experience

RNB State Bank is an Equal Opportunity Employer