Teller/Personal Banker

Citizens Alliance Bank; Clara City (MN); On-site; USD 21,000 - 32,000; Full time

Job summary

Citizens Alliance Bank in Minnesota seeks a friendly, detail-oriented Teller to handle transactions, cash handling, deposits, and customer service at a branch location. You will assist with new deposit accounts, explain products, and promote additional services while ensuring compliance with bank policies.

The role emphasizes accurate cash handling, policy adherence, and delivering excellent customer service in a community banking environment.

Qualifications

• High School diploma or GED required.
• 1–3 years of banking or customer service experience preferred.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Process teller transactions and verify cash and deposits.
• Open new deposit accounts and explain products to customers.
• Promote bank services and cross-sell while maintaining compliance.
• Answer inquiries and handle telephone transfers per policy.

Skills

Customer service

Cash handling

Attention to detail

Education

High School diploma or GED

Continuing Education to maintain job knowledge

1-3 years banking experience

1-3 years administrative or customer service experience

Tools

Microsoft Office Suite

Job description

Essential Functions:

• Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
• Assist with end of day processing and check imaging work checking for accuracy prior to submitting.
• Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank’s policies and procedures.
• Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship.
• Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
• Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing.
• Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
• Services all retail and business deposit accounts, while promoting and selling additional products and services.
• Displays knowledge and proficiency in the bank’s products and services to act as a liaison between customers and the bank to build long-term customer relationships.
• Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
• Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
• Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
• Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
• Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
• The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
• Maintain complete confidentiality regarding sensitive customer and proprietary information.
• Must be able to remain in a standing or stationary position 50% of the time.
• Must occasionally lift 30 pounds.
• All employees are expected to exemplify and follow our core values.
• Regular attendance and punctuality when reporting to work.
• Travel for trade and industry schools and seminars as needed.
• This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s identity to the system for security purposes.
• Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank’s policies and procedures.
• Perform other duties as assigned and requested.

Core Values

Humility

We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

Respectful, Genuine Care for Others

We care about each other, we care about our customers, and we care about our communities.

Finds A Way

This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

Effort

We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.

Owning-It

Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.

The employer has the right to revise this position description at any time. The position description is not a contract for employment.

Education and Experience:

Required - High School diploma or GED.

Required - Continuing Education to maintain job knowledge.

Preferred - One to Three years of banking experience.

Preferred - One to Three years of Administrative or customer service experience.

Preferred - Proficiency in Microsoft Office Suite

Compensation details:

14.5-23.35 Hourly Wage