CSR/Teller Position The CSR/Teller works in direct contact with customers in a professional environment. This position is responsible for more advanced administrative, technical, and professional duties within the bank. These responsibilities include recommending products and services to customers and business entities in order to provide them with a better banking experience. This position reports to the Frontline Manager. This position is responsible for the following functions: CSR:Engage customers according to the bank's Benchmark Service Standards Foster ongoing relationships that improve customer commitment Recommend products to customers based on their needs Respond to customer requests by providing simple and knowledgeable guidance to resolve issues Project a favorable image of the bank to the community Open and maintain personal, business, trust, and estate accounts Demonstrate a commitment and participate in the bank's High Performance Growth Strategy Teller: Cash checks, handle deposits and miscellaneous transactions, including cash advances, gift cards, and BBOK credit card payments Maintain a balanced cash drawer Assist with mail and night drop transactions Answer teller-related issues on incoming phone calls Assist with balancing issues, vault balancing, ordering of money, and shadowing new tellers as needed Relationship Management: Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction, call activity, and community involvement Build and maintain professional working relationships with other internal departments to drive products, services, and referrals to ensure that customer satisfaction is achieved Various other duties as assigned
Qualifications
Education/Certification: High School Diploma or equivalent required
Required Knowledge: Advanced knowledge and understanding of all products and services offered by Peoples Bank and Trust and understanding of policies and procedures of Peoples Bank and Trust as related to services provided
Experience Required: 2+ years banking or customer service experience preferred
Skills/Abilities:
Attention to detail, ability to assess businesses to determine customer need and make recommendations, strong written and verbal communication, self-motivation, self-management, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, strong ability to multi-task, applied leadership and mentoring/training
Physical Activities and Requirements of This Position:
Talking: Ability to speak effectively and communicate clearly
Average Hearing: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
Repetitive Motion: The employee is regularly required to type throughout the day
Finger Dexterity: The employee is regularly required to use hands to type and maneuver a mouse
Average Vision: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)
Physical Strength: The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time
Working Conditions:
General professional office environment with climate control. Adequate lighting. Work schedules may include occasional Saturday attendance based on branch location and business needs.
Mental Activities and Requirements of This Position:
- Reasoning Ability: Ability to deal with a variety of variables under only limited standardization
- Mathematics Ability: Strong numeric capabilities; Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions
- Language Ability: Ability to read, analyze, and interpret documents. Ability to communicate clearly.
Intent and Function of Job Descriptions: Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed
accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the
descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
