Teller / Backup CSR - Job Listing

Teller / Backup CSR
Oct. 03, 2008 - Oct. 10, 2008
Location:	Greensboro, NC
Exempt/Non-Exempt:	Non-Exempt
Benefits:	Health / Dental / Life / LTD paid for employees
Type:	Full Time
Department:	Teller/CSR
Description:	Provides a variety of customer savings, checking and credit account transactions, as well as customer services such as sales of money orders and traveler’s checks. Performs customer services, such as opening new accounts, establishing direct deposit accounts, accounts, opening retirement accounts and assisting customers with queries concerning financial institution services. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides, and recognizes selling and referral opportunities.
Duties:	•Is responsible for comprehensive, prompt and efficient customer transactions. •Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. •Assists in the bank-by-mail function, where available. •Issues traveler’s checks, money orders and U.S. Savings Bonds. •Balances cash drawer at the end of the shift and compares totaled amount to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary. •Ensures that the teller station is properly stocked with forms, supplies, etc. •Cashes checks from a variety of accounts upon proper verification. •Cross-sells financial institution services such as safe deposit boxes, traveler’s checks, etc. •Receives mortgage, consumer loan and other payments, and ensures the payments match balances due. Enters payments into computer. •Reports malfunctions of teller terminals and other equipment used at the teller station to supervisor. •Provides a complete range of customer services at the financial institution, including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts. •Receives deposits and ensures that all accounts are properly processed. •Services bond and security transactions, establishes retirement accounts, and makes arrangements for direct deposits. •Completes arrangements and documents for special services such as exchanges of foreign currency and processing savings bond transactions. •Carries out the financial institution’s client retention strategies. •Proactively prospects for new business. •Actively refers loan, trust, insurance and brokerage services to appropriate financial institution specialists. •Assists supervisor in establishing objectives and plans for financial center. •Participates in sales, service and product training meetings. •Follows policies and procedures related to retail areas. •Opens and closes office by following established security procedures. •Represents the financial institution in community affairs and civic organizations. •Performs related duties as assigned by supervisor.
Qualifications:	•High school diploma or equivalent. •Successful completion of in-house training program (if available) or other approved training program. •At least 2 years experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. •Excellent sales, interpersonal and communication skills. •Good understanding of financial products and services. •Above average computer and keyboard skills. •Good organizational skills.
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