Teller (Client Services Representative), Float, East Region, Elkhart, IN
1st Source
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- Location
- Elkhart, IN
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 15
- 4 days ago
Career path
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About the company
1st Source
Banking · 1,001 to 5,000 employees
What you'll do
- Process financial transactions, assist clients with inquiries and problem resolution, and identify needs to promote or refer bank products and services.
- Balance cash drawer and assist with banking center operations.
What you need
- High School Diploma/GED required; one or more years of customer or retail service experience and cash handling experience preferred.
- Must be able to stand for prolonged periods, travel to banking centers as needed, and occasionally lift or move up to 10 pounds.
- Education: a high school diploma
Key skills
Customer serviceCash handlingProblem resolutionAttention to detailTime managementWindows based systemCross-sell bank productsListeningVerbal communicationOrganizational skillsTeam atmosphereConfidentiality
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POSITION SUMMARY
Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
ESSENTIAL REQUIREMENTS
Processes financial transactions for clients accurately and efficiently
Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Follows established Bank policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Balances cash drawer and assists banking center team in operational duties (ie., balancing the ATM, vault and end of day work)
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and complies with the requirements
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
One (1) or more years of customer or retail service experience preferred
Cash handling experience preferred
Ability to respond and assist clients with inquiries and/or problem resolution
Customer service and sales oriented
Careful attention to detail and time management
Good listening and verbal and communication skills
Good PC skills - ability to work in Windows based system essential
Ability to cross-sell bank products and services
Ability to work evenings and weekends based on banking center needs
Ability to communicate in another language is a plus
Good organizational skills
Ability to work in a team atmosphere
Ability to stand for prolonged periods of time
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records
Ability to handle multiple tasks in a fast-paced environment
EDUCATION
High School Diploma/GED required
TRAVEL REQUIREMENTS
Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed).
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment