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Form of workPosition Summary
The Float Teller/Personal Banker position will provide professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.This position will not have a dedicated work location but will be required to work in different bank locations. The work locations will be determined by the need of those locations, on a day-by-day basis.
The Float Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures.
This position must be flexible in dealing with the needs of customers, several team members, and departments. This position will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Esesntial Functions
To perform this job successfully, an individual must be able to perform each Essential Function and Skill 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 essential functions.
1.Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
2.Assist with end of day processing and check imaging work checking for accuracy prior to submitting.
3.Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures.
4.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.
5.Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
6.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.
7.Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
8.Services all retail and business deposit accounts, while promoting and selling additional products and services.
9.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.
10.Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
11.Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
12.Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
13.Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
14.Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
15.The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
16.Maintain complete confidentiality regarding sensitive customer and proprietary information.
17.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.
18.Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to AML, as well as adhere to the Bank's policies and procedures.
19.Physical presence in the bank is required.
20.Perform other duties as assigned and requested.
This job description does not list all the duties of the position. You may be asked by supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. The Bank has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the Bank may terminate employment at any time, for any reason, without notice.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
The Float Teller/Personal Banker position will provide professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.This position will not have a dedicated work location but will be required to work in different bank locations. The work locations will be determined by the need of those locations, on a day-by-day basis.
The Float Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures.
This position must be flexible in dealing with the needs of customers, several team members, and departments. This position will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Esesntial Functions
To perform this job successfully, an individual must be able to perform each Essential Function and Skill 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 essential functions.
1.Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
2.Assist with end of day processing and check imaging work checking for accuracy prior to submitting.
3.Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures.
4.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.
5.Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
6.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.
7.Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
8.Services all retail and business deposit accounts, while promoting and selling additional products and services.
9.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.
10.Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
11.Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
12.Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
13.Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
14.Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
15.The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
16.Maintain complete confidentiality regarding sensitive customer and proprietary information.
17.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.
18.Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to AML, as well as adhere to the Bank's policies and procedures.
19.Physical presence in the bank is required.
20.Perform other duties as assigned and requested.
This job description does not list all the duties of the position. You may be asked by supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. The Bank has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the Bank may terminate employment at any time, for any reason, without notice.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
