Financial Service Representative (Teller)

Function

Citadel’s Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience of accurate and timely transactions. As a member of our Retail Delivery Network, FSR's are essential to building quality relationships with our customers by providing them a positive banking experience.

Our Representatives are expected to inform our customers of the many different products and services we offer to enhance their banking experience with Citadel. FSR's are required to initiate cross-sell opportunities of these products with the purpose of enhancing their relationship with Citadel. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.

Duties and Responsibilities

• Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Meet or exceed team performance goals, such as customer service, sales, and production.
• Accurately perform customers’ financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs’, and/or Inline Teller Machines.
• Be knowledgeable of all financial services offered by Citadel.
• Educate and provide customers with product and/or service information.
• Recognize and initiate sales opportunities to increase and maintain long-term Citadel relationships.
• Retain profitable households through effective sales and customer service skills.
• Maintain an awareness of competitors’ services.
• Be self-motivated, confident, and assertive while handling heavy customer contact.
• Exhibit strong teamwork capabilities while working in an office environment.
• Communicate clearly and effectively in a variety of settings, both verbal and written.
• Comply with Citadel’s operation and security procedures.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain awareness of scams and risk threats that have potential to create a loss for Citadel or its members.
• Maintain confidentiality of members financial information in a secure and secure manner
• Ability to work Saturday hours.
• Perform other duties as assigned

Qualifications and Education Requirements

Work Experience

• 1 year of customer service and cash handling experience
• 6 months sales experience
• 2 years of customer service, cash handling and sales experience preferred
• Previous banking experience preferred
• Demonstrate professionalism through dress and demeanor
• Ability to navigate multiple software applications
• Ability to achieve sales goals through outstanding service
• Ability to adapt quickly to change and handle multiple tasks throughout the day
• Ability to handle pressure, does not easily get overwhelmed
• Desire to provide superior customer service and get to know members
• Ability to handle basic and intermediate computer skills.
• Excellent communication and problem solving skills. Demonstrates adaptability when interacting with customers. Maintain confidentiality, promote integrity, and support the corporate mission.

Education

• High school diploma or equivalency

Performance Measurements

Performance metrics will be established each year based on corporate and strategic goals.

Work Environment.

The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members.

Physical Demands

While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.

EEO Statement

Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

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)