What are the responsibilities and job description for the CSR/Teller position at Commercial Bank & Trust Co?
Role and Responsibilities:
- Performs the duties of a Customer Service representative: opens new accounts, monitors check orders, and cross-sells all accounts offered by the bank, assists customers with IRAs and IRA questions and with account inquiries, complies with CIP. Uses Deposit Horizons daily.
- Performs the duties of a paying and receiving teller: cashes checks; accepts deposits and loan payments; processes change orders; accepts safety deposit rent; sells Official Checks; completes CTRs as needed; takes check orders; takes stop payments and assists customers with safe deposit box. Scans work.
- Balances teller totals and cash items as needed.
- Works the weekly Bad Address Report.
- Opens Card Machine on a daily basis, adds cards, and balances cards at the end of the day.
- Serves as the back up to the Safety Deposit Box. Assists customers with Safety Deposit Box entry, rental, surrender and other needs.
- Answers phone and assists customer with accounts.
- Seeks expanded deposit and loan relationships with customers and sets referral goals.
- Assists with branch opening/closing procedures.
- Rotates as vault teller and works drive-in window as needed.
- Goes to post office and courthouse daily as requested
- Employee has prompt and regular attendance.
- Has helpful attitude with co-workers and customers.
- Strives to improve the efficiency in his/her work area through cost savings.
- Performs other duties assigned by supervisor.
- Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis.
- Follows IT Security Policies and Procedures, including the diligent reporting of phishing emails.
Qualifications and Education Requirements
- High school diploma or equivalent
Preferred Skills:
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite or related software
- Tact and public relations expertise
- Ability to work well with others
Physical Requirements:
- Must be able to lift up to 30 lbs
Commercial Bank and Trust Company is an Equal Employment Opportunity Employer-M/F/Vets/Disabled
