What are the responsibilities and job description for the Teller/Financial Services Specialist position at First Bank of Montana?
About the Role
First Bank of Montana is seeking a highly skilled Teller/Customer Service Representative to join our team in Chester, Montana. As an integral part of our team, you will provide exceptional customer service and support, handling deposits, withdrawals, cashing checks, and other banking transactions.
This role requires a positive attitude, excellent communication skills, and the ability to work effectively in a team environment. You will be responsible for promoting our bank's products and services, adhering to company policies and procedures, and maintaining confidentiality and professionalism at all times.
Duties and Responsibilities:
- Teller Essential Job Functions:
- Perform all paying and receiving functions as a teller, assisting customers with transactions and providing deposit and customer service solutions.
- Understand and utilize the bank software to complete transactions, verify endorsements, and identify forged checks and counterfeit bills.
- Accept loan payments, balance cash, and maintain established cash levels.
- Follow branch, division, and corporate policies and procedures, processing night deposit transactions and resolving errors.
- Organize, sort, count, strap, and label money to sell to the vault.
- Process telephone transfers, know and follow opening and closing procedures for drive-up and lobby, and collect accurate information for CTRs and MIL.
- Adhere to the Cash Difference and Limit Policy, follow Teller Capture procedure manual, and ensure proper teller capture procedures are followed.
- Answer incoming phone calls, notify supervisors of procedural or equipment issues with scanning, and perform additional duties as requested.
- New Account/Customer Service Essential Job Functions:
- Understand all deposit account products, assist customers with opening accounts, and promote bank products and services.
- Open deposit accounts and services for customers, including checking, savings, CDs, IRAs, safe deposit boxes, debit cards, and online banking.
- Adhere to branch, bank, and corporate policies and procedures, complete documents and account maintenance for existing accounts, and maintain existing account relationships through prompt and courteous service.
- Have a good knowledge of online banking products and be able to assist customers with enrollment and issues.
- Other Job Functions:
- Perform job functions in compliance with all company policies and procedures, federal and state rules and regulations, including BSA/AML, OFAC, and GLBA/privacy rules.
- Keep management informed of area activities and significant problems, participate in community service and bank-sponsored activities, and provide superior internal and external customer service.
- Represent First Bank of Montana in a professional manner, maintaining a positive can-do attitude, good attendance, punctuality, flexibility, and adaptability in meeting bank and customer needs.
- Regular and predictable attendance is essential to accomplish tasks, including in-person contact with customers.
- Additional duties may be assigned.
