CSR/Teller Non-Exempt
Listed on 2026-01-26
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bilingual, Bank Customer Service
ROLE
The CSR/Teller works in direct contact with customers in a professional environment. This position is responsible for more advanced administrative, technical, and professional duties within the bank. These responsibilities include recommending products and services to customers and business entities in order to provide them with a better banking experience. This position reports to the Frontline Manager.
ESSENTIAL FUNCTIONSThis position is responsible for the following functions:
CSR- Engage customers according to the bank’s Benchmark Service Standards
- Foster ongoing relationships that improve customer commitment
- Recommend products to customers based on their needs
- Respond to customer requests by providing simple and knowledgeable guidance to resolve issues
- Project a favorable image of the bank to the community
- Open and maintain personal, business, trust, and estate accounts
- Demonstrate a commitment and participate in the bank’s High Performance Growth Strategy
- Cash checks, handle deposits and miscellaneous transactions, including cash advances, gift cards, and BBOK credit card payments
- Maintain a balanced cash drawer
- Assist with mail and night drop transactions
- Answer teller-related issues on incoming phone calls
- Assist with balancing issues, vault balancing, ordering of money, and shadowing new tellers as needed
- Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction, call activity, and community involvement
- Build and maintain professional working relationships with other internal departments to drive products, services, and referrals to ensure that customer satisfaction is achieved
Various other duties as assigned
QUALIFICATIONSEDUCATION/CERTIFICATION:
High School Diploma or equivalent required
REQUIRED KNOWLEDGE: Advanced knowledge and understanding of all products and services offered by Peoples Bank and Trust and understanding of policies and procedures of Peoples Bank and Trust as related to services provided
EXPERIENCE
REQUIRED:
2+ years banking or customer service experience preferred
SKILLS/ABILITIES: Attention to detail, ability to assess businesses to determine customer need and make recommendations, strong written and verbal communication, self-motivation, self-management, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, strong ability to multi-task, applied leadership and mentoring/training
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION- TALKING:
Ability to speak effectively and communicate clearly - AVERAGE HEARING:
Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel - REPETITIVE MOTION:
The employee is regularly required to type throughout the day - FINGER DEXTERITY:
The employee is regularly required to use hands to type and maneuver a mouse - AVERAGE VISION:
Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts) - PHYSICAL STRENGTH:
The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time
General professional office environment with climate control. Adequate lighting. Required regular work attendance on Saturdays.
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION- REASONING ABILITY:
Ability to deal with a variety of variables under only limited standardization. - MATHEMATICS ABILITY:
Strong numeric capabilities;
Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions. - LANGUAGE ABILITY:
Ability to read, analyze, and interpret documents. Ability to communicate clearly.
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