CSR-I

JOB SUMMARY: Perform a variety of duties to provide existing clients and potential customers with efficient and accurate services.  Abide by the “Deliver on the Promise” commitments.

JOB SPECIFICATIONS:

Education:        High school graduate or equivalent

Experience:       One year experience as a Teller or equivalent cash handling experience

ESSENTIAL FUNCTIONS:

• Use software applications as required by specific job functions
• Use procedures and forms relating to the activities of the assigned work unit
• Receive deposits; verify cash and endorsements
• Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
• Manage and balance cash within teller guidelines for position
• Make credit card advances
• Accept loan payments
• Process wire transfers
• Sell cashier checks 
• Prepare change orders for commercial clients
• Knowledge of the various kinds of accounts available to clients; cross-sell bank products and services
• Serve clients courteously and expeditiously to ensure their satisfaction
• Become knowledgeable of bank compliance issues
• Teamwork:
  1. Support co-workers whenever help is needed to provide the highest level of client service

• Assist in completing department duties in a timely and efficient manner 
• Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
• Follow all Bank compliance policies and procedures relating to this position

• Other duties as assigned to meet client and operational needs

WORK CONTEXT:  

• Ability to concentrate and focus on essential functions in appropriate priority order is required.
• Requires being punctual, dependable, detail oriented and responsible for work outcomes and results. 
• Requires sitting for long periods and traveling to other departments and locations, as needed.  
• Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.  
• Requires completion of assigned on-line training courses with a passing percentage.  
• Professional environment requiring appropriate professional demeanor and attire. 
• Work is performed indoors in environmentally controlled conditions.

SKILLS:

• Knowledge of Business English
• Ability to communicate orally in an effective manner
• Competency with extensive face-to-face contact with clients 
• Competency in providing exemplary client service in a professional manner
• Ability to interpret bank policies and procedures to clients 
• Ability to tolerate stress
• Ability to deal with clients under circumstances requiring tact and diplomacy
• Ability to handle large amounts of cash and make change
• Competency in basic mathematical skills such as calculating interest and percentages
• Ability to operate on-line teller terminal
• Ability to operate ten-key calculator or adding machine
• Ability to type up to 30 words per minute
• Ability to use photocopying and other office equipment
• Ability to work with others
• Ability to stand for extended periods of time
• Ability to lift bags of coin up to 30 lbs.

RELATIONSHIPS:

• Responsible to the Branch Manager for the fulfillment of functions and responsibilities.
• Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

• Be Genuine.   Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic.   Be will