Taskforce Teller/Customer Service Specialist  – Evansville, IN

Department: Branch

Job Status:  Full Time

FLSA Status: Non-Exempt


Work Schedule: 32-40 hours per week; Saturday rotation is required

Location: Evansville, IN

Reports To: Assistant Branch Admin

Amount of Travel Required: Travel to branches as needed

Positions Supervised: Teller staff when working as a Customer Service Specialist and Office Manager is absent

Position Summary

Provide service to bank customers by conducting appropriate transactions accurately and efficiently and meeting the needs of customers by referring them to appropriate departments in the bank. And, when working as a Customer Service Specialist interviewing individuals that desire to open an account. Explain account services available to prospective customers and assist them in preparing documents.  When working as a Customer Service Specialist opening and closing a branch when necessary.

Essential Functions

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Answer customers’ questions, and explain available services such as deposit accounts
  • Compile information about new accounts, enter account information into computers and file related forms or other documents
  • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit
  • Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
  • Process savings withdrawals
  • Cash checks: verify endorsement, receive proper identification, and ensure validity.
  • Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies
  • Cross-sell bank products and services
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
  • Refer customers to appropriate personnel to meet their financial needs
  • Count cash, coin and roll loose coins
  • Sell and issue cashier’s checks, Travelers Checks (single & multiple signer), process cash advances, and deluxe gift cards.
  • Accept loan payments: verify payment amount and issue receipts
  • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded
  • Ensure teller station is properly supplied
  • Balance drawer daily, including periodic batching of cashed checks
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vault
  • Investigate and correct errors upon customers’ request, according to customer and bank record
  • Execute wire transfers of funds
  • Duplicated records for distribution to branch offices

Position Qualifications

  • Accuracy – Ability to perform work accurately and thoroughly.
  • Active Listening – Ability to actively attend to, convey, and understand the comments and questions of others.
  • Communication, Oral – Ability to communicate effectively with others using the spoken word.
  • Detail Oriented – Ability to pay attention to the minute details of a project or task.
  • Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Organized – Possessing the trait of being organized or following a systematic method of performing a task.
  • Customer Oriented – Ability to take care of the customers’ needs while following company procedures.
  • Honesty / Integrity – Ability to be truthful and be seen as credible in the workplace.
  • Accountability – Ability to accept responsibility and account for his/her actions.
  • Decision Making – Ability to make critical decisions while following company procedures.

Education: High School Graduate or General Education Degree (GED)

Experience: One to two years related experience; previous cash handling experience required

Computer Skills: Basic Computer skills