Customer Service Representative

Customer Service Representative (Teller)

Summit National Bank is hiring a Customer Service Representative (Teller) in our Ekalaka, MT branch! This position can be full time or part time, DOE.

Reports To: Operations Manager

Location: Ekalaka MT

Supervises: None

Overview: Responsible for providing exceptional customer service at all times to all customers, internal and external.

Primary Duties and Responsibilities:

• Promote bank products and service to customers and potential customers and answer inquiries regarding all bank products and services.
• Responsible for opening and closing duties at the branch.
• Resolve issues and problems with customer accounts.
• Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, community members and co-workers.
• Open and close accounts including checking, savings, money market, IRA, Certificate of Deposit and Safe Deposit Box accounts.
• Maintain absolute confidentiality of all information at all times.
• Identify referral opportunities and make relevant referrals.
• Ensure compliance with all internal controls and established policies and procedures.
• Balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
• Cash checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
• Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branches or correspondent banks.
• Identify transaction mistakes when debits and credits do not balance.
• Assist customers with all transactions including ordering checks, processing loan payments, foreign deposits, selling and reloading reloadable cards, withdrawals, deposits and ordering debit cards.
• Prepare and verify bank money orders.
• Process transactions such as term deposits, retirement savings plan contributions, change orders, currency orders, coin counting, automated teller transactions, night deposits, and mail deposits.
• Troubleshoot system issues as needed.
• Other duties as assigned.

Physical Demands:

• Standing for long periods of time.
• Ability to sit, talk, read, write, use a keyboard and operate office and teller equipment.
• Ability to lift up to 25 lbs.

Knowledge, Skills and Abilities:

• Excellent Customer Service Skills
• Mathematical Skills
• Service Orientation
• Active Learning Skills
• Reading Comprehension
• Time Management
• Critical Thinking
• Strong Communication Skills

Education and Experience:

• High School Diploma or GED Required
• Previous Teller or Customer Service preferred
• Experience Preferred - will train the right candidate.
• General Work Experience a plus

This position will require travel to other branches in the region for coverage. Travel will require operation of company vehicle so applicant must possess a valid driver's license.