Citizens Alliance
Position Summary : This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, handle daily transactions and questions in accordance with bank policies and procedures. The Teller/Personal Banker will handle all functions of personal banking, open new accounts, and resolve problem accounts in accordance with the bank’s policies and procedures. This role requires flexibility in serving customers, team members, and multiple departments while promoting the bank’s products, services, and overall brand.
Essential Functions
Process transactions on the teller platform, including verifying cash, disbursing cash, and accepting various deposits and payments.
Assist with end‑of‑day processing and check imaging, ensuring accuracy before submission.
Provide account information, answer customer inquiries, and complete telephone transfers in compliance with Citizens Alliance Bank policies and procedures.
Open new deposit accounts, resolve problems, and guide customers on accessing and managing their products and services.
Use effective selling techniques while promoting and selling additional products and services, actively pursuing potential customers.
Complete all required documentation for customer contact in compliance with bank policies and regulations.
Service all retail and business deposit accounts while promoting and selling additional products and services.
Display knowledge of the bank’s products and services to build long‑term customer relationships.
Proactively reach out to existing customers via personal contact or telephone to cultivate relationships.
Maintain knowledge of financial needs and available products and services.
Answer phones and resolve complex account inquiries with Operations Help Desk support.
Verify account balances, provide account information, and print statements or copies of items from customer accounts.
Maintain understanding of internal service standards and departmental procedures.
Read, interpret, and apply relevant policies, procedures, or operating manuals.
Maintain confidentiality of sensitive customer and proprietary information.
Be able to remain in a standing position 50% of the time and occasionally lift 30 pounds.
Exemplify the bank’s core values, maintain regular attendance and punctuality, and travel for trade and industry schools and seminars as needed.
Install and use a multi‑factor authentication (MFA) app on a personal mobile device for security purposes.
Adhere to applicable federal and state laws, regulations, and guidance, including BSA/AML, and comply with the bank’s policies and procedures.
Perform other duties as assigned and requested.
Core Values Humility We are “blue‑collar bankers.” We are relatable, down‑to‑earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others We care about each other, our customers, and our communities.
Finds A Way A can‑do spirit, a desire to help, contribute, and go above and beyond to make a difference.
Effort We expect a high standard from ourselves and hold ourselves to it daily.
Owning‑It Ownership: when an employee says they will do something, they follow through and get it done.
Experience and Education Required
– High School diploma or GED.
Required
– Continuing education to maintain job knowledge.
Preferred
– One to three years of banking experience.
Preferred
– One to three years of administrative or customer service experience.
Preferred
– Proficiency in Microsoft Office Suite.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
The employer has the right to revise this position description at any time. This position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status, and all other protected classes.
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Essential Functions
Process transactions on the teller platform, including verifying cash, disbursing cash, and accepting various deposits and payments.
Assist with end‑of‑day processing and check imaging, ensuring accuracy before submission.
Provide account information, answer customer inquiries, and complete telephone transfers in compliance with Citizens Alliance Bank policies and procedures.
Open new deposit accounts, resolve problems, and guide customers on accessing and managing their products and services.
Use effective selling techniques while promoting and selling additional products and services, actively pursuing potential customers.
Complete all required documentation for customer contact in compliance with bank policies and regulations.
Service all retail and business deposit accounts while promoting and selling additional products and services.
Display knowledge of the bank’s products and services to build long‑term customer relationships.
Proactively reach out to existing customers via personal contact or telephone to cultivate relationships.
Maintain knowledge of financial needs and available products and services.
Answer phones and resolve complex account inquiries with Operations Help Desk support.
Verify account balances, provide account information, and print statements or copies of items from customer accounts.
Maintain understanding of internal service standards and departmental procedures.
Read, interpret, and apply relevant policies, procedures, or operating manuals.
Maintain confidentiality of sensitive customer and proprietary information.
Be able to remain in a standing position 50% of the time and occasionally lift 30 pounds.
Exemplify the bank’s core values, maintain regular attendance and punctuality, and travel for trade and industry schools and seminars as needed.
Install and use a multi‑factor authentication (MFA) app on a personal mobile device for security purposes.
Adhere to applicable federal and state laws, regulations, and guidance, including BSA/AML, and comply with the bank’s policies and procedures.
Perform other duties as assigned and requested.
Core Values Humility We are “blue‑collar bankers.” We are relatable, down‑to‑earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others We care about each other, our customers, and our communities.
Finds A Way A can‑do spirit, a desire to help, contribute, and go above and beyond to make a difference.
Effort We expect a high standard from ourselves and hold ourselves to it daily.
Owning‑It Ownership: when an employee says they will do something, they follow through and get it done.
Experience and Education Required
– High School diploma or GED.
Required
– Continuing education to maintain job knowledge.
Preferred
– One to three years of banking experience.
Preferred
– One to three years of administrative or customer service experience.
Preferred
– Proficiency in Microsoft Office Suite.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
The employer has the right to revise this position description at any time. This position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status, and all other protected classes.
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