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Opportunity Bank of Montana

Customer Service Teller I

Opportunity Bank of Montana, Helena, Montana, us, 59604

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Customer Service Teller I

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Opportunity Bank of Montana

Essential Functions & Key Areas of Responsibility Performs duties under general supervision:

Serve customers in person, through the drive‑up window where applicable, and on the telephone in accordance with bank policies. All customers will be provided exceptional service.

Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service by maintaining awareness of and information concerning available bank products and services.

Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash with general oversight.

Exchange foreign currency, complete change orders, process mail and night drop with general oversight.

Respond to customer inquiries, resolve issues, recognize cross‑sales opportunities, educate customers on alternative channels to provide service, and elevate inquiries that cannot be answered to the appropriate responsible party.

Perform banking services for customers including processing transactions accurately and efficiently to build rapport, customer confidence, and trust.

Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank, and ensure dual control procedures are followed as required.

Manage risk in every transaction and detect fraudulent transactions to prevent losses. Report suspicious activity, follow CIP and BSA procedures. Prepare Currency Transaction Reports (CTR).

Complete all mandatory bank training. Participate in supplemental bank‑coordinated educational programs and training courses to increase job and industry knowledge as time permits.

Perform additional duties including but not limited to: ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer, etc.

Balance ATM Cash & ATM customer deposits.

Issue debit cards and troubleshoot basic debit card issues.

Perform routine business correspondence.

Perform other related duties as assigned.

Seniority level Entry level

Employment type Full-time

Job function Customer Service

Industries Consumer Services

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