Client Servicing Teller

Job Description

Job Description

Client Servicing Teller

Title: Client Servicing Teller

Department: Consumer

Reports to: Office Manager

Positions Supervised: Non-exempt

Position Summary: Perform all assigned client service and operational functions as shown on the teller training checklist. Provide competent and courteous service to current and prospective clients. Adhere to BEST.

Primary Accountabilities and Responsibilities: (95%)

Accountability 1: (60%) Clients Service

• Greet clients by name in a friendly, courteous and professional manner.
• Maintain confidentiality of customer and bank information
• Understand Personal and Business Deposit bank products and services to readily answer basic account questions to assist bank customers.
• Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel for deposit accounts, loans, investments, insurance and cash management services.
• Assist clients with digital and e Banking products including telebanking, online banking and mobile banking products
• Process wires
• Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service
• Solve client complaints to the client's satisfaction within BankIowa's guidelines
• Process client's transaction requests accurately in compliance with established Best Practices
• Utilize telephone etiquette techniques to professionally handle clients calls
• Complete all specific client care duties as detailed on the CST training checklist
• Respond to customer fraud issues following card procedures and ID Theft procedures
• May be scheduled at another branch within the market as staffing needs warrant.

Accountability 2: (35%)

• Complete all Operational Duties as listed on the CST training checklist
• Contribute to maintaining the professional appearance of bank premises and work areas
• Follow bank policies and procedures for compliance relative to the functions of the position. Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, regulations and bank policy
• Comprehend and comply with all pertinent Bank Secrecy/OFAC/CIP policies and procedures. Complete annual training. Maintain awareness of customer expected and unexpected transaction habits. Report all anomalies to Bank Secrecy Act Officer

Secondary Duties and Responsibilities: (5%)

• Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned
• Participate in client functions and community service events as a bank representative

Education, Experience, and Other Requirements:

• High School diploma
• Must be bondable

Physical Environment:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Performance of the job will include physical duties commensurate with a general office environment.
• The employee must occasionally lift and/or move up to ten pounds.

This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability. This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.