Account Executive / Universal Teller
Pikes Peak National Bank
Job Description
Job Description
Key Responsibilities:
- Accurately process a variety of financial transactions, including deposits, withdrawals, loan payments, cashier's checks, check cashing, and other teller services.
- Balance cash drawer and maintain accurate records in accordance with bank policies and procedures.
- Deliver exceptional customer service by greeting customers, identifying their banking needs, and resolving routine account inquiries.
- Open and maintain consumer and business deposit accounts while ensuring all required documentation is completed accurately.
- Educate customers on bank products and services, making recommendations based on their financial needs.
- Cross-sell appropriate products and services to deepen customer relationships and support branch growth goals.
- Maintain compliance with all bank policies, federal regulations, and security procedures, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), Office of Foreign Assets Control (OFAC), and other applicable regulations.
- Identify and report suspicious or potentially fraudulent transactions to minimize risk and prevent losses.
- Perform account maintenance, debit card services, online banking assistance, and other customer service functions.
- Maintain confidentiality of customer information and safeguard sensitive financial data.
- Support branch operations by assisting coworkers and completing additional duties as assigned.
Skills:
- Excellent customer service and communication skills
- Cash handling accuracy and attention to detail
- Basic math and computer proficiency
- Strong organizational, time management, and multitasking abilities
- Sales and relationship-building skills
- Problem-solving and sound judgment
- Knowledge of banking products, services, and regulatory compliance
- Professionalism, integrity, and confidentiality
- Ability to work independently and as part of a team
- Adaptability and willingness to learn new systems and procedures
Requirements:
- High School Diploma or equivalent
- At least 1 year of cash handling experience OR previous experience in:
- Banking
- Personal Banking
- Retail Banking
- Financial Services
- Ability to accurately process financial transactions including:
- Deposits
- Withdrawals
- Check Cashing
- Loan Payments
- Basic computer proficiency
- Ability to operate banking equipment, such as:
- Cash Drawers
- Receipt Validators
- Money Counters
- Coin Machine
- Strong mathematical aptitude and attention to detail
- Excellent customer service and communication skills
- Strong time management and organizational skills
- Sales aptitude with ability to identify customer needs and recommend banking products and services
- Ability to comply with bank policies, procedures and regulatory requirements
- Ability to identify and prevent fraudulent transactions while managing risk
- Ability to learn and perform new account opening and account maintenance duties
- Ability to commute to Colorado Springs, CO
- Ability to work full-time in person
Vacancy posted 6 days ago
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