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Phase2 Technology

Teller/New Accounts Representative

Phase2 Technology, Pueblo, Colorado, United States, 81004

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About The Role Are you a customer service and sales extraordinaire? Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience.

The primary responsibilities of a Teller/New Account Representative are to process customer transactions accurately and effectively, open various types of accounts including personal and business accounts, maintain existing accounts, and deliver exceptional customer service. A New Account Representative must be an expert in the products and services offered by Bank of the San Juans and plays a key part in promoting the bank’s Core Values and building lasting, reliable customer relationships. In addition to ensuring compliance with all banking regulations, policies, and procedures, the role promotes the company’s core values of honesty, integrity, service to the customer, teamwork, respect for the individual, and giving to the communities we serve.

The salary range for this position is $17.50‑$19.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

If you want to achieve your dreams and help others in achieving theirs, come and join our team.

Bank happy. Work happy. Right here.

DUTIES AND RESPONSIBILITIES Essential Functions

Teller Functions:

Accurately perform a variety of teller transactions; including but not limited to cashing checks, processing withdrawals and deposits, issuing cashier checks, and changing orders.

Know and maintain cash drawer limits.

Verify customer identification.

Have a strong understanding of bank products and services and be able to accurately present them to customers.

Promote high‑performance growth and all that it entails.

Assist customers with non‑transactional needs/requests and answer incoming calls.

Balance teller drawer, cash vault, coin machine and Teller Cash Recycler (TCR).

Open and/or close the branch daily as scheduled.

New Account Functions:

Provide a wide range of customer services related to account management, including opening, closing, and maintaining various business and personal account types such as checking, savings, money market, IRA, health savings accounts, certificates of deposit, and safe deposit boxes.

Clearly and thoroughly review all New Account Disclosures with customers to ensure understanding.

Prepare new or updated account documents, obtain authorizing signatures, and scan completed documents in allotted timeframe.

Perform Customer Information File (CIF) and account maintenance.

Respond confidently to inquiries about FDIC insurance coverage and advise customers on ways to maximize their insured limits.

Maintain a strong understanding of the bank’s products and services and confidently present them to customers. Leverage every customer interaction as an opportunity to recommend additional products or services that align with their needs and provide added value.

Have a basic understanding of e‑banking, cash management, and merchant services.

Have a basic understanding of loan products offered and the services that support those products.

Complete Position Development Plans (PDP) milestones as required for advancement.

Compliance and Risk Management

Demonstrate and understand the importance of clean desk policy, customer confidentiality, and locking workstations.

Know when dual control is necessary and demonstrate dual control appropriately from start to finish.

Read account and customer alert messages every time and understand the importance of doing so.

Be vigilant and watch for fraud that could adversely affect the bank and bank customers.

Ongoing Responsibilities and Adherence to Compliance

Adhere to Bank of the San Juans company core values.

Adhere to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.

Complete required compliance and security training assigned by GBCI and BSJ within designated timeframes. Take responsibility for fully understanding training content and request clarification as needed.

Adhere to bank security policy and report security risks to management.

Keep management informed of area activities and significant problems.

Support the bank’s mission by participating in community service and bank‑sponsored activities while representing the bank professionally.

Demonstrate a positive, can‑do attitude, flexibility, and adaptability to meet both bank and customer needs.

Maintain regular, reliable, and timely attendance and participate in required meetings.

Provide exceptional internal and external customer service to individuals from diverse backgrounds.

Perform additional duties as requested or assigned.

About You Qualifications

A high school education or GED.

Up to six months of similar or related experience in cash handling and customer service.

Knowledge, Skills and Abilities

Ability to understand and follow written and oral instructions.

Strong customer service skills required.

Detail oriented.

Work well in a team environment.

Verbal and written communication skills.

Cash handling skills.

Work Environment Must be able to routinely perform work indoors in a climate‑controlled shared work area with moderate noise and within reasonable limits.

Work: Light work. The employee is constantly required to stand and walk, exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.

Physical Demands 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.

While performing the duties of this job, the employee is often required to sit, use hands in repetitive motions, and talk or hear. Occasionally required to stand, walk, lift or reach with hands and arms, and may travel occasionally by automobile, commercial airline, rental vehicle, and public transportation.

Must be able to operate routine office equipment, perform computer work for an average of 6‑8 hours per day, work extended hours or travel off site when required, and be capable of climbing/descending stairs in an emergency.

Specific lifting abilities: up to 25 pounds occasionally, up to 10 pounds frequently, and/or a negligible amount of force constantly to move objects.

Specific vision abilities: close visual acuity for tasks such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, extensive reading, and visual inspection involving small parts or machines.

What We Offer COMPENSATION & BENEFITS Starting salary is dependent upon relevant experience and may vary based on geographic location. We offer an extensive benefits package that includes medical, dental, vision, and life insurance; coverage for employees and eligible dependents. Eligibility for a health savings account option, Employee Assistance Program (EAP), health rewards program, retirement savings plan (401(k) and profit‑sharing), short‑ and long‑term disability benefits, education and training benefits, and discounts on banking products and services.

We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for part‑time employees, up to a maximum accrual of 240 hours per year for certain full‑time employees. Full‑time employees are offered 6 paid holidays; part‑time employees receive pro‑rated paid holidays. Employees in Utah and Nevada may be eligible for pay for certain state‑recognized holidays.

Equal Opportunity Statement We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No recruiters or unsolicited agency referrals please.

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