Teller/Personal Banker I
Citizens Alliance Bank, Montevideo, MN, United States
Position Summary
Assist in coordinating professional and knowledgeable assistance to all customers. 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, new accounts, inquiries, and problematic accounts in accordance with the Bank’s policies and procedures.
This position must be flexible in dealing with the needs of customers, team members, and departments. The Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank’s products, services, and overall brand.
Level is based on years of service, education, experience, knowledge level, and skill set.
Essential Functions
Processes transactions through a teller platform, verifying incoming cash, accurately dispersing cash, and accepting various deposits and payments.
Assists with end‑day processing and check imaging work, checking for accuracy before submission.
Provides account information, answers customer inquiries and requests, and completes telephone transfers in compliance with Citizens Alliance Bank’s policies and procedures.
Opens all types of new deposit accounts, resolves problems, and shows customers how to access and manage their products and services to maximize their relationship with Citizens Alliance Bank.
Uses effective selling techniques while promoting and selling additional products and services to generate product interest and customer action.
Conducts all customer contact to complete required documentation in compliance with bank policy and banking regulations.
Services all retail and business deposit accounts while promoting and selling additional products and services.
Displays knowledge and proficiency in the bank’s products and services to act as a liaison between customers and the bank, building long‑term customer relationships.
Proactively makes personal contacts and/or telephone calls to existing customers, maintaining contact to cultivate relationships.
Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
Answers phones and/or completes telephone requests, collaborating with Operations Help Desk to resolve complex account inquiries as they arise.
Verifies account balances, provides account information to customers, and prints copies of items and/or statements from customer accounts.
Maintains knowledge and understanding of Internal Service Standards and procedures for the department and related departments.
Can read, interpret, and apply appropriate policies, procedures, or operating manuals.
Maintains confidentiality regarding sensitive customer and proprietary information.
Can remain in a standing or stationary position 50% of the time.
Can occasionally lift 30 pounds.
All employees are expected to exemplify and follow core values.
Ensures regular attendance and punctuality when reporting to work.
Travels for trade and industry schools and seminars as needed.
May require installation of a Multi‑Factor Authentication (MFA) app on an employee’s personal mobile device.
Adheres to all applicable federal and state laws, regulations, and guidance, including those related to BSA/AML and the Bank’s policies and procedures.
Performs 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:
This simply put, is nothing more than attitude. It’s a can‑do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort:
We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning‑It:
Owning‑It or accountability is a big word that can encompass many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience
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.
The employer has the right to revise this position description at any time. The 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, or any other protected classes.
#J-18808-Ljbffr
This position must be flexible in dealing with the needs of customers, team members, and departments. The Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank’s products, services, and overall brand.
Level is based on years of service, education, experience, knowledge level, and skill set.
Essential Functions
Processes transactions through a teller platform, verifying incoming cash, accurately dispersing cash, and accepting various deposits and payments.
Assists with end‑day processing and check imaging work, checking for accuracy before submission.
Provides account information, answers customer inquiries and requests, and completes telephone transfers in compliance with Citizens Alliance Bank’s policies and procedures.
Opens all types of new deposit accounts, resolves problems, and shows customers how to access and manage their products and services to maximize their relationship with Citizens Alliance Bank.
Uses effective selling techniques while promoting and selling additional products and services to generate product interest and customer action.
Conducts all customer contact to complete required documentation in compliance with bank policy and banking regulations.
Services all retail and business deposit accounts while promoting and selling additional products and services.
Displays knowledge and proficiency in the bank’s products and services to act as a liaison between customers and the bank, building long‑term customer relationships.
Proactively makes personal contacts and/or telephone calls to existing customers, maintaining contact to cultivate relationships.
Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
Answers phones and/or completes telephone requests, collaborating with Operations Help Desk to resolve complex account inquiries as they arise.
Verifies account balances, provides account information to customers, and prints copies of items and/or statements from customer accounts.
Maintains knowledge and understanding of Internal Service Standards and procedures for the department and related departments.
Can read, interpret, and apply appropriate policies, procedures, or operating manuals.
Maintains confidentiality regarding sensitive customer and proprietary information.
Can remain in a standing or stationary position 50% of the time.
Can occasionally lift 30 pounds.
All employees are expected to exemplify and follow core values.
Ensures regular attendance and punctuality when reporting to work.
Travels for trade and industry schools and seminars as needed.
May require installation of a Multi‑Factor Authentication (MFA) app on an employee’s personal mobile device.
Adheres to all applicable federal and state laws, regulations, and guidance, including those related to BSA/AML and the Bank’s policies and procedures.
Performs 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:
This simply put, is nothing more than attitude. It’s a can‑do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort:
We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning‑It:
Owning‑It or accountability is a big word that can encompass many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience
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.
The employer has the right to revise this position description at any time. The 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, or any other protected classes.
#J-18808-Ljbffr