Teller Personal Banker I
Nichols College, Dudley, MA, United States
Expires on May 10, 2026
Full‑Time Job: Accounting, Data Analytics, Economics & Finance
Essential Functions
Process transactions through a teller platform, verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
Assist with end‑of‑day processing and check imaging work, checking for accuracy prior to submitting.
Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank’s policies and procedures.
Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their relationship.
Use effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursue potential customers and recognize quality potential customers through interviewing.
Conduct all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
Service all retail and business deposit accounts while promoting and selling additional products and services.
Display knowledge and proficiency in the bank’s products and services to act as a liaison between customers and the bank to build long‑term customer relationships.
Proactively make personal contacts and/or telephone calls to existing customers and maintain contact with existing customers to cultivate customer relationships.
Maintain knowledge of and understand the financial needs of customers and other products and services available through the bank.
Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
Maintain knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
Read, interpret, and apply appropriate policies, procedures, or operating manuals.
Maintain complete confidentiality regarding sensitive customer and proprietary information.
Remain standing or stationary 50% of the time.
Occasionally lift 30 pounds.
Exemplify and follow core values.
Maintain regular attendance and punctuality when reporting to work.
Travel for trade and industry schools and seminars as needed.
Possibly install a Multi‑Factor Authentication (MFA) app on an employee’s personal mobile device to authenticate user identity.
Adhere to and comply with all applicable federal and state laws, regulations, and guidance, including BSA/AML, and the bank’s policies and procedures.
Perform other duties as assigned and requested.
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.
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 and all other protected classes.
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Full‑Time Job: Accounting, Data Analytics, Economics & Finance
Essential Functions
Process transactions through a teller platform, verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
Assist with end‑of‑day processing and check imaging work, checking for accuracy prior to submitting.
Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank’s policies and procedures.
Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their relationship.
Use effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursue potential customers and recognize quality potential customers through interviewing.
Conduct all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
Service all retail and business deposit accounts while promoting and selling additional products and services.
Display knowledge and proficiency in the bank’s products and services to act as a liaison between customers and the bank to build long‑term customer relationships.
Proactively make personal contacts and/or telephone calls to existing customers and maintain contact with existing customers to cultivate customer relationships.
Maintain knowledge of and understand the financial needs of customers and other products and services available through the bank.
Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
Maintain knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
Read, interpret, and apply appropriate policies, procedures, or operating manuals.
Maintain complete confidentiality regarding sensitive customer and proprietary information.
Remain standing or stationary 50% of the time.
Occasionally lift 30 pounds.
Exemplify and follow core values.
Maintain regular attendance and punctuality when reporting to work.
Travel for trade and industry schools and seminars as needed.
Possibly install a Multi‑Factor Authentication (MFA) app on an employee’s personal mobile device to authenticate user identity.
Adhere to and comply with all applicable federal and state laws, regulations, and guidance, including BSA/AML, and the bank’s policies and procedures.
Perform other duties as assigned and requested.
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.
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 and all other protected classes.
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