Opportunity Bank of Montana · 2 months ago
Customer Service Teller I
Bozeman, MT 59715, USA
Full-time
Onsite
New Grad, Entry LevelOpportunity Bank of Montana is seeking a Customer Service Teller I to serve customers in person and over the phone while providing exceptional service. The role involves establishing relationships with customers, processing transactions, and adhering to banking policies and procedures.
AgricultureBankingFinanceFinancial Services
Responsibilities
Serve customers in person, through the drive-up window where applicable, and on the telephone in accordance with bank policies
Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service by maintaining awareness of and information concerning available bank products and services
Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash with general oversight
Exchange foreign currency, complete change orders, process mail and night drop with general oversight
Respond to customer inquiries, resolve issues, and recognize cross sales opportunities
Educate customers on alternative channels to provide service
Elevate inquiries that cannot be answered to appropriate responsible party
Perform banking services for customers including processing transactions accurately and efficiently to build rapport, customer confidence, and trust
Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank
Ensure dual control procedures are followed as required
Manage risk in every transaction and detect fraudulent transactions to prevent losses
Report suspicious activity, follow CIP and BSA procedures
Prepare Currency Transaction Reports (CTR)
Complete all mandatory bank training
Participate in supplemental bank-coordinated educational programs and training courses to increase job and industry knowledge as time permits
Perform additional duties including but not limited to; Ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer etc
Balance ATM Cash & ATM customer deposits
Issue debit cards and troubleshoot basic debit card issues
Perform routine business correspondence
Perform other related duties as assigned
Qualification
Required
Serve customers in person, through the drive-up window where applicable, and on the telephone in accordance with bank policies
Provide exceptional service to all customers
Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals
Maintain awareness of and information concerning available bank products and services
Perform security and maintenance of proper cash requirements in teller drawers
Adhere to authority limits and balance teller drawer/cash with general oversight
Exchange foreign currency, complete change orders, process mail and night drop with general oversight
Respond to customer inquiries, resolve issues, and recognize cross sales opportunities
Educate customers on alternative channels to provide service
Elevate inquiries that cannot be answered to appropriate responsible party
Perform banking services for customers including processing transactions accurately and efficiently
Build rapport, customer confidence, and trust
Adhere to all operational and security policies and procedures
Enforce compliance and privacy policies maintained by the bank
Ensure dual control procedures are followed as required
Manage risk in every transaction and detect fraudulent transactions to prevent losses
Report suspicious activity, follow CIP and BSA procedures
Prepare Currency Transaction Reports (CTR)
Complete all mandatory bank training
Participate in supplemental bank-coordinated educational programs and training courses to increase job and industry knowledge
Perform additional duties including but not limited to; Ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer
Balance ATM Cash & ATM customer deposits
Issue debit cards and troubleshoot basic debit card issues
Perform routine business correspondence
Perform other related duties as assigned
Company
Opportunity Bank of Montana
Opportunity Bank of Montana is a community bank providing mortgage, agriculture, and digital banking services.
Founded in 1922
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$25M2020-06-10Debt Financing· $15M
2015-06-19Debt Financing· $10M
Leadership Team
Peter Johnson
Director
Recent News
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