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Teller/CSR
Teller/CSRServisFirst Bank • Panama City, FL, United States
Teller / CSR

Teller / CSR

ServisFirst Bank • Panama City, FL, United States
30+ days ago
Job type
  • Full-time
Job description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Teller / Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.

The incumbent will :

  • Interview clients to obtain information and establish proper identification of new clients while determining needs
  • Assist clients in their selection of various accounts, products and financial services available from the Bank
  • Ensure cross-selling opportunities are presented by applying professional sales techniques
  • Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
  • Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
  • Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business
  • Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
  • Issue official checks
  • Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)
  • Receive and process stop payment and hold orders
  • Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
  • Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
  • Answer telephones and direct calls to proper Bank personnel
  • Process debit card applications, card ordering and file maintenance
  • Cross-train less experienced branch personnel
  • Prepare routine letters, reports and forms
  • Assist with Teller duties as needed
  • Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note : Reasonable accommodation may be made to enable otherwise qualified associates / applicants with disabilities to perform the essential functions of the job.

Note : Additional duties and responsibilities may be assigned

MINIMUM QUALIFICATIONS

  • High school diploma or equivalent
  • Six (6) months of customer service related Teller experience
  • Knowledge of basic accounting
  • Knowledge of and training on federal and state consumer compliance laws
  • Ability to analyze and interpret various financial data
  • Good organizational skills
  • Good written and verbal communication
  • Experience using Microsoft Outlook, Word and Excel
  • Good data entry / keyboarding and math skills
  • Excellent customer service skills
  • PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

    The physical requirements and environmental conditions of this position consist primarily of :

  • Sustained standing and sitting
  • Frequently typing using a keyboard and / or calculator
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise
  • EOE / AA

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    Teller/CSR • Panama City, FL, United States

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