Client Service Representative I (Tellers) - Catoctin

2 weeks ago(1/4/2018 1:20 PM)
Job ID
# of Openings
Customer Service/Support
Access National Bank

Position Summary

Under general supervision, but following established policies and procedures performs a broad-range of teller service functions. Including processing transactions, selling bank products and services. Responds to questions and/or provides information upon request from customers (internal and external). Processes requests/transactions, as appropriate. Assist customers and potential customers in understanding and utilizing bank products and services. Accurately and efficiently manages a cash drawer daily.

Essential Functions

• Represents the bank to customers, non-customers and guests in person and by telephone in a courteous, professional manner.

• Provides accurate information to customers regarding bank services, products, policies and procedures.

• Provides general teller services and cross-sells bank products and services to customers.

• Greets clients, calls them by name, and thanks them for their business.

• Has overall knowledge and general understanding of bank services in order to provide information and assistance to members.

• Tells customers about services offered by the bank; cross-sells services and makes referrals to other departments.

• Is knowledgeable about bank policies and procedures related to the teller area. Is responsible for complying with these policies and procedures.

• Is knowledgeable of ANBs’ security procedures and able to perform duties in the event of a robbery.

• Is responsible for assigned cash drawer. Maintains and balances cash supply within limits set by the bank and follows related security procedures.

• Receives, verifies, and receipts deposits, loan payments, and other miscellaneous receipts.

• Cashes checks and accepts checks for deposit.

• Log and process night drop deposits prior to branch opening.

• Fax deposit confirmations to account holders.

• Ensure security log is completed daily.

• Daily Balancing of branch cash and bank deposits and scanning of teller work

• Balance cash to Statement of Condition daily.

• Exercises good judgment in dealing with customers and in performing job duties such as making recommendations to supervisor when presenting a transaction for approval.

• Is responsible for accuracy in all phases of work.

• Takes the initiative to strengthen job knowledge and to suggest ways to improve branch and services to customers.

• Answers telephone and directs calls to appropriate staff and/or responds to customer directly.

• Demonstrate ANC’s core values: Innovation , Integrity , Efficiency , Tailored Service and Opportunity .

• Performs other job related and administrative duties, as assigned.


• High school diploma or equivalent (GED).

• Minimum two (2) years' experience in a customer service position in a financial institution.

• Previous telephone sales experience.

• Previous teller or customer service experience required.

• Excellent math ability and attention to detail.

• PC proficient including Microsoft Office & the Internet.

• Extensive telephone work involved.

• Excellent interpersonal, analytical and problem-solving skills.

• Ability to learn and sell bank products and services.

• Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc.

• Must pass successful credit and background check.

• Some travel required.


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