Job Information
Cashmere Valley Bank Customer Service Representative Teller I, II, III, IV in Holden Village, Washington
Cashmere Valley Bank Customer Service Representative Teller I, II, III, IV Job Status: Full Time Reports To: Branch Retail Operations Officer Amount of Travel Required: Occasional Positions Supervised: None Benefits: medical, dental, vision, prescription, life, AD&D, long term & supplemental insurance, EAP, 401k match & profit sharing, accrue 8 hours of sick & vacation monthly, 11 annual paid holidays Location: Chelan, WA Department: Lake Chelan Branch FLSA Status: Non-Exempt Grade/Level: $19.00 - $25.73 Work Schedule: Available to work Monday through Friday from 8:00 am to 6:00 pm with overtime as necessary. POSITION SUMMARY Processes a variety of customer transactions and cross sells bank services to new and existing customers. Supports and contributes to Cashmere Valley Bank's goal of providing the highest, quality customer service. ESSENTIAL FUNCTIONS Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Essential Functions Statement(s) * Receive checks and cash for deposit, verify amounts, examine checks for proper endorsement and negotiability. Review checks for fraud and notify Supervisor if suspicious. Follow cash handling procedures to minimize customer impact and offages. * Cash checks and process withdrawals after verifying customer identity. Confirm written and numerical amounts agree, information is accurate and the check is endorsed properly. Obtain Supervisor approval if account has insufficient funds or check is suspicious. * Greet each customer and make eye contact, displaying good customer service and following security procedures included in SAFECATCH. Report any unusual activity to Supervisor immediately. * Accurately complete requests from customers including cashiers checks, money orders, check orders, account closures, address changes, wires, Directos, ACH, AFT, debit cards, stop payments, online banking, etc. * Personally utilize Bank products, such as online banking, mobile app, debit card, etc, to better assist customers. * Actively explain, promote and cross sell additional products and services a customer may need. Identify opportunities to refer customers to New Accounts, insurance agents, financial advisors, lenders or other departments as the situation warrants. * Process mail transactions and night deposit bags. Prepare and process change requests. Process side duties in a timely manner, such as CAR/LAR, held mail etc. Stock teller stations and customer podiums with forms and supplies. * Maintain currency levels in teller window within established teller limit. Balance cash drawer at least weekly and report any discrepancy to the Supervisor. * Answer phones timely and professionally, asking questions before referring a customer to another department to ensure they're being transferred appropriately. * May fill in at other branches needing coverage. * Adhere to all policies, procedures and regulatory compliance requirements for Cashmere Valley Bank. * Regular, in person attendance is essential. * Model and uphold the Mission Statement of Cashmere Valley Bank. * Other duties as assigned. Job descriptions and duties may be modified if deemed necessary by management. POSITION QUALIFICATIONS Competency Statement(s) * Accountability - Ability to accept responsibility and account for his/her actions. * Accuracy - Ability to perform work accurately and thoroughly. * Communication, Oral - Ability to communicate effectively with others usi