Customer Service Representative Teller I, II, III, IV

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 Banks 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
theyre 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