Customer Service Representative (Teller) in Lodi, CA at Nelson

Date Posted: 2/19/2021

Job Snapshot

Job Description

Job Number: 2155306

Customer Service Representative - Teller in a Retail Bank

Under general supervision, provides basic to more complex banking transactions. Willingly and actively assists customers accurately and according to established policies and procedures, including cross-sell and referral of Bank products. Obtains assistance for complex, infrequently encountered transactions.

Length of Assignment - 3 months

Schedule: M-Th from 11am to 3pm and Friday a full 8 hours.

Job Responsibilities:

  • Accepts, verifies, and processes basic to more complex client transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, payments, transfers, etc.
  • Processes transactions submitted through other channels, including night-drop, bank-by-mail, ATM, etc.
  • Assists customers with check orders; balancing their accounts; safe deposit openings, closing, and transactional use.
  • Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities.
  • Contributes to a cooperative and positive working atmosphere. Is flexible, responsive, and assists co-workers in the attainment of the Bank's objectives with a focus on the needs of the customer.
  • Provides administrative assistance to the office.
  • Performs other duties as assigned.

    Job Requirements:

  • Knowledge of the Bank's Retail products and services. Basic knowledge of Bank's products.
  • Excellent ability to handle cash, including accurate counting. Ability to balance accounts, including accurate record-keeping.
  • Excellent attention to detail
  • Ability to handle and defuse situations involving frustrated customers through problem resolution and determine resources to resolve issues/concerns.
  • Ability to work as a team member to ensure good coverage and customer service.
  • Customer Service, cash handling, retail and/or restaurant experience preferred but not required
  • Education - High School Degree


About Nelson:

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