Client Services Specialist III-IV (Senior Teller)
Reno, NV
Full Time
Experienced
Plumas Bank seeks a full-time Client Services Specialist III-IV (Senior Teller) to work in our Reno, NV branch. Successful candidate will possess excellent communication, interpersonal, and problem-solving skills. Four years prior teller/banking and or cash handling experience required. Excellent customer service and phone skills, dependability, and good computer skills with knowledge of Excel, Word and Outlook required. Must be able to work in a team environment and establish and maintain customer relationships.
Under direct supervision, this position requires a helpful, "people-focused" individual that is very careful with adherence to well defined work where repeatable results are needed. The work is highly precise in nature and requires a strong attention to detail which calls for working at a steady, even pace. It is vital for the work output to be high quality with correct results time and time again; checking and double-checking is often necessary. Individuals performing the job must be patient and conscientious. Interacting with clients requires a professional, formal manner where the focus is on completing the task pleasantly and correctly. An individual must possess the ability to discuss with the client the various products and services Plumas Bank has to offer.
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Plumas Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Under direct supervision, this position requires a helpful, "people-focused" individual that is very careful with adherence to well defined work where repeatable results are needed. The work is highly precise in nature and requires a strong attention to detail which calls for working at a steady, even pace. It is vital for the work output to be high quality with correct results time and time again; checking and double-checking is often necessary. Individuals performing the job must be patient and conscientious. Interacting with clients requires a professional, formal manner where the focus is on completing the task pleasantly and correctly. An individual must possess the ability to discuss with the client the various products and services Plumas Bank has to offer.
ESSENTIAL DUTIES
- Utilize Banking Regulations with Plumas Bank Policy and Procedures to complete all transactions with good judgement and accuracy including but not limited to Currency Transaction Report (CTR), Monetary Transaction Report (MTR), Office of Foreign Asset Control (OFAC), Suspicious Activity Report (SAR), Know Your Client (KYC), etc.
- Maintain and apply sufficient knowledge of banking regulatory compliance and complete with passing scores within the online compliance training according to established schedule.
- Process Deposits, Withdrawals, Payments, Check Cashing, Exchange Negotiable Instruments and all other related transactions following Plumas Banks Policy & Procedure within the assigned Employee Limits.
- Balance and manage individual cash drawer limits following Plumas Banks Policy & Procedures within the assigned Employee Limits.
- Assist clients with Safe Deposit Access and Closures.
- Help in Balancing, Adding Cash and troubleshooting the Branch ATM.
- Develop a thorough understanding of each Plumas Bank product and service offered.
- Cultivate client retention by conducting assigned touch calls to promote client care, discuss strategies and cross-sell products helpful to the clients’ needs. Use product knowledge to educate clients on issues such as fraud, cam alerts, account fees and any changes that may impact clients.
- Utilize the knowledge of Plumas Banks products and services to recognize if the current product or service is the best fit for the client and be able to refer clients to the appropriate staff members if necessary, or help clients with questions and concerns regarding ATM cards, ATM transactions, Check Book Balancing, Stop Payments, Account Fees, Foreign Currency.
- Work efficiently and respectfully with all departments within the organization
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
- High school diploma or general education degree (GED); 5 or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a cash handling and/or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
- Strong experience, knowledge and training in branch operation activities, terminology and products and services.
- Strong knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
- Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Plumas Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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