Financial Service Representative (Teller)

Citadel - Parkesburg, PA

Full-time - Entry Level

Parkesburg, PA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Financial Service Representative (Teller) at Citadel plays a crucial role in delivering exceptional customer service while managing daily banking transactions. This position focuses on building strong relationships with customers, promoting various financial products, and ensuring accurate and timely service. Representatives are expected to embody Citadel's service principles and contribute to the overall success of the retail branch by meeting performance goals and enhancing customer experiences.

Responsibilities

• Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Meet or exceed team performance goals, such as customer service, sales, and production.
• Accurately perform customers' financial transactions, including cash handling and counting.
• Be knowledgeable of all financial services offered by Citadel.
• Educate and provide customers with product and/or service information.
• Recognize and initiate sales opportunities to increase and maintain long-term Citadel relationships.
• Retain profitable households through effective sales and customer service skills.
• Maintain awareness of competitors' services.
• Exhibit strong teamwork capabilities while working in an office environment.
• Communicate clearly and effectively in a variety of settings, both verbal and written.
• Comply with Citadel's operation and security procedures.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain awareness of scams and risk threats that could create a loss for Citadel or its members.
• Maintain confidentiality of members' financial information in a secure manner.
• Ability to work Saturday hours.
• Perform other duties as assigned.

Requirements

• 1 year of customer service and cash handling experience.
• 6 months+ sales experience.
• 2+ years of customer service, cash handling, and sales experience preferred.
• Previous banking experience preferred.
• Demonstrate professionalism through dress and demeanor.
• Ability to navigate multiple software applications.
• Ability to achieve sales goals through outstanding service.
• Ability to adapt quickly to change and handle multiple tasks throughout the day.
• Ability to handle pressure and not easily get overwhelmed.
• Desire to provide superior customer service and get to know members.
• Ability to handle basic and intermediate computer skills.
• Excellent communication and problem-solving skills.

Nice-to-haves

• Experience in a retail banking environment.
• Familiarity with financial products and services.

Benefits

• Health insurance coverage.
• Paid time off.
• 401k retirement plan.
• Employee discounts on financial services.