Universal Banker I

Cb&S Bank - Lewisburg, TN

Full-time - Entry Level

Lewisburg, TN

Credit Intermediation and Related Activities

About the position

The Customer Ambassador position at the bank is designed to provide quality and efficient service to customers who prefer face-to-face interactions. This role primarily functions as a teller while also handling responsibilities related to new accounts. The ambassador will process routine transactions, promote bank products, and ensure customer needs are met effectively.

Responsibilities

• Provide quality customer service through courteous and accurate handling of transactions.
• Perform specialized tasks such as preparing cashier's checks, cash advances, and ATM balancing.
• Identify customers, validate and cash checks, accept cash and checks for deposit, and check accuracy of deposit slips.
• Accurately balance assigned cash drawer.
• May serve as Vault Teller or Vault Teller Backup.
• May be responsible for operating and balancing a Teller Cash Recycler (TCR).
• Ensure compliance with all internal controls and policies and procedures.
• Answer inquiries regarding checking and savings accounts and other bank-related products; attempt to resolve issues and problems with customer's accounts.
• Develop knowledge of bank products through independent study of Product Knowledge Manual and general banking knowledge through Professional Development or CFT courses.
• Complete all required monthly and quarterly training.
• Accurately process and/or report garnishments, tax levies, subpoenas, counterfeit currency reports, mail deposits, and night deposit logs.
• Provide a complete range of customer services, including opening new accounts and explaining available products and services.
• Receive deposits and ensure that all accounts are properly processed.
• Establish retirement accounts and make arrangements for direct deposits.
• Complete arrangements and documents for special services such as exchanges of foreign currency.
• Carry out the financial institution's client retention strategies.
• Proactively prospect for new business.
• May serve as Publicity Coordinator and/or Digital Champion.
• Actively refer loans, outside lines of business, and other bank services to appropriate specialists.
• Open and close the office by following established security procedures.
• Represent the financial institution in community affairs and civic organizations.
• Perform any other duties assigned by the supervisor.

Requirements

• High school graduate or equivalent.
• One year of teller experience or relevant work experience including clerical, administrative, cash handling, or customer service experience required.
• Ability to interact with customers in a professional and friendly manner.