Community First Bank of Indiana logo

Community First Bank of Indiana

New Accounts Rep/Teller

Retail – Westfield, Indiana
Department Retail
Employment Type Full-Time
Minimum Experience Experienced

Looking to join one of the Best Places to Work in Indiana? CFB has career growth possibilities, a culture that fosters a positive work environment, and focuses on community banking.

Community First Bank of Indiana is an established central Indiana Community Bank seeking a New Accounts Representative/Teller to provide exceptional customer service including efficient and accurate transaction processing.

Location: Westfield, IN - Training will be in Kokomo, IN

Essential Functions for a Financial Service Rep/New Accounts Rep:

  • Provide detailed product and services including Cashier’s Checks, Personal Money Orders to new and existing clients.
  • Open depository accounts for new and existing clients.
  • Recommend products and services to new and existing clients as appropriate.
  • Prepare new account documentation for sales officers as directed by supervisor.
  • Process check orders for new and existing clients.
  • Process address changes, bankcard orders, and account supersede requests.
  • Answer and respond to telephone inquiries and requests.
  • Close depository accounts as necessary.
  • Assist supervisor in branch cross-training as assigned.
  • Special projects and all other duties as trained and assigned.
  • Accept retail and/or commercial deposits, loan payments, process checking and savings account withdrawals.
  • Cash checks and process credit card cash advances.
  • Maintain an adequate cash drawer at all times; this includes buying and selling currency from the vault as necessary.
  • Balance cash drawer in accordance with Bank procedures and regulations including periodic batching of cashed checks.
  • Assist in ordering, receiving, verifying, and distributing cash.
  • Answer customer inquiries and refer customers to the proper service area for issues that cannot be resolved at the teller line.
  • Assist customers in accessing safety deposit boxes.
  • May be responsible for bank opening and/or closing.
  • Maintains the highest level of confidentiality with all information obtained.
  • Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers and co-workers.
  • Perform as a team member in allocating and coordinating the work flow.

Qualifications:

Working Skills:

  • Must be fully trained and functional in opening new accounts and related maintenance.
  • Demonstrate detailed knowledge of bank products and services, cross-selling ability, ability to interview, and high level of attention to detail.
  • Thorough understanding and knowledge of all new accounts functions and related documentation to include identity and entity verification.

Language Skills:

  • Must possess the ability to read and comprehend simple instructions, short correspondence and memos. Exhibit the ability to write simple correspondence.

Mathematical Skills:

  • Must possess the ability to apply mathematical concepts, add, subtract, multiply and divide.
  • Demonstrate the capacity for completing tasks requiring a high level of attention to detail and able to meet balancing standards.

Interpersonal Skills:

  • Possess strong verbal and interpersonal skills to effectively communicate with and take direction from supervisors as well as interact with co-workers.
  • Demonstrate a high degree of customer service and sales skills to include the use of tact and diplomacy in daily interaction with internal and external customers.

Computer Skills:

  • Working knowledge of personal computers and bank operating systems to include new account and informational support programs

Education & Experience:

  • 2 years Banking experience with demonstrated capacity for sales and cross-selling required
  • Minimum of 1yr New Accounts experience
  • High school diploma or GED equivalent preferred.

Benefits/Perks:

  • Medical/Vision/Dental Insurance
  • Wellness Programs and incentives -no cost to employee
  • STD/LTD Insurance -no cost to employee
  • Life Insurance - no cost to employee
  • Tuition Reimbursement
  • Generous 401(k) matching
  • Generous Paid Time Off benefits
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  • Location
    Westfield, Indiana
  • Department
    Retail
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced
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