Call Center/ Teller/ CSR
- Assist customers with account inquiries, resetting passwords and providing instructions for customers using business online banking, including ACH, Remote Deposit Capture, Positive Pay, Business Mobile Remote Deposit, Online Wires and Sweeps.
- Answer customer telephone calls and accept communications through all electronic media (i.e. email and internet portals).
- Complete bank transactions and other financial transactions while providing excellent service to all customers.
- Maintain elevated knowledge of CBT’s products and services in order to identify and capitalize on opportunities to promote new banking services to customers.
- Assist customers with opening new accounts including checking, Savings, IRA’s and CD’s.
- Proficiently balance and maintain accurate balancing record of assigned cash drawer.
- Open and close safety deposit boxes. Maintain reports as needed.
- Initiate wire transfers and order ATM/Debit cards.
- Prepare and distribute a variety of CD related reports including CD Source Funds Verification, New and Redeemed reports.
- Process savings & MMA Excess letters.
- Prepare and distribute new account Report with Exhibits A&B verification and checklist.
- Verify and maintain a variety reports for the CFO.
- Prepare and distribute Quarterly (Mar, Jun, Sep, and Dec) cashier’s check log reports.
- Maintain work REW and Stone Castle Log
- Assist ATM fraud department and ATM backup as needed.
- Maintain a work area which ensures the safety and confidentiality of all customer records and transactions.
- Understand and comply with Bank Secrecy Act and Anti-Money Laundering Policies and Procedures.
- Confidently embody Community Bank and Trust – West Georgia’s Mission, Vision and Values.
- Represent Community Bank and Trust – West Georgia in the community and at community events.
- Perform all other duties as assigned.
- Ability to communicate effectively in writing and verbally.
- Ability to work independently and as part of a team.
- Ability to obtain and maintain Notary Public credentials and licensure.
- Ability to learn and operate bank's systems, typewriter, calculator/adding machine, check encoder and other standard equipment.
- Proficiency in using Microsoft Office Suite and banking software programs and platforms.
- High School diploma or equivalent preferred.
- One year of work experience in banking is preferred.
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