Job Description

Customer Service Tellers (CST) are responsible for performing teller functions under general supervision, by processing transactions efficiently and accurately while providing the customer with an exceptional customer experience. A CST builds confidence, trust, and loyalty through courtesy and professionalism by addressing the customer by name and identifying the customer's needs. Core Competencies Demonstrated ability:


To maintain confidentiality

To provide excellent customer service

To handle stress and meet deadlines/goals

To work independently and as a team member

To perform basic math functions

In attention to detail and accuracy

In computer use including Microsoft Office Suite

In oral communication and interpersonal skills

In judgment and decision-making

In analytical and problem-solving skills


In time management Physical Requirements Ability to: stand for extended periods of time use telephone frequently extensive use of computer screen normal or correctable to normal vision and hearing reach, stand and walk on frequent basis lift and carry up to 20 pounds on occasional basis kneel, crouch and climb on occasional basis (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions) Environmental Demands Exposed to potential hazard of robbery - position receives detailed instructions to minimize risk



Education and Experience Requirements High school diploma or equivalent Education and Experience



Preferences Cash-handling experience 6 months customer service experience Licensing/Certification Requirements Other Requirements FLSA Status



Eligible for overtime pay Exempt from overtime compensation Supervisory Responsibilities Classification Level Wage Band A Work Hours



Typical schedule may be varied and flexible Monday- Friday between 7:30 a.m. - 6:30 p.m. with flexible hours as needed during peak times, vacations, and sick leave.



Some job positions regularly work Saturday shifts and supervisor will advise if applicable to this job position.



Employee may also be required to work extended hours on an occasional basis in order to fulfill job duties and responsibilities as outlined in Essential Functions & Key Areas of Responsibility.



Last revision date: 6/10/15 Page 1 Opportunity Bank is an EEO Employer Essential Functions & Key Areas of Responsibility Performs duties under general supervision:


Serve customers in person, through the drive-up window where applicable, and on the telephone in accordance with bank policies.


All customers will be provided exceptional service. o Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service by maintaining awareness of and information concerning available bank products and services. o Perform security and maintenance of proper cash requirements in teller drawers, adhere to authority limits, and balance teller drawer/cash with general oversight. o Exchange foreign currency, complete change orders, process mail and night drop with general oversight. o Respond to customer inquiries, resolve issues, and recognize cross sales opportunities. Educate customers on alternative channels to provide service. Elevate inquiries that cannot be answered to appropriate responsible party. o Perform banking services for customers including processing transactions accurately and efficiently to build rapport, customer confidence, and trust. o Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the bank. Ensure dual control procedures are followed as required. o Manage risk in every transaction and detect fraudulent transactions to prevent losses. Report suspicious activity, follow CIP and BSA procedures. Prepare Currency Transaction Reports (CTR). o Complete all mandatory bank training. Participate in supplemental bank-coordinated educational programs and training courses to increase job and industry knowledge as time permits



. o Perform additional duties including but not limited to; Ordering checks, address changes, working daily reports, closing accounts, safe deposit box procedures, providing statements and copies as requested by customer etc.


Balance ATM Cash & ATM customer deposits.

Issue debit cards and troubleshoot basic debit card issues.

Perform routine business correspondence.

Perform other related duties as assigned.



Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation, or any other legally protected status.


Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.