Teller / New Accounts Representative

Citizens Community Bank

This job posting is no longer active.

Ammon, ID, United States


About the Role

  • Know the features & benefits for all checking accounts, savings accounts, Elite & FLEX Money Market accounts & CD’s
  • Know each Retail Product & Service offered at CCB, including limitations & fees
  • Obtain & verify applicable documentation to be able to establish a new CIF complying with CIP requirements
  • Accurately open any account with complete documentation:
  • Know how to use and set up Net Teller, Bill Pay & e-statement to be able to assist a customer
  • Be able to explain all new account disclosures associated with each retail product
  • Process a new check order for both Personal & Business accounts
  • Send Thank You cards within the required timeframes
  • Complete the follow up phone calls with the required timeframes, using the 2-2-2 guidelines
  • Actively participate in the “Tell-a-Friend” program
  • Actively participate with the Branch HPC Displays and Big Days
  • Actively refers products & services to the appropriate department
  • Build account relationships by effectively cross selling & referring additional products & services to the appropriate department
  • HPC Inventory is maintained weekly and RMS reporting is submitted within required timeframe to the HPC Coordinator
  • Follow up with Temporary Signature Cards within the 30 day required period
  • Close all account types
  • Know the Reg CC New Account Exception Hold and be able to explain this to the customer
  • Make the determination when a check is deposited into a new checking account if it will require a Reg CC Hold and instruct the CSR processing the deposit to place the hold
  • Be able to assist the customer with appropriate forms
  • Complete the necessary CIF maintenance when account relationships change
  • Accurately revise & print a new signature card after applicable changes have been made
  • Obtain images of existing signature cards from the Vertex program
  • Assist customer with Account Balancing
  • Process all transactions on a Certificate of Deposit
  • Assist with Daily Reports printed from Report Retrieval
  • Set up and maintain an adequate supply of new account packets and lists of new account numbers
  • Monthly Compliance is completed on time with 90% or better
  • Side Duties assigned are completed timely & accurately
  • Back-Up Teller when needed.
  • Other duties as assigned.

About You




  • Shown above.


WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.


PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS: Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays.


COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.


Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $11 billion, operating in numerous community bank divisions across 7 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado and Arizona). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.


No Recruiters or unsolicited agency referrals please.


Job Info

Citizens Community Bank logo

Posted Date: Sep 22, 2020
External ID: 3808
Customer Service/Support