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Banking Finance

First Option is on the lookout for someone to join our team. You need to enjoy working with people and have excellent customer service skills. Enthusiasm and a friendly smile are also a plus! If this sounds like you visit our website ( to see what we have to offer.


Position Summary

Provides prompt, efficient, and friendly services to customers and to recognize customers’ needs with suggestions appropriate to the Bank’s services.    Expected to deliver customer service as outlined in our “customer pledge” and “customer service standards”, and adhere to our “code of conduct”.    Requires a sound knowledge of established procedures, methods, and practices.  Follows the established policies and procedures for this area.



  • Greets and directs customers in person and on the phone.
  • Explains various services/products available and assists customers in selecting these services/products which best meet their needs.
  • Maintains confidentiality of customer accounts.
  • Routinely check internal bank email and other bank communications, responding to communications in a time frame appropriate to the communication received.
  • Clean and maintain work area with necessary supplies


  • Accepts and processes transactions for deposit and loan accounts. 
  • Process money orders, cashier’s checks and other bank services. 
  • Complete change orders.
  • Redeems U.S. Savings Bonds. 
  • Processes credit card cash advances.
  • Ensure accuracy of work by reviewing work for possible errors or encoding necessary prior to scanning.
  • Perform service requirements to the ATM
  • Processes night deposit, drop off and mail-in deposits.
  • Responds to customers’ inquiries, by phone or in person, as appropriate. 
  • Balance and maintains proper cash level in drawers, keeps cash secure, and maintains a high level of safety and security for the bank. 
  • Provide cleaning and maintenance to teller equipment such as coin counter, scanner, etc. on a regular basis.

Skill Requirements

Must be able to perform all over-the-counter customer services.  Must exercise accuracy, alertness, good judgment, courtesy, tact, patience and professionalism. Must, at all times, maintain confidentiality of the Bank’s records and customer transactions, as well as a high degree of personal integrity.

Physical Demands

While performing the duties of this job, the employee is required to communicate verbally and effectively with others, sit, stand, walk, and use hands to finger and handle keyboard, telephone, paper, files, and other equipment and objects.  The employee is required to reach with hands and arms.  The employee must occasionally lift and/or move up to 30 pounds. This position requires the ability to review detailed documents and read computer screens.  This position requires the ability to stand for long periods of time.

Work Environment

The work environment requires appropriate interaction with others.  The noise level in the work environment is usually moderate.

The hours for this position will vary Monday-Friday between the hours of 7:30 am and 6:00 pm and will include Saturdays from 8 am to 12 pm.  

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