CB&S Bank
  • Murfreesboro
  • Murfreesboro, TN, USA
  • Depends on experience
  • Hourly
  • Full Time


Performs roles of Lending Assistant, Customer Service Representative, and Teller as needed.  Meets with and assists potential customers and handles the details to establish new accounts, prepare loan documents, debits and other paperwork necessary to complete customer account files.


  • Provides a complete range of customer services at the financial institution, including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts.
  • Receives deposits and ensures that all accounts are properly processed.
  • Establishes retirement accounts, and makes arrangements for direct deposits.
  • Completes arrangements and documents for special services such as exchanges of foreign currency.
  • Carries out the financial institution's client retention strategies.
  • Proactively prospects for new business.
  • Actively refers loans, outside lines of business, and other bank services to appropriate financial institution specialists.
  • Opens and closes office by following established security procedures.
  • Represents the financial institution in community affairs and civic organizations.
  • Perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks.
  • Identify customers, validate and cash checks, accept cash and checks for deposit, and check accuracy of deposit slips.
  • Accurately balance assigned cash drawer.
  • Ensure compliance with all internal controls and policies and procedures
  • Answer inquiries regarding checking and savings accounts and other bank related products; attempt to resolve issues and problems with customer's accounts
  • Develops knowledge of bank products through independent study of Product Knowledge Manual and general banking knowledge through Professional Development or CFT courses. 
  • Completes all required monthly and quarterly training.
  • Accurately process and/or report the following as outlined in established branch procedures:
    • Garnishments, tax levies, subpoenas, etc.
    • Counterfeit Currency Report.
    • Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
    • Night deposit logs.
    • Balancing and reporting of the negotiable instrument log.
  • Provides administrative assistance to the loan officer and staff, including updating loan data into the financial institution's computers, and assembling of documentation for customer loans.
  • Ensures that loan files contain documents with proper signature, dates and other relevant data.
  • Assembles and verifies accuracy of loan documentation.
  • Checks documents for proper vesting, legal descriptions, closing dates and signatures.
  • Performs variety of clerical duties requiring knowledge of departmental procedures. Uses office computers for data input and other activities, and orders credit reports.
  • Answers telephone inquiries and written inquiries concerning loan processing and information.
  • Performs any other duties assigned by the supervisor.
CB&S Bank
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