Job Description

Job Description

Job Description

The Teller provides quality customer service by determining the financial service needs of each customer; matching the appropriate Bank product or service; and then delivering the product or service in a manner that satisfies the customer while still ensuring regulatory compliance. A Teller will continuously work to improve efficiency in the delivery of Bank products and services to ensure outstanding customer satisfaction. A Teller’s responsibilities include a variety of retail operational functions related to the following areas:

• Operational Efficiency & Accuracy
• Bank Policies and Procedures
• Skill Development
• Communication

Key Duties and Responsibilities

1. Operational Efficiency & Accuracy: Performs all required duties encompassing the teller line operation which include, but are not limited to the following:
   • Cash checks and pay out money; receive checks and cash for deposit;
   • Receive mortgage, loan, or other bill payments;
   • Count currency, coins, and checks received;
   • Prepare and verify official bank checks and money orders;
   • Process transactions; night deposits, and mail deposits;
   • Understand, explain and promote Bank products or services;
   • Evaluate needs of customers and determine what products and services will serve their needs;
   • Obtain and process required customer information in order to open accounts according to Bank policies and procedures;
   • Meet production goals as set by management;
   • Complete, sort and file documentation;
   • Quote deposit product rates;
   • Balance currency, coin, and checks in cash drawers in line with policy guidelines;
   • Identify transaction mistakes when debits and credits do not balance and enlist help as needed to resolve more difficult errors;
   • Handle customer concerns and achieve professional resolution of issues; and
   • Assist with open and close procedures.
2. Bank Policy and Procedures: Works to maintain prescribed security controls to protect the office against criminal and fraudulent operations and unnecessary risk or exposure. Maintains a position of trust and responsibility by keeping all customer information and business matters confidential and secured. Complies with the Bank Secrecy Act and all rules and regulations of the federal and state regulatory agencies. Ensures that policies and standard operating procedures are consistently and uniformly followed. Conforms to company’s Code of Ethics per employee handbook.
3. Skill Development: Continuously increases knowledge and proficiency through self-motivation, formal education, seminars and in-house training. Accepts all opportunities for additional training on products, services, policies and procedures. Works to ensure that Bank policy is understood and followed.
4. Communication: Possesses good command of written and verbal communication skills in person, in writing, by telephone or through e-mail. Handles customer problems with professionalism. Speaks clearly and persuasively in positive or negative situations and acts as a professional representative of the Bank when assisting customers. Works to resolve issues within the workplace; and requests assistance as needed in order to reach individual goals.

 

1. Performs other duties as assigned.

Job Specifications

• Education: Minimum high school graduate.

• Certification: None is required.
• Experience: Some work experience in the customer service field and cash handling experience, preferred but not required.
• Knowledge and Skills:
  • Ability to count money and make basic calculations to balance transactions required.
  • Aptitude for PC/keyboard/typing functions; knowledge of NuPoint program (our online teller system) is a plus. Experience with Microsoft Office products desired, but not required.
  • Excellent interpersonal skills and problem-solving skills.
  • Excellent communication skills, both written and verbal.

• Personal Traits: The qualified candidate is a person who exhibits the following:
  • Professional image to customers and co-workers.
  • Maintain a cooperative work attitude.
  • Ability to interact well with peers and management.
  • Unquestioned integrity and confidentiality.
  • Strong attention to detail with good organizational skills.
  • Ability to work comfortably in a fast-paced environment.

• Other Position Requirements:

This position requires Strict Confidentiality of all financial data and customer information, including but not limited to account information, personal data and requests for information.

 

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Job Tags

Work experience placement, Work at office, Night shift,

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