Perform a variety of customer service activities for new and existing customers as a paying and receiving teller, to contribute to the efficient and effective operations of the Branch while providing the best in customer service and upholding Bank customer service values. Provide products and services education, assistance, research, support, and problem resolution in a timely manner to customers and team members. Provide high quality customer service, while contributing to Branch and BOTC goals and objectives. Model BOTC Sales-Service-Soundness values in support of retaining and attracting profitable customer relationships.
Note: Peak Time Tellers will perform the same duties but will work less than 20 hours per week.
Essential Functions & Responsibilities:
Perform a variety of customer service activities for new and existing customers as a paying and receiving teller.
Identify opportunities to offer products and services to customers that will benefit the customer and support our goal to expand and retain customer relationships.
Process a variety of basic customer account transactions and provide prompt, courteous and friendly service.
Sell travelers checks, personal money orders, and cashiers checks.
Provide credit card cash advance services.
Provide wire transfer and telephone transfer services.
Process mail transactions and night deposit bags and envelopes, and ATM deposits.
Meet Company Customer Service Teller Balancing Guidelines by maintaining a minimum of 85% monthly balancing average.
Meet Balancing Guidelines for no more than 4 proof errors or total losses between $25.01-$100.00 per month.
Complete Basic Teller Series within the first 90 days.
Complete Intermediate Teller series within first 6-months
Refer customers to Trusted Advisors and other departments as appropriate for additional Bank products and services.
Process travelers checks and credit card advances.
Input and follow through with the maintenance of all types of deposit accounts and safe deposit boxes.
May fulfill vault teller duties on an exception basis, including paying large checks, completing change orders, ordering and shipping currency and coin, distributing cash to tellers, determing branch cash needs and assisting other tellers in balancing or verifying cash.
Provide Branch communication support, including responding to incoming telephone calls, email, and voice mail; greeting and directing customers to appropriate team members.
Provide support and assistance, complete other related duties as assigned, in support of the daily functions and special projects of the branch. Note: Peak Time Tellers will perform the same duties but will work less than 20 hours per week.
Experience and Skill Requirements:
One year banking experience preferred.
Proven ability to promote and sell Bank products and services and develop customer relationships with excellent customer service skills.
Basic mathematical aptitude and understanding of common bookkeeping concepts.
Must be competent in the use of personal computer systems, internet applications and electronic mail, and various windows based software applications to include, but not limited to, banking application, word processing and spread sheet software.
Honor Bank of the Cascades expectations including core values, customer service and dress code.
Must demonstrate acceptable personal financial responsibility to be bondable.
Education / Certification Requirements:
High School Diploma or equivalent
Requires hand-eye coordination, manual dexterity and the ability to distinguish letters or symbols.
Physical ability to perform the essential functions of the job as listed.
Able to regularly stand or sit for prolonged periods of time.
Able to verbally communicate effectively with others.
May be required to push, pull, lift or move items weighing up to 50 pounds.
Extensive use of the telephone and internet communications.
Bank of the Cascades - 16 months ago