Performs assigned duties related to the handling of customer transactions according to established bank procedures. Discusses and cross-sells bank products and services.
Primary Duties and Responsibilities:
Receives and processes bank transactions verifying required information within appropriate authority level.
Maintains a cash drawer within bank policies, balances cash drawer daily, and locates and/or corrects errors. Balances coin machine, coin vault, ATM and may handle mini vault. Adheres to security, audit, and compliance requirements.
Provides general bank services to customers within established procedures including official checks, money orders, traveler’s checks, certified checks, safe deposit box access, etc. May accept utility and loan payments.
Handles routine customer inquiries regarding teller line transactions and basic new account transactions. Refers unusual requests, complex customer inquiries, and account research to appropriate branch personnel.
Responsible for learning and providing accurate information regarding bank products and services.
Responsible for maintaining current knowledge of bank policy and procedures, within the scope of their job, to ensure compliance.
Follows up on opportunities and inquiries from customers to further encourage a complete financial relationship.
Counsels customers regarding the products and services available. Identifies and cross-sells those services and products which best serve the customer’s needs.
Actively participates in referral programs to achieve branch goals as well as individual sales and customer service goals.
May act as a mentor to new tellers.
All other reasonable duties as assigned.
Additional Duties and Responsibilities for Senior Teller:
Handles more complex transactions and responsibilities including, but not limited to: serving as the responsible party when opening and/or closing the branch, ordering currency from Federal Reserve, and assisting with monthly audits.
May assume some of the administrative functions of the Teller Supervisor including cash management reports and scheduling for the Teller Staff during their absence.
Assists in the monthly branch audits as needed.
Acts as a mentor to new tellers.
Qualifications for Teller:
Basic computer skills. Trained in Microsoft Office Suite is preferred;
Strong verbal and written communication skills is required;
Strong customer service skills is required;
Minimum of 1 year experience in customer service and/or related area is preferred;
Working knowledge of bank products and services is preferred; and
High school diploma or equivalent is preferred.
Additional Qualifications for Senior Teller:
Intermediate computer skills is required;
Minimum of 1-2 years teller and/or related cash handling experience with demonstrated progression in level of responsibility is preferred;
Ability to meet and/or exceed set deposit product referral goals is required; and
Practical knowledge and application of coin machine, coin vault, mini vault, and ATM balancing procedures is required.
Requirements for performing Primary Duties and Responsibilities:
On the job the employee may physically be required to bend, sit, stand, walk, push/pull, use finger movements, handle objects (manual dexterity), and/or carry/lift loads up to 25. On the job the employee must mentally be able to read/comprehend, write, perform calculations, communicate orally, reason, and analyze. On the job the employee may be around moving machinery and work in confined quarters.