Client Teller Associate

Unity Bank•Augusta, WI

7d•$17 - $21•Onsite

About The Position

The Client Teller Associate delivers an exceptional client experience by accurately, promptly, and professionally handling clients’ financial transactions at Unity Bank locations. The role uses a friendly, positive approach and close attention to detail while providing in-person service and answering incoming branch calls. The associate responds to client requests and inquiries, understands the bank’s products and services to provide customized solutions or direct clients to the appropriate department, and processes transactions in line with established timeframes and standards. The role also requires balancing and managing cash and coin, entering data into banking software, scanning proof work and other documents, and complying with regulatory requirements, industry standards, internal policies, and procedures. The associate participates in training and may assist with branch audits and control reviews. The work environment is described as collaborative, trust-based, transparent, supportive, and comfortable, with possible travel across the bank’s footprint to work with customers, community members, and the Unity team. The position may involve prolonged periods of sitting and/or standing at a desk and working on a computer.

Requirements

High school diploma or equivalent preferred.
One or more years of experience in customer service, cash handling, or retail preferred.
Experience with banking software, Outlook, and Microsoft Office products preferred.
Familiarity with bank regulatory and compliance standards preferred.
Comply with applicable financial regulatory requirements and participate in compliance training.

Nice To Haves

High school diploma or equivalent.
One or more years of customer service, cash handling, or retail experience.
Experience with banking software, Outlook, and Microsoft Office products.
Familiarity with bank regulatory and compliance standards.

Responsibilities

Deliver consistent, professional, and courteous client experiences aligned with Unity Bank service standards.
Provide in-person service and answer incoming branch phone calls; handle client requests and inquiries promptly and professionally.
Understand the bank’s products and services to provide customized solutions and answer questions or direct clients to the appropriate department.
Accurately process financial transactions within set timeframes, including disbursing cash, processing loan payments, scanning proof work and other documents, and entering data into banking software.
Balance and manage cash and coin in compliance with banking industry standards.
Follow banking regulatory requirements, industry standards, internal policies, and procedures.
Assist with branch audits and branch control reviews to support regulatory and procedural compliance.
Participate in ongoing training to enhance product knowledge and customer service skills and maintain understanding of company policies and processes.
Collaborate with cross-functional teams, including product development, marketing, and operations, to coordinate customer operations and improve the customer experience.
Participate in community engagement.