Head Teller

Pinnacle Bank•Birmingham, AL

1d•Onsite

About The Position

The Head Teller serves customers by completing account transactions, providing account services, and answering inquiries. This role involves cross-selling bank products, reconciling cash drawers and transactions, and maintaining cash supplies. The Head Teller is also responsible for ATM and Vault tasks, managing service calls for branch equipment, and acting as a backup to the branch manager. Key responsibilities include generating business, deepening customer relationships, evaluating financial needs, managing the account opening process, servicing existing accounts, and identifying customer needs to support deposit and relationship growth. The role also involves resolving client complaints, ensuring compliance with regulations, inputting loan information, managing customer contact during the loan process, and maintaining knowledge of electronic banking products. The Head Teller ensures the branch balances all transactions daily, assists tellers with balancing issues, and conducts surprise audits.

Requirements

High school diploma, GED, or equivalent.
Six months’ consecutive customer service experience in financial services, retail sales, or a goal-oriented environment preferred.
Good customer relation skills.
Excellent communication skills.
Strong computer skills.
Working knowledge of Microsoft products.

Nice To Haves

Six months’ consecutive customer service experience in financial services, retail sales, or a goal-oriented environment.

Responsibilities

Serves customers by completing account transactions.
Provides account services to customers by receiving deposits and loan payments, cashing checks.
Answers questions in person or on the telephone and refers customers to other bank services as necessary.
Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.
Reconciles cash drawer by proving cash transactions, counting and packaging currency and coins.
Reconciles loan coupons and other transactions.
Maintains supply of cash and currency and turns in excess cash and mutilated currency to vault.
Complies with bank operations and security procedures by participating in all dual-control functions.
Maintains customer confidence and protects bank operations by keeping information confidential.
Responsible for ATM Task.
Responsible for Vault Task.
Manages and Coordinates service calls on Branch equipment.
Back-up to the branch manager which includes: Responsible for generating business and deepening customer relationships.
Evaluate customers’ financial needs in order to provide banking solutions, including referring them to the appropriate bank personnel as needed.
Responsible for all aspects of the account opening process.
Responsible for the maintenance and servicing of existing accounts.
Identify the needs of new and existing customers and offer appropriate services to assist the Bank in deposit growth, business relationship growth, and consumer relationship growth.
Answer questions and customer concerns regarding checking and savings accounts.
Resolves client complaints and error resolution in a timely manner.
Exhibits excellent time management skills.
Compliance with regulations and Bank Security Program requirements.
Input consumer and mortgage loan information into loan system for processing purposes.
Adhering to the Company’s policies and supporting Management decisions and goals in a positive, professional manner.
Collect financial and other pertinent data for submission to underwriting and loan processing departments.
Inform prospective borrowers of loan commitment, proposal or denial.
Manage customer contact during application, signing, and funding with borrower.
Maintain working knowledge of both personal and business electronic banking products, including internet/mobile services, cash management and electronic payment solutions.
Ensure the Branch balances all transactions at close of each business day.
Assist tellers and others resolve balancing problems and authorize over/short adjustments.
Conduct surprise audits as necessary to verify the accuracy of teller balances.