Head Teller

Pinnacle Bank • Birmingham, AL

1d

About The Position

Primary Roles and Responsibility: 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.

Requirements

• Minimum Education: High school diploma, GED, or equivalent
• Six months’ consecutive customer service experience in financial services, retail sales, or a goal- oriented environment preferred
• Qualified applicants must have good customer relation skills and excellent communication skills
• Applicants must have strong computer skills and a working knowledge of Microsoft products
• Ability to lift a minimum of 20 lbs
• Ability to bend at knees to put cash drawer away
• Ability to stand 98% of the time to perform teller duties
• Ability to use keyboard, monitor, telephone, and other standard office equipment
• Ability to communicate via phone, email, and written documents
• Ability to decipher data contained in documents, reports, spreadsheets, etc., presented both on paper and electronically

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED