Sales and Service Associate I (Teller I)

BANK OF BARTLETT•Bartlett, TN

3d•Onsite

About The Position

The Sales and Service Associate I assists customers with financial transactions, including paying and receiving cash and processing negotiable instruments. The associate provides friendly, professional, and accurate service to customers and employees; balances the cash drawer and daily transactions; and cross-sells bank products and services while working within applicable banking regulations and procedures. The role welcomes customers, provides routine information about bank services, and directs customers to appropriate departments for specialized assistance. It processes withdrawals, deposits, loan payments, monetary instruments, and customer-directed transfers; posts transactions and maintains customer records; reconciles cash discrepancies; and follows financial, security, confidentiality, and regulatory requirements. The associate is also expected to meet sales goals, with particular emphasis on consumer lending, complete assigned training on time, and maintain appropriate attendance and punctuality. Other related duties may be assigned. The position involves occasional movement around the office to access files and equipment, frequent operation of a computer and office productivity machinery, and the ability to lift up to 50 pounds. The work environment is described as a friendly, compatible team atmosphere.

Requirements

Twelve months of banking or related experience.
High school education or equivalent.
Computer skills.
Attention to detail when working with numbers, names, products, and services.
Ability to communicate courteously with customers or vendors and provide assistance and information.
Ability to occasionally move around the office to access file cabinets and office machinery.
Ability to constantly operate a computer and office productivity machinery, such as a calculator, copy machine, and computer printer.
Ability to lift up to 50 pounds.

Responsibilities

Provide friendly, professional, and accurate sales, service, and support to customers and employees.
Receive and process customer withdrawals, deposits, loan payments, and other financial transactions.
Sell monetary instruments and transfer amounts between customer accounts as directed.
Welcome customers, provide routine information about services, and direct them to the appropriate department for specific assistance.
Cross-sell bank products and services and meet sales goals, with special emphasis on consumer lending and branch goals.
Post transactions to customer accounts and maintain customer records in accordance with applicable regulatory guidelines.
Maintain and balance the cash drawer and reconcile discrepancies.
Follow bank financial and security regulations, policies, and procedures to prevent losses.
Maintain the confidentiality of information in accordance with banking procedures.
Complete assigned training within the allotted time and maintain appropriate attendance and punctuality.
Perform other related duties as assigned.