Senior Teller - Downtown Ocala

Seacoast Bank•Ocala, FL
•Onsite

About The Position

This role is responsible for building relationships with customers, understanding their financial goals, and matching them with Seacoast Bank products and services. The Senior Teller will also handle operational functions such as processing transactions, ensuring compliance with banking regulations, and balancing their cash drawer. They will be expected to proactively resolve customer concerns, maintain operational procedures, and oversee day-to-day branch operations including vault and ATM responsibilities. The position requires adherence to Seacoast Bank's Code of Conduct and all safety and security procedures.

Requirements

  • High School diploma or equivalent required.
  • Minimum of 12 months cash handling experience required.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
  • Adhere to the highest legal and ethical standards applicable to our industry.
  • Be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
  • On time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

  • Minimum of 12 months previous experience in retail sales and/or financial services experience preferred.
  • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.

Responsibilities

  • Prepare for various customer interactions and build rapport.
  • Utilize open and closed-ended questions to understand customer financial goals.
  • Match customer needs to Seacoast Bank products and services.
  • Confidently explain Seacoast Bank products and services to customers.
  • Create and enhance relationships based on customer needs.
  • Ask for referrals from new and existing customers.
  • Exhibit good listening skills and speak clearly and persuasively.
  • Respond promptly to customer needs and requests for service.
  • Seek out appropriate people for complex financial matters.
  • Balance business needs with customer requests while managing potential risk.
  • Embrace new technology and remain up to date on industry changes.
  • Foster an open environment that encourages idea generation and innovation.
  • Participate in community, charitable or civic events.
  • Exhibit strong work ethics and teamwork, collaborating with other associates.
  • Display proficient knowledge of consumer deposit and lending products and processes.
  • Exhibit proficiency in outbound calling process.
  • Demonstrate proficiency in identifying referral opportunities with internal business partners.
  • Participate in presentations regarding banking products/services through networking events.
  • Display proficiency in customer-facing technology and enroll customers in self-service products/processes.
  • Develop an introductory knowledge of small business deposit products and processes.
  • Process checks, cash, and the sale of negotiable instrument transactions.
  • Ensure branch adherence to AML/BSA requirements, audit procedures, operational procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
  • Assist in remediating audit/scorecard/QC deficiencies.
  • Proactively help resolve customer concerns in a timely, professional, and positive manner.
  • Escalate issues to the next level of authority as needed.
  • Balance cash drawer daily and monitor own work for accuracy.
  • Follow instructions and respond to management direction to resolve customer objections.
  • Solve problems in a timely and positive manner to retain customer relationships.
  • Adhere to Seacoast Bank’s Code of Conduct.
  • Follow all safety and security procedures.
  • Oversee day-to-day operations of the branch (including vault and ATM responsibilities).
  • Maintain and update documents for all audit and compliance requirements.
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