Teller Part Time - San Francisco Branch - Firstbank Pr
About The Position
The Service Representative (Teller) processes customers’ daily banking transactions and provides personalized service while identifying customer needs and referring them to appropriate products and services. The role follows customer satisfaction standards, regulatory requirements, operational procedures, and the Bank’s applicable BSA, AML, and OFAC policies. The employee must report suspicious activity and transactions and complete mandatory compliance training. The position also supports branch sales and growth, helps customers use alternative banking channels, performs administrative duties, and may assist with special projects and assignments. The role is part-time and requires availability for holidays, weekends, and flexible schedules, as well as the ability to transfer to other branches within the geographical area.
Requirements
- Six months to one year of experience working in a sales or customer service environment.
- Basic mathematical skills.
- Excellent communication and written skills.
- Computer literacy with MS Office, the Internet, and banking tools.
- Ability to work holidays, weekends, and flexible schedules.
- Availability to transfer to other branches within the geographical area.
- Organized and detail-oriented, with the ability to multitask.
- Ability to evaluate, react, and perform tasks quickly and accurately.
Nice To Haves
- At least 24 credits toward an associate or bachelor’s degree, or coursework related to banking.
- Experience working with cash registers.
- Fully bilingual.
Responsibilities
- Process monetary transactions, including check cashing, money orders, savings and checking account withdrawals and deposits, cash advances, and loan, car, and mortgage payments.
- Enter debit and credit transactions through the bank teller system or manually during contingency situations.
- Apply security measures and identify and report irregularities and suspicious transactions in accordance with BSA and other requirements.
- Maintain cash balances in accordance with internal controls and refer transactions requiring authorization.
- Comply with applicable laws and regulations, including the Bank Secrecy Act, Truth in Lending, Truth in Savings, the US Patriot Act, and the Community Reinvestment Act.
- Perform end-of-day balancing and closing and send transactions to the Proof and Transit unit according to required timelines.
- Complete FINCEN 104 and CTR information forms for cash and other transactions as defined in BSA operational procedures.
- Follow operational activities and procedures within the role’s scope of responsibility.
- Contribute to branch growth by applying the Sales Culture and OSS Program, achieving goals, following work plans, and observing administrative procedures.
- Identify customer product and service needs and make appropriate referrals.
- Participate in internal and external sales activities.
- Perform greeter duties when needed.
- Prepare daily transaction documents, count and tally money, and file documents.
- Assist the branch and Retail & Business Banking with special projects and assignments.
- Educate and guide customers on alternative banking channels, such as the mobile app, online banking, and ATMs.
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What This Job Offers
Job Type
Part-time
Education Level
No Education Listed
