Teller I

Enterprise Bank & Trust•Santa Fe, NM

About The Position

The Teller I handles all phases of teller duties, including deposits, withdrawals, check cashing, and loan payments. The role is cross-trained to perform personal banking activities, offer a full range of banking products and services, and provide efficient, quality customer service. The Teller responds to client needs and inquiries, educates clients about banking technology, and identifies additional needs through proactive conversations and product recommendations. The position supports branch operations and teammates while following safe and sound banking practices and applicable laws and regulations.

Requirements

High school diploma or equivalent.
At least one year of banking experience.
Customer service experience.
Strong math and problem-solving skills.
Strong interpersonal and customer service skills, including the ability to cross-sell products and services.
Maintain confidentiality of client transactions and bank records.
Team-oriented, positive attitude, and ability to work well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment, including computer workstations, typewriters, calculators, and copiers.
Ability to prioritize, handle multiple tasks, and work independently.
Strong organizational skills and attention to detail, with a high degree of accuracy.
Thorough knowledge of bank operations, products, and services.
Knowledge of banking laws and regulations, including the Bank Secrecy Act.
Proficiency operating a personal computer, including Microsoft Word and Excel, Google Suite, IBS, and Salesforce.

Nice To Haves

Experience working in an environment with individual and team goals.

Responsibilities

Process checks for cash and deposit; verify cash and endorsements; and issue receipts.
Accept deposits, including bulk coin and currency, savings and checking deposits; issue cashier’s checks; and handle currency orders and shipments.
Maintain appropriate cash levels in drawers and keep cash secure.
Balance the cash drawer daily and handle over/short accounts in an approved manner.
Respond to clients’ needs and inquiries in a courteous and friendly manner.
Balance ATM, vault, coin, and cash general ledger accounts.
Perform minor account maintenance as trained and assigned, including address changes, debit card maintenance, and check ordering.
Refer customers to internal experts when additional financial goals or needs are recognized.
Educate clients on mobile and online banking, ATM, and ITM technology.
Assist branch and team members in achieving goals and sharing daily tasks.
Follow safe and sound banking practices and comply with applicable laws and regulations.
Assist with initial online banking enrollment and support clients through Q2 Assist.
Identify additional client needs and recommend products or services; explain product features, benefits, rates, service charges, restrictions, and related information.
Perform check backs.
Assist with opening and closing the branch according to corporate security procedures.
Perform other miscellaneous duties as assigned.