Teller I

Southside Bank•Lufkin, TX
•Onsite

About The Position

The Teller I creates memorable customer experiences by providing consistent, value-added service and developing lasting customer relationships. The role processes teller transactions—including deposits, withdrawals, check cashing, and change orders—with accuracy, and uses knowledge and judgment to assess transaction validity and refer questionable items to an Assistant Branch Manager or above. The Teller I maintains a professional appearance and behavior while supporting customer service, operational, compliance, and team goals. The position serves Southside Bank customers and employees, explains bank products and services, identifies customer needs and cross-selling opportunities, and directs customers to other departments as appropriate. It follows established procedures for transaction processing, fraud prevention, cash balancing, compliance, audits, information security, and applicable laws and regulations. The Teller I also supports branch opening and closing duties, team efforts, and assigned projects. The position is based at the Lufkin Chestnut branch. The work takes place in a well-lit, heated and/or air-conditioned indoor office setting with adequate ventilation and moderate noise. Duties involve frequent customer assistance and movement within the branch, computer and office-equipment use, and transporting coin weighing up to 25 pounds for short distances. The role requires remaining stationary for much of the workday and manual dexterity to handle items and work with fingers.

Requirements

  • High school graduate or equivalent.
  • Proficient in typing, 10-key calculator use, and data entry.
  • Excellent oral and written communication skills.
  • Complete and comprehend Southside Bank’s instructor-led New Employee Orientation, Teller Training, Teller Advanced, and Professional Teller classes.
  • Comply with applicable bank policies and procedures, laws, regulations, audit requirements, and information-security requirements.
  • Able to remain stationary for 75% of the time; frequently move about inside the branch; operate a computer, scanner, printer, and other office productivity machinery; and transport up to 25 pounds of coin 5–25 feet, up to five times a day depending on deliveries.
  • Manual dexterity sufficient to reach and handle items and work with fingers; ability to detect, recognize, and identify customers.

Nice To Haves

  • At least 6 months of cash-handling or customer-service experience is preferred.

Responsibilities

  • Provide Southside Bank customer service standards during each customer interaction and deliver enthusiastic, professional, courteous, accurate, and efficient service.
  • Meet or exceed operational and sales goals, including balancing and attendance goals as applicable.
  • Make customer thank-you calls and follow up on problem resolution as directed by management.
  • Know bank products and services and explain key benefits to customers.
  • Listen to customers, clarify their needs, recognize cross-selling opportunities, and direct them to other Southside departments as needed.
  • Maintain the security and confidentiality of sensitive bank information and communicate account information accurately.
  • Follow bank policies and procedures, including procedures to prevent fraudulent activity and verify transaction validity.
  • Follow compliance procedures and verify the accuracy of applicable reporting, including CTRs, SARs, monetary logs, and Reg CC holds.
  • Maintain cash drawer limits, meet daily balancing standards, follow Teller Over/Short Policies, and report cash outages to management.
  • Accept and verify customer deposits; cash checks and process less-cash transactions within authorized limits; obtain supervisor approval for transactions exceeding those limits.
  • Perform customer-requested services, including selling official checks, processing cash advances and loan payments, completing stop payments and cardholder claim statements, and redeeming savings bonds.
  • Process collection items such as dealer drafts and foreign items.
  • Comply with audit requirements, applicable laws and regulations, the Bank Secrecy Act and related anti-money-laundering laws, and the Bank’s Information Security Program.
  • Pursue professional development through training, seminars, and professional associations, as applicable; complete required Southside Bank instructor-led classes.
  • Contribute to a positive and caring atmosphere and team environment consistent with the bank’s mission, CORE Values, and Blue Book culture guide; participate in team efforts to achieve department and company goals.
  • Assist with branch opening and closing duties.
  • Participate in special projects, follow safety policies and procedures, report unsafe activities, and perform additional assigned or directed duties.

Benefits

  • Medical, prescription drug, dental, and vision insurance.
  • Insurance eligibility for team members and dependents starting on the first day of employment.
  • 401(k) with a match.
  • Basic, voluntary, and dependent life insurance.
  • Paid time off.
  • Paid bank holidays.
  • Workplace wellness programs.
  • Employee assistance programs.
  • Tuition reimbursement.
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