Teller II

First Bank•Charlotte, NC

10d

About The Position

The Teller II performs routine and intermediate branch and customer service duties for retail and commercial customers. Responsibilities include handling deposits, check cashing, savings withdrawals, loan and other payments, and cash advances; assisting with night depository and vault duties; and operating computer systems to process account activity and resolve problems within the position’s authority. The role also supports customer relationships by providing effective service and referring customers to appropriate staff for additional Bank products and services. The position performs a range of operational and administrative tasks, including balancing cash, processing teller work through branch capture, assisting with imaging research, handling safe deposit access, processing stop-payment and hold orders, and maintaining records and reports. The Teller II follows branch security procedures and corporate policies, as well as applicable federal and state laws and regulations, including the Bank Secrecy Act and Anti-Money Laundering Act. Incumbents typically have 3–5 years of teller experience.

Requirements

High school diploma or GED.
Typically 3–5 years of teller experience.
Intermediate knowledge of Bank operations, products and services, applicable state and federal laws and regulations, and Bank operational policies and procedures.
Intermediate skills operating computer terminals, personal computers, mainframe systems, word-processing and spreadsheet applications, and specialty software.
Excellent organizational and time-management skills, with the ability to work with minimal supervision.
Exceptional verbal, written, and interpersonal communication skills; ability to apply common sense in carrying out instructions and instructing personnel.
Ability to pay close attention to detail, work as part of a team, and interact effectively with coworkers and customers.
Ability to exercise self-control, diplomacy, discretion, and appropriate judgment in customer and employee relations situations.
Ability to perform the position’s essential functions on the scheduled days and hours.
Valid driver’s license.
Ability to stand, walk, sit, and use hands and fingers; vision, hearing, speech, dexterity, and visual concentration are required.

Nice To Haves

Work-related experience in reception or secretarial duties in a business environment.
Business- or financial-industry-related education or training, including in-house training, formal schooling, or financial-industry curriculum.

Responsibilities

Receive retail and commercial checking and savings deposits, verify deposit documentation, and issue receipts.
Cash checks and savings withdrawals and make cash advances, ensuring transactions are properly authorized and within limits; make decisions on questionable items.
Assist with night depository duties, including logging bags, processing deposits, making change orders, issuing receipts, and returning bags to customers.
Assist with opening and closing the vault and balancing vault currency and coin.
Use computer terminals or personal computers to process account activity, determine balances, and resolve problems within authorized limits.
Issue official checks, traveler’s checks, and gift cards.
Cross-sell Bank products and services and refer customers to appropriate staff.
Control access for safe deposit duties and assist customers.
Receive and process stop-payment and hold orders.
Accept loan, credit card, and installment payments.
Balance the cash drawer daily and verify cash bought from or sold to the vault.
Provide effective customer service and assist in resolving problems within authorized limits.
Record, file, and update information; sort mail or reports as required.
Answer telephone calls and direct callers to appropriate Bank personnel.
Process teller work through branch capture and assist with imaging research.
Gather data and process reports, which may include currency transaction, returned item, overdraft, and callback reports.
Process address changes, check orders, traveler’s checks, incoming and outgoing collections, change orders, and deposit slip corrections.
Type routine letters, reports, and forms; maintain files; copy and fax documents; and order and distribute supplies.
Take steps to protect branch personnel and follow Bank security procedures, including opening and closing procedures.
Prepare and verify currency shipment orders when required.
Complete annual compliance courses and adhere to corporate policies, federal and state regulations and laws, and Service Excellence standards.
Perform other duties as required.