Teller II

First Bank•Sanford, NC

About The Position

The Teller II performs routine and intermediate branch and customer service duties, including handling retail and commercial deposits, loan payments, checks, savings withdrawals, and cash advances. The role supports night depository and vault functions, operates computer systems to process account activity, and helps resolve customer issues within assigned authority. Teller II promotes the Bank’s products and services through customer relations and referrals to appropriate staff. The position also performs a range of operational and administrative duties, including balancing cash, processing teller work and imaging research, handling safe deposit access, maintaining records, processing customer requests, and supporting branch security. The role requires adherence to corporate policies, applicable federal and state regulations, and the Bank Secrecy Act and Anti-Money Laundering Act. Incumbents typically have 3–5 years of teller experience. The work takes place in a professional office environment with standard office equipment. Physical demands include vision, hearing, speech, dexterity, visual concentration, and the ability to stand, walk, sit, and use hands and fingers. A valid driver’s license is required. The employee must be able to work the hours and days required to complete the essential functions as scheduled.

Requirements

Typically 3–5 years of Teller experience.
High school diploma or GED.
Work-related experience may include reception or secretarial duties in a business environment.
Business- or financial-industry-related educational experience through in-house training, formal schooling, or financial-industry curriculum.
Intermediate knowledge of Bank operations, products and services, related state and federal laws and regulations, and Bank operational policies and procedures.
Excellent organizational and time management skills, with the ability to work with minimal supervision.
Intermediate skills using computer terminals and personal computers, mainframe computer systems, word processing, spreadsheet, and specialty software programs.
Exceptional verbal, written, and interpersonal communication skills, and the ability to use common sense to carry out instructions and instruct personnel.
Valid driver’s license.
Ability to meet the physical demands of the position, including vision, hearing, speech, dexterity, visual concentration, standing, walking, sitting, and use of hands and fingers.
Ability to work the hours and days required to complete essential functions as scheduled.
Ability to learn, think, concentrate, exercise self-control, and work in a customer relations environment.
Attention to detail and ability to work as a team member.
Ability to interact effectively with coworkers and customers and exercise self-control and diplomacy in customer and employee relations situations.
Ability to exercise discretion and appropriate judgment.

Responsibilities

Receive retail and commercial checking and savings deposits, verify documentation, and issue receipts.
Cash checks, process savings withdrawals and cash advances, verify authorization and limits, and make decisions about questionable items.
Assist with night depository duties, including logging bags, processing deposits, making change orders, issuing receipts, and returning bags.
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 assigned authority.
Issue official checks, traveler’s checks, and gift cards.
Cross-sell Bank products and services and refer customers to appropriate staff.
Perform safe deposit duties, control access, 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 customer service and help resolve problems within assigned authority.
Record, file, and update information; sort mail and reports as needed.
Answer telephones and direct callers to appropriate Bank personnel.
Process teller work through branch capture and assist with imaging research.
Gather data and process reports, such as currency transaction, returned items, overdrafts, and callbacks 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 ensure the security of branch personnel and Bank procedures.
Understand and follow opening and closing procedures and other security procedures.
Prepare and verify currency shipment orders when needed.
Complete annual compliance courses.
Follow corporate policies and procedures and applicable federal and state regulations and laws, including the Bank Secrecy Act and Anti-Money Laundering Act.
Adhere to all levels of Service Excellence standards.
Perform other duties as required.