Teller/New Accounts Representative

Glacier Bancorp, Inc.•Oak Creek, CO

About The Position

Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans and help set the tone for the banking experience. The role processes customer transactions accurately, opens and maintains personal and business accounts, provides exceptional customer service, and promotes the bank’s core values while complying with banking regulations, policies, and procedures. The representative is expected to understand the bank’s products and services and build lasting customer relationships. Teller responsibilities include completing transactions such as cashing checks, deposits, withdrawals, cashier’s checks, and change orders; verifying customer identity; maintaining and balancing cash drawers and related equipment; helping with non-transactional requests and phone calls; and opening or closing the branch as scheduled. New account responsibilities include opening, closing, and maintaining a variety of personal and business accounts, explaining disclosures, preparing and scanning account documents, maintaining customer and account records, answering questions about FDIC insurance, and recommending suitable products and services. The role also requires basic knowledge of e-banking, cash management, merchant services, and loan products. The position involves following compliance, security, confidentiality, and risk-management practices; completing required training and development milestones; attending meetings; supporting community and bank-sponsored activities; and providing professional service to customers and colleagues. Additional duties may be assigned. The work is performed indoors in a climate-controlled shared work area with moderate noise. It is classified as light work and involves standing and walking, frequent computer use, repetitive hand motions, occasional lifting and reaching, and occasional travel. The role may require extended hours or off-site travel when requested by management.

Requirements

High school education or GED.
Up to six months of similar or related experience in cash handling and customer service.
Ability to understand and follow written and oral instructions.
Strong customer service skills.
Attention to detail.
Ability to work well in a team environment.
Verbal and written communication skills.
Cash handling skills.
Ability to perform work indoors in a climate-controlled shared work area with moderate noise.
Ability to stand and walk routinely and exert up to 25 pounds occasionally and/or up to 10 pounds frequently.
Ability to sit; use hands repetitively to finger, grasp, handle, or feel; and talk or hear, with occasional standing, walking, lifting, or reaching.
Ability to travel occasionally by automobile, commercial airline, rental vehicle, or public transportation and lodge in public facilities.
Ability to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimile machines, and calculators.
Ability to work on a computer for an average of 6–8 hours per day when necessary.
Ability to work extended hours or travel off site when required or requested by management.
Ability to climb or descend stairs in an emergency.
Close visual acuity for preparing and analyzing data, viewing computer terminals, reading, and inspecting small defects or parts.
Legally authorized to work in the United States; the employer does not sponsor work visas.

Responsibilities

Accurately perform teller transactions, including cashing checks, processing deposits and withdrawals, issuing cashier’s checks, and handling change orders.
Maintain cash drawer limits and properly identify and verify customers.
Present bank products and services accurately and promote high-performance growth.
Assist customers with non-transactional needs and requests, and answer incoming calls.
Balance the teller drawer, cash vault, coin machine, and Teller Cash Recycler (TCR).
Open and/or close the branch daily as scheduled.
Open, close, and maintain personal and business accounts, including checking, savings, money market, IRA, HSA, certificates of deposit, and safe deposit boxes.
Review new-account disclosures with customers and ensure they understand them.
Prepare new or updated account documents, obtain authorizing signatures, and scan completed documents within the allotted timeframe.
Perform Customer Information File (CIF) and account maintenance.
Answer inquiries about FDIC insurance coverage and advise customers on ways to maximize insured limits.
Recommend additional products or services that align with customers’ needs and provide value.
Maintain a basic understanding of e-banking, cash management, merchant services, and loan products and their servicers.
Complete Position Development Plan milestones as required for advancement.
Follow clean-desk, confidentiality, workstation security, dual-control, and customer-alert procedures.
Remain vigilant for fraud that could affect the bank or its customers.
Follow applicable banking regulations, laws, company policies, management directives, security requirements, and operational procedures.
Complete required compliance and security training on time and seek clarification when needed.
Report security risks to management and keep management informed of activities and significant problems.
Participate in community service and bank-sponsored activities while representing the bank professionally.
Maintain regular, reliable, and timely attendance; attend and participate in required meetings.
Provide calm, professional internal and external customer service to people from diverse backgrounds.
Perform additional duties as requested or assigned.