Teller/New Accounts

Pinnacle Bank/Bank of Colorado•Lincoln, NE

About The Position

Provides quality and efficient customer service while building long-term customer relationships. Handles customer deposits, withdrawals, negotiable instruments, and other transactions while maintaining accurate records. Assists walk-in and telephone customers with account questions and problems; sells, opens, and closes personal and commercial accounts; and advises customers about bank services. The role also includes operational and sales responsibilities, account maintenance, and participation in required banking and BSA processes.

Requirements

High school graduate or equivalent.
A minimum of 24 months of prior banking experience is generally expected.
Full knowledge of personal and business banking products offered, with initiative to stay current on changes.
Basic knowledge of banking regulations applicable to the job and of bank policies and procedures.
Knowledge of general banking principles and banking regulations, and willingness to participate in educational opportunities.
Ability to communicate courteously and professionally with clients and coworkers.
Ability to operate computer terminals and printers, a back counter capture machine, a coin machine, and a copier.
Ability to listen effectively to customers and make appropriate referrals.
Ability to maintain a high level of confidentiality.
Ability to provide customer service and guidance to subordinate department members on phone and in-person inquiries, customer research, cash and check handling, and customer referrals.
Ability to provide efficient, accurate customer service that meets customer needs and supports bank goals.
Ability to work accurately and efficiently in a fast-paced environment.
Ability to function as a team player.

Nice To Haves

Cash handling experience.
Customer contact experience.

Responsibilities

Perform regular teller duties, including accepting deposits, cashing checks, and other customer service-related tasks.
Prepare holds on deposits.
Complete CTRs, SIRs, and other required BSA reporting.
Perform operational duties as required, including vault operations, ordering and shipping cash, ATM settlement, researching teller differences, and completing reports.
Open and close individual and commercial deposit accounts, obtaining the required BSA information and business documents.
Prepare account paperwork and assist customers with signing documents.
Work toward sales goals by providing customers with knowledgeable information about available products and services.
Answer phone calls, assist walk-in customers, and initiate customer research.
Process check orders, close accounts, and prepare customer account printouts.
Sort daily mail.
Assist with NSF, Non-post, and collections matters.
Assist customers with Safe Deposit Boxes.
Provide deposit verification for credit purposes.
Maintain customer accounts, including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
Maintain regular and reliable attendance and work flexible hours, including weekends when the branch is open.
Perform other related duties and projects as assigned by management.