Teller - Float

Columbia Bank•Petaluma, CA

2d•Onsite

About The Position

The Teller - Float is a first point of contact for many clients and helps deliver Columbia Bank’s Breakthrough Client Service Standards. With guidance from the Float Manager, Branch Managers, and Assistant Branch Managers, the role performs banking transactions accurately, ethically, confidentially, and in compliance with bank procedures and regulations. The position travels within a geographic area to cover branches that need staffing support. The Teller handles transactions such as deposits, withdrawals, cash advances, payments, transfers, and check cashing, and balances the cash drawer. The role also performs daily branch tasks that help maintain operational integrity, including ATM balancing under double-custody procedures, processing night-drop deposits and returned mail, balancing negotiable instruments and the credit-card machine, and updating lobby rate sheets and brochures. The Teller safeguards cash and promptly accounts for or transfers funds. The role serves internal and external clients, anticipates needs, and provides proactive solutions in keeping with the bank’s service standards. The Teller continually builds knowledge of the bank’s products and services, discusses clients’ financial needs, offers suitable products and services, and supports branch referral goals by referring basic banking needs to the appropriate business partner.

Requirements

High school diploma or GED.
Ability to learn and comply with all bank policies, procedures, and systems.
Exceptional attention to detail and accuracy with written numbers and words, and with verbal and written instructions.
Ability and willingness to build relationships with clients and other bank associates.

Nice To Haves

One year of previous banking or customer service experience.
Bilingual ability.

Responsibilities

Travel within a geographic area to provide staffing support at branches that need coverage.
Perform teller transactions and cash-handling functions accurately and confidentially, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
Balance the cash drawer and safeguard money, ensuring prompt accounting for or transfer of funds.
Perform daily branch tasks that maintain operational integrity, such as ATM balancing using double custody, processing night-drop deposits and returned mail, balancing negotiable instruments and the credit-card machine, and updating lobby rate sheets and brochures.
Comply with Columbia Bank procedures and banking regulations.
Provide proactive client service and resolve problems in alignment with the bank’s Breakthrough Client Service Standards.
Maintain current knowledge of the bank’s products and services and discuss clients’ financial needs.
Identify appropriate products and services and refer clients to the appropriate business partner to support branch referral goals.

Benefits

Professional development through tailored premier banker programs.
Career growth paths.
Medical, dental, and vision coverage for eligible associates.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance.
Disability insurance.
Tuition assistance.
Mental health resources.
Identity theft protection.
Legal support.
Auto and home insurance.
Pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.
The role may be eligible for performance-based incentive compensation.