Teller
About The Position
The Teller operates a customer service window and provides customers with exceptional service across a variety of transactions. The role suggests solutions and options, refers customers to appropriate areas of the bank, and resolves customer problems and concerns accurately and efficiently. The Teller develops knowledge of bank products, services, policies, and procedures; builds transaction accuracy and cash-balancing skills; and applies computer-system knowledge, service skills, and product knowledge to conduct transactions while protecting customers and the bank from fraud. The position also promotes bank services, identifies customer needs, contributes to branch goals, and maintains positive relationships with customers and colleagues. The schedule must be flexible around branch hours: Monday through Thursday, 8:30 a.m.–5:00 p.m.; Friday, 8:30 a.m.–6:00 p.m.; and Saturday, 9:00 a.m.–12:00 p.m.
Requirements
- High school diploma or equivalent basic academic education.
- One to two years of general experience.
- Successful completion of the retail training program.
- Ability to be flexible around branch operating hours.
- Strong interpersonal skills and ability to work independently and as a team player.
- Ability to meet the stated physical demands, with reasonable accommodations where applicable.
Responsibilities
- Operate a customer service window and provide exceptional service for a variety of transactions.
- Develop knowledge of bank policies, procedures, products, and services.
- Maintain a balancing rate of 85% in accordance with the Retail Policies and Procedure manual.
- Apply computer-system knowledge, service skills, product knowledge, and procedural knowledge to complete transactions accurately and efficiently.
- Use computer systems to identify customers, verify transaction authenticity, and complete fraud-prevention steps, including checking balances, placing holds, and documenting identification.
- Accept deposits, verify endorsements, and issue receipts.
- Accept checks for cashing, identify customers, verify endorsements and balances, and refer transactions to branch management for authorization when needed.
- Accept savings deposits and withdrawals and perform related duties.
- Provide additional customer services, including bank money orders and other services.
- Accept loan payments and other types of payments.
- Balance the cash drawer daily.
- Assist with ATM balancing and settlement, where applicable.
- Assist with vault balancing as requested.
- Promote bank services, answer banking questions, direct customers to appropriate branch team members, and identify customer needs through profiling.
- Contribute to branch goals and sales and service standards as outlined in the branch playbook and by Branch Management.
- Demonstrate professional sales and service behaviors aligned with the bank’s purpose, values, and core drivers.
- Use the Sales & Service Opportunity tool to track customers introduced to a banker.
- Provide services such as night deposits, mail deposits, and safe deposit admittance as needed.
- Maintain positive customer relationships and help grow the branch by producing leads to the Personal Banker platform.
- Maintain good working relationships with bank employees and contribute independently and as a team member.
- Attend and successfully complete training as needed, including virtual, in-person, and online training.
- Perform additional duties as required.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
