Teller

Community Financial System, Inc. • City of Plattsburgh, NY

12d • Onsite

About The Position

The Teller is a frontline representative of the bank who delivers a welcoming, accurate, and customer-focused banking experience. The role processes financial transactions, maintains cash accuracy, and assists customers with everyday banking needs. Tellers listen to customers, provide information about products, services, and digital tools, and refer customers to appropriate branch partners. The position requires attention to detail, adherence to security and compliance standards, and a commitment to positive customer experiences and branch operational integrity.

The Teller works collaboratively with branch colleagues, supports customer flow and routine branch operations, and may provide staffing support at nearby branches. The role includes a required initial training program of 5–7 days, which may involve overnight travel depending on distance. The company covers or reimburses applicable travel expenses, such as mileage and lodging. The position is 37.5 hours per week and requires flexibility to meet branch needs.

Requirements

• High school diploma or GED.
• Ability to complete internal teller and product training.
• Ability to attend a 5–7-day initial training program, which may involve overnight travel depending on distance.
• Reliable transportation.
• Excellent interpersonal, listening, and communication skills.
• Strong attention to detail and accurate, proficient math skills.
• Clear thinking, sound judgment, and ability to stay focused in a fast-paced environment.
• Ability to follow established procedures, prioritize tasks, and maintain confidentiality.
• Comfort using computers, digital tools, and standard office applications, with ability to learn and navigate banking systems.
• Ability to build trust, demonstrate professionalism, and remain composed during sensitive or involved customer situations.
• Ability to identify customer needs and direct customers toward appropriate bank products and services.
• Consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence.
• Demonstrated ability to work directly with customers in a service or problem-solving capacity.
• Must be 18 years of age or older.
• Ability to work flexible hours based on branch needs.
• Ability and willingness to travel to nearby branches and to training sessions, meetings, professional development programs, and company-sponsored events as required.

Nice To Haves

• Prior customer service and/or banking experience.

Responsibilities

• Welcome customers as a professional first point of contact and provide friendly, accurate, and efficient service.
• Process routine financial transactions, including deposits, withdrawals, payments, and check cashing, while verifying customer identity and available funds.
• Engage customers in needs-based conversations about their transactional needs and identify appropriate banking solutions or referrals.
• Educate customers about digital banking tools and self-service options.
• Assist with routine inquiries and concerns, escalating complex issues when appropriate.
• Support lobby management by directing customers to the appropriate team member or service area.
• Answer incoming telephone calls promptly and professionally, directing inquiries and providing assistance.
• Partner with branch colleagues to connect customers with specialists for more complex financial needs.
• Model strong service behaviors and effective customer engagement in support of branch goals.
• Collaborate with team members to support branch operations and customer experience goals.
• Assist with customer flow, lobby engagement, and routine operational tasks as needed.
• Contribute to a positive, inclusive, and respectful work environment.
• Take ownership of personal development and adapt to new tools, processes, and initiatives.
• Participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required.
• Perform teller transactions precisely and balance the cash drawer within established guidelines.
• Protect customer and bank information and follow security, authentication, and dual-control procedures.
• Watch for unusual or suspicious transactions or behaviors, follow fraud-prevention procedures, and escalate concerns.
• Follow branch operating standards, including opening and closing procedures, cash handling protocols, and documentation requirements.
• Support internal audits, reviews, and regulatory requests as needed.
• Maintain knowledge of and comply with applicable laws, regulations, policies, procedures, internal controls, and training requirements.
• Provide support to other branches as needed to ensure appropriate staffing and service levels.
• Perform other related duties as assigned or directed.

Benefits

• 11 paid holidays
• Paid vacation
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) with generous match
• Pension
• Tuition reimbursement
• Banking discounts
• Potential for annual merit increase
• Applicable travel expenses, such as mileage and lodging, covered or reimbursed for the initial training program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED