About The Position

The Teller promotes and sells North Shore Bank products and services while representing the Bank to customers. The role provides efficient, accurate, and friendly service and builds strong customer relationships. Some Tellers serve as Area Tellers and support multiple assigned branch locations. Candidates must be bilingual in Spanish and English, including speaking and writing. No banking experience is necessary, but at least six months of related experience is required.

Requirements

  • Bilingual in Spanish and English, with the ability to speak and write comfortably in both languages.
  • High school diploma or equivalent.
  • At least six months of related experience, including a combination of cash handling, direct customer service, and retail or other sales.
  • Availability to work on Saturdays.
  • Ability to perform the essential duties, with reasonable accommodations available for individuals with disabilities.
  • Physical ability to regularly stand; use hands to finger, handle, or feel; and talk or hear; occasionally walk and sit; and occasionally lift and/or move up to 50 pounds.
  • Close vision, color vision, and ability to adjust focus.

Responsibilities

  • Provide high-quality service to internal and external customers to support customer retention, expanded banking relationships, and referrals.
  • Engage customers in conversations, identify cross-selling opportunities, and make qualified referrals to branch personnel and business partners.
  • Use the customer relationship management tool to record referrals and update customer contacts.
  • Answer prospect and customer questions, refer complex inquiries to appropriate employees, and follow up to ensure concerns are resolved.
  • Make outbound telephone calls as directed by branch management for service and sales opportunities.
  • Perform deposit account maintenance as needed, explain account terms and conditions, complete required forms accurately, and provide required disclosures.
  • Stay current on products, services, promotions, security alerts, and policy and procedure updates.
  • Participate in sales, product knowledge, and service meetings, including monthly sales planning, and complete a monthly plan to achieve individual goals.
  • Follow up with clients by telephone, written correspondence, or personal contact.
  • Handle teller transactions promptly and accurately, monitor work quality and quantity, maintain and protect a cash drawer, balance transactions daily, resolve discrepancies, and report variances to a supervisor.
  • Follow bank procedures for scanning and submitting teller work.
  • Assist with daily branch operations in collaboration with the Lead Teller or perform duties in the Lead Teller’s absence; duties may include opening or closing the branch.
  • Complete customer files, documentation, and paperwork as needed, and provide paperwork support to branch areas.
  • Perform other duties specified by the manager as needed.
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