Teller
About The Position
The Teller operates a customer service window and provides exceptional service across a variety of banking transactions. The role suggests solutions and options, refers customers to appropriate bank personnel, and resolves customer problems and concerns accurately and efficiently. The Teller develops knowledge of bank policies, procedures, products, and services while maintaining accuracy and balancing standards. The position supports branch sales and service goals by identifying customer needs, promoting bank services, tracking referrals to bankers, and building positive customer relationships. The Teller also completes required training and performs additional duties as assigned.
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 hours.
- Strong interpersonal skills and ability to work independently and as a team player.
- Ability to meet the physical demands of the role, including operating a keypad and electronic and office equipment, standing and sitting for specified periods, lifting, and performing typing and data entry.
Responsibilities
- Develop working knowledge of bank policies, procedures, products, and services.
- Maintain a cash-drawer balancing rate of 85% in accordance with the Retail Policies and Procedure manual.
- Provide customer service consistent with Consumer Bank Customer Service Standards and Customer Insight survey expectations.
- Use computer systems, service skills, product knowledge, and policy knowledge to conduct transactions accurately and efficiently while protecting customers and the bank from fraud.
- Identify customers, verify transaction authenticity, verify balances, place holds, and document identification as required.
- 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 services such as bank money orders and other customer 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 branch team members for specialized services, 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 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 and employee relationships and generate leads for the Personal Banker platform.
- Work independently and contribute as a team member to branch and organizational success.
- 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
