Teller

Tri Counties Bank•Daly City, CA
•$20 - $24•Onsite

About The Position

Tellers at Tri Counties Bank sustain and elevate customer trust and satisfaction by accurately executing account transactions, referring customers to banking partners, and proactively contacting account holders by telephone. The role safeguards a cash fund of up to $25,000, maintains accurate records of deposits and disbursements, and handles an average of 25–50 customer transactions per day at a branch. The Teller regularly uses nine desktop applications for transactions, account inquiries and maintenance, federal compliance, customer records and relationship management, transaction capture, foreign currency transactions, internal communications, and timekeeping. The role provides prompt, efficient, friendly service while following Bank procedures and applicable regulations.

Requirements

  • High school diploma or GED.
  • Effective selling and cross-selling skills.
  • Excellent written and verbal communication skills.
  • Ability to use personal computers and Windows-based programs.
  • Ability to successfully complete the Bank’s product and sales training courses.

Responsibilities

  • Handle customer service transactions, including receiving and disbursing funds, posting deposits, and withdrawing funds.
  • Assist customers with information and research into problems, balance the cash drawer daily, and answer customer inquiries.
  • Identify customer financial needs and recommend bank products and services.
  • Refer retail loan and deposit products and meet assigned referral goals.
  • Provide prompt, efficient, friendly service and process transactions accurately and in a timely manner according to guidelines.
  • Follow cash and security procedures and account for assigned cash.
  • Maintain the cash drawer within established limits.
  • Complete required documentation and data entry.
  • Process deposit and loan transactions.
  • Make outbound calls to new and existing customers to maintain contact and address servicing needs.
  • Maintain current knowledge of Bank policies and procedures and comply with applicable federal and state laws and regulations, including Bank Secrecy Act requirements, Information Security requirements, identity theft red flags, and financial elder abuse reporting.
  • Perform other duties as assigned.
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