Teller

Bank of Hope•Artesia, CA

4d•Onsite

About The Position

The Teller position is a full-time role focused on providing excellent customer service, meeting sales targets, and accurately processing financial transactions. Tellers are responsible for understanding customer financial needs, recommending appropriate bank products and services, and maintaining a high level of ethical behavior and compliance with bank policies. This role requires strong communication, sales, and problem-solving skills, as well as attention to detail and a professional demeanor.

Requirements

High School Diploma
Some experience in retail sales and customer service functions is a plus.
Combination of experience and education can meet the job requirements.
Fluent written and verbal English communication skills.
Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Ability to respond effectively to the most sensitive inquiries or customer complaints.
Basic to Intermediate computer/systems knowledge.
Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
Ability to remain flexible in order to adapt to changes in the work environment.
Ability to study and apply new information.
Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to work with co-workers, customers, and outside agencies professionally and tactfully.
Possess a work ethic that includes neatness, punctuality, and accuracy.
Must exhibit a professional, businesslike appearance and demeanor.

Nice To Haves

Some experience in retail sales and customer service functions

Responsibilities

Use excellent communication and active listening skills to learn about customer financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service.
Achieve and exceed individual and branch sales and service targets through recommendations of new and existing products and services (e.g., accounts, loans, and credit cards), sales referrals, cross-selling, and up-selling.
Educate customers on the features, benefits, and pricing of bank products and services.
Order checks and make changes to customer information accurately and timely.
Provide exceptional service in handling customers in person or over the telephone.
Process deposits, withdrawals, check cash, loan payments, and other transactions, including reject and returned items.
Involve supervisors for transactions over authority limits or exceptionally complex transactions.
Ensure loss prevention in the processing of all transactions and duties.
Issue cashier’s checks, bank checks, money orders, and travelers checks.
Keep work station neat, clean, and well-stocked with supplies and brochure materials.
Perform additional responsibilities such as Night & Mail Depository, ATM balancing, Safe Deposit Box management, filing signature cards and documents, assisting with audits and verifications, inputting fund holds and stop payment requests, handling address changes and CD renewals, branch back counter capture, and other miscellaneous tasks associated with retail banking branch operations.
Comply with the Bank’s security program, including the End-User Computing Agreement.
Acquire good knowledge on functions and usage of computer systems related to assigned job functions.
Stay current and knowledgeable in industry trends for safeguarding confidential data, preventing identity theft, fraudulent activities, and computer security threats.
Report suspicious activities to management or Information Security Officer.
Comply with BSA, CRA, fair lending, and other compliance requirements.
Input customer information into EZ teller for various transactions.
Report suspicious activities to Operations Manager/BSA officers.
Verify customer and payee/beneficiary names against OFAC, NCCT for wire transfers, monetary instrument purchases, and new accounts.
Report matches with NCCT and OFAC to Operations Officer or Operations Manager.