Teller I or II - Bakersfield Riverlakes

Tri Counties Bank•Bakersfield, CA

About The Position

The Teller identifies financial solutions and promotes and refers Bank products and services to new and existing customers at the teller line and through telemarketing. The role handles customer service transactions, including receiving and disbursing funds, posting deposits, and withdrawing funds. It provides information and assistance with researching customer problems, balances a cash drawer daily, and answers customer inquiries. The position supports branch operations and customer relationships by processing accurate transactions, discussing customers’ financial needs, making customer care calls, and connecting customers with bankers or other partners when appropriate. The role also assists team members and helps maintain compliance with applicable banking laws, regulations, policies, and procedures.

Requirements

High school diploma or GED.
Ability to successfully complete the Bank’s product and sales training courses.
Basic customer service and interpersonal skills, including professional communication, relationship building, recognizing unmet service needs, and making appropriate teller referrals.
Ability to accurately handle cash, perform basic mathematical calculations, process transactions, pay attention to detail, and follow established procedures and controls.
Basic computer and technology skills, including the ability to learn banking systems, enter data, process transactions, and perform operational tasks accurately and efficiently.
Strong organizational skills and attention to detail; ability to prioritize tasks, follow instructions, adapt to changing business needs, and work effectively in a fast-paced team environment.
Teller I: 0–1 year of customer service and cash-handling experience preferred.
Teller II: 1–3 years of customer service experience and demonstrated experience handling large amounts of cash and/or high volumes of cash transactions.

Nice To Haves

Basic knowledge of banking products and services, or the ability to learn about account types, lending products, and digital banking solutions through on-the-job training.
For Teller I, customer service and cash-handling experience is preferred.

Responsibilities

Provide prompt, efficient, friendly customer service and process transactions accurately, promptly, and according to established procedures.
Process deposit and loan transactions, complete required documentation and data entry, and maintain accurate and complete transaction records.
Follow cash-handling and security procedures, maintain accountability for assigned cash, balance cash drawers daily, and keep drawer limits within requirements.
Discuss customers’ financial well-being and needs, identify unmet service needs, and introduce customers to bankers or partners who can explore solutions.
Make care calls to new and continuing customers to maintain relationships and address servicing needs.
Assist with branch operations, including processing and balancing ATMs, handling night-drop transactions, performing monthly certifications, and supporting other operational functions.
Assist team members with non-primary duties and provide training, product knowledge, and skill-development support when needed.
Maintain current knowledge of Bank products, policies, procedures, and operational requirements.
Comply with applicable laws, regulations, and Bank requirements, including BSA, the USA Patriot Act, CIP, suspicious activity reporting, Regulation DD/Truth in Savings, the Expedited Funds Availability Act, and the Gramm-Leach-Bliley Act.
Perform other duties as assigned.