What are the responsibilities and job description for the Teller II position at Wallis Bank?
WHO WE ARE
At Wallis Bank we are a full-service community bank with the ability to serve the needs of all our customers, from the smallest rural customers to the largest international customers. We do this by serving the individual communities in which we are present with intentional and exceptional personal service. We serve our communities with integrity, pride, and professionalism, and our mission is to provide our customers unsurpassed financial services that create lasting customer satisfaction.
SUMMARY:This position is primarily responsible for providing professional customer service with focus on courtesy, product knowledge, accuracy, and timeliness. Providing timely and efficient completion of customer transactions while maintaining accurate records and proper handling of all currency transactions. Recognizing customer needs and service opportunities. Participating in team effort to accomplish branch goals by performing the following duties. Note: Teller I and II will be differentiated primarily based upon experience and operational/servicing complexity.
DUTIES AND RESPONSIBILITIES:
Perform the daily transactions as follows:
- Accepting deposits
- Loan payments
- Verifying currency and proper endorsements
- Cashing checks within limits and obtaining further authorization when needed
- Issuing money orders or cashier’s checks
- Prepare individual daily balance of teller cash transactions as well as other reports as necessary
- Perform large commercial deposits and close-out transactions
- Sell cash to the vault as needed so as not to exceed your daily assigned cash limit
- Assist customers with access to safe deposit boxes, performs quarterly audit to document past due safe deposit boxes for potential drilling request
- Maintain an organized work area at all times by limiting personal belongings.
- Never leave your drawer unlocked before stepping away and closely safeguard your cash.
- All passwords and combinations must be kept confidential. Never share your password or leave it unsecured.
- Reviews proof work before submitting through branch capture.
- Provide professional customer service which includes but is not limited to: greeting walk in customers and following proper guidelines on phone etiquette to deliver exceptional service.
- Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- Responsible for referring sales opportunities to lending officers.
- Complete annual compliance training including but not limited to BSA, CIP, Reg CC and CTR’s.
- Stay abreast on all changes on policies and procedures to ensure compliance with current guidelines.
- Perform dual control procedures when participating in branch responsibilities.
- Responsible for following proper policies and procedures on transactions to protect the bank from financial loss.
- Must be willing to work altered work schedules to ensure bank has proper coverage and/or ability to travel to other locations to accommodate staffing needs as required.
- Ensures compliance with policies and procedures that all confidential bank and customer information, is properly stored in secure areas as assigned by management.
- Serve as secondary (back-up) for contact for teller I, new account openings, problem resolutions and cross-sell products with servicing customers.
- Must be willing to participate in at least one CRA related event per year.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Referral program
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person