Teller

Position: Teller

Department: Operations

Classification: Hourly

Job Grade:  Non-Officer

Revision Date: 01/03/2024

Position Summary:

This position will assist in coordinating professional and knowledgeable assistance to all customers. This position will promote and advise on the bank’s products and services. The Bank Teller will refer customers to the appropriate staff for additional assistance with the bank’s products and services.

This position will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.

The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

Essential Functions:

To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

1. Handles customer account transactions which many include verifying incoming cash, accurately dispersing cash, accepting various deposits and payment and cashing checks.
2. Sell Cashier’s checks and gift card to customers as required.
3. Answer phones and/or complete telephone transfers.
4. Thoroughly understands imaging operational procedures including start-up, shut down and preparing work in such a manner that ensures the highest read rate possible.
5. Must be able to remain in a standing or stationary position 50% of the time.
6. Must occasionally lift 30 pounds.
7. Balance their respective Teller drawer.
8. Buy and sell money.
9. Process coin through the coin machine and wrap coin.
10. Process daily bank deposits; night drop and mail receipt deposits.
11. Conduct customer research requests.
12. Process check orders.
13. Assist with monitoring faxes and customer’s service e-mails.
14. Fill out CTR’s.
15. Take customer stop payments.
16. Assists customer with safe deposit boxes.
17. Assists with outgoing mail.
18. Excellent written and verbal communication skills.
19. Obtain and maintain a working knowledge of regulatory requirements as they relate to safety and soundness, compliance and operations.
20. Verify account balances, give out account information to customers, print copies of items and/or statements from customer accounts.
21. Maintain a general knowledge of all Bank products and cross-sell these products.
22. Adherence to all BSA/AML Laws, Regulations and Compliance will be required in this position.
23. Ability to prioritize workload.
24. Assist co-workers as needed.
25. Physical presence in the bank is required.
26. All employees are expected to exemplify and follow our core values.
27. Regular attendance and punctuality when reporting to work.
28. Travel for trade and industry schools and seminars as needed.
29. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. The MFA apps are used to authenticate a user’s identity to the system for security purposes.
30. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to AML, as well as adhere to the Bank’s policies and procedures.
31. Perform other duties as assigned and requested.

Core Values:

Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.

Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.

Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.

Education and Experience:

Required - High School diploma or GED, etc.

Required - Continuing Education to maintain job knowledge.

Preferred – One to three years of banking/teller experience.

Preferred - Administrative experience and or customer service experience.

Preferred - Proficiency in Microsoft Suites.

The employer has the right to revise this position description at any time. The position description is not a contract for employment.

Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.