Teller

Description

Job Summary

The purpose of this job is to greet all customers and handle their transactions with the highest level of customer service and assist with the lobby experience and retail space as necessary.

Qualifications

• Associates degree in Business, Finance or related field or High School diploma
• One to three years of job related experience, in either a retail or financial institution setting.
• Cash handling in a bank setting is considered to be an asset

Knowledge, Skills, and Abilities

• Successful completion of in-house training program and BSA Test.
• Good interpersonal communication skills.
• Able to handle multiple tasks while maintaining a calm attitude
• Computer literate ability to operate Microsoft Office and related applications
• Ability to use judgment while conversing with customers
• Willingness to attend trainings and learn the banks products
• Excellent problem solving ability coupled with a passion for customer service
• Ability to connect the needs of the customers to the products of our bank
• Ability to show compassion to our customers while maintaining a positive lobby atmosphere at all times

Essential Job Functions

• Assist and greet all customers entering the lobby area or the bank
• Receive checks and cash for deposits to accounts, verify amounts, examine checks for proper endorsement, and enter into records.
• Handle customer complaints and grievances in a professional manner and escalate to supervisor or management directly
• Maintain customer confidence and protect bank operations by keeping information confidential
• Receive mortgage, consumer loan and other loan payments and issues a receipt.
• Cash check and process withdrawals and pays out money after verification of signatures and customer balances.
• Perform a variety of customer service transactions, such as account holds and check confirmation.
• Sell travelers checks, cashiers checks and money orders, as appropriate.
• Balance cash drawer at the end of the shift and reports any discrepancies to supervisor.
• Direct customers to the right department contact if needed (such as operations, lending, or personal bankers)
• Cross-sell financial institution products and services to customers.
• Refill the coffee, cookies, and donuts in the lobby when necessary
• Keep the lobby clean and presentable at all times
• Support the banks customer service, quality service, sales, and community commitment through trainings and exhibiting a positive attitude at all times on the lobby floor.
• Contribute to the team effort by accomplishing tasks in a timely manner, as needed.
• Perform other duties as assigned and directed by the Retail Officer or Operations Officer.

Equipment Operated

Word Processor on personal computer, calculator, fax, copier, telephone, computer printer, check encoder, scanner and the following software: Jack Henry-Vertex system, Jack Henry core banking system.

Work Environment

Work is performed primarily at the teller line with regular contact with employees and customers, in person and on the phone. The noise level in the work environment is usually moderate.

Physical Demands

The employee is required to stand for most of the shift and occasionally lift up to 50 pounds. While performing the duties of this job, the employee is required to communicate effectively with others, sit, stand, walk, and use hands to handle keyboard, telephone, paper, files, and other equipment and objects. The position requires the ability to review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.

Employee Acknowledgment

This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

Employee Signature: ___________________________ Date: _______________

(EOE/AAE/M/F/D/V)

Qualifications