What are the responsibilities and job description for the Teller position at Heritage Bank NA?
Description:
Position Summary
Help all Heritage Bank customers achieve financial success by assisting them with deposits and withdrawals, deposit account needs, loan payments, and other banking products/services they may need help with. Primary location is in our Willmar office, but may work in Spicer or Pennock as needed.
Primary Duties & Responsibilities
- Accurately processes all cash or check transactions, including deposits/withdrawals, transfers to/from accounts, loan payments or advances. (50%)
- Has working knowledge of all deposit accounts to accurately and efficiently help customers with all their account needs. (10%)
- Assists everyone who presents themselves to Heritage Bank, whether in lobby or drive-up, on the phone or via fax or e-mail, to be sure they get the help they want or need. (10%)
- Compliance with all applicable banking regulations. (5%)
- Opens & closes the lobby or drive-thru as scheduled. (5%)
Secondary Duties & Responsibilities
- All Employee Owners must help Heritage be successful in any way possible never saying “That’s not my job”. As an Employee Owner “Everything is my job”.?
- Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
- Responsible for security as it applies to this position.
- Responsible for compliance with laws and regulations applicable to this position.
- Achieve performance and quality metrics as determined by supervisor.
- Performs other tasks, as assigned.
Bank Standards
- Mission – Helping People Succeed Financially
- Ethics – We always do the right thing at work and in our personal lives
- Solution – We bring solutions to challenges and are always looking for ways to be better
- Ownership – We are accountable in our roles and accept responsibility for our mistakes
- Positivity – We bring positive energy and enthusiasm to everything we do
Education:
- High School Diploma or equivalent
Experience:
- 1-2 years Customer Service experience
- Previous experience in banking or other comparable field, such as sales and/or cash handling preferred
Other Skills / Characteristics:
- Good communication skills
- Dependable and punctual
- Confidential
- Professional, courteous, friendly, confident, and outgoing personality
- Good problem-solving skills
- Ability to prioritize multiple tasks
- Ability to Stand for long periods of time
- Take accountability and have pride in a clean lobby environment
- Versatile and accurate
- Able to make decisions quickly and prioritize properly
- Flexible working schedule
- Willingness to evolve processes and learn new technology
