What are the responsibilities and job description for the Teller, Floater I position at SYNERGY BANK?
DEPARTMENT: Retail Sales
SUPERVISOR: Head Teller
POSITION SUMMARY: The Teller Floater I accepts negotiable items and transaction requests from customers, records activity on customer accounts, and distributes or deposits money accordingly. He or She performs every transaction accurately with a friendly and inviting personality while promoting applicable bank products.
POSITION RESPONSIBILITIES
General Job Functions
Provides the Synergy Bank standard of excellence in customer service.
Maintains honesty and the highest level of ethical standards.
Receives cash and/or checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals; pays out money after verification of signatures and customers balances.
Protects customers and the bank from fraudulent activity including counterfeit checks, unfair, deceptive, and abusive practices, and elder abuse.
Process transactions such as night and ATM deposits, IRA and HSA contributions, loan and utility payments, and mail deposits.
Complete CTRs accurately and timely.
Balances cash drawer at mid-day and at the end of the shift, comparing totaled amounts to computer generated proof sheet, and reporting discrepancies as necessary.
Places holds on accounts as necessary according to Reg CC and bank procedures.
Prepares and verifies official checks.
Explains, promotes, or sells bank products and services that enhance the customers banking experience.
Assists bank personnel as needed or as directed by management.
Answering phones as necessary and providing telephone assistance to customers according to Synergy Banks telephone customer service standards.
Counts coins and currency.
Ensures that teller station is properly stocked with forms and supplies.
Reports any malfunctions of Teller terminals or equipment.
BALANCING PROTOCOL & RESPONSIBILITIES:
The responsibility of balancing is a priority of the Teller Floater I position. Every day, they are responsible for physically hand counting all the loose cash, strap cash, and coins to ensure the teller drawer, ATM, and cash vault all balance. Cheat sheets indicating the coin amounts in the vault are strictly prohibited in lieu of physically counting it daily. Trades must be done through Teller machines at the time the funds are given and received. There is no exception to this procedure.
If at any time during the day, the drawer is counted to balance, the cash count is to be printed and placed in the work bin. At the end of the workday, a clear screen must be used to balance the drawer and physically count all monies. If a transaction is completed for a customer either during or after this count, again, a clear screen must be used, and all monies shall be physically recounted.
It is important to understand that if money is miscounted, and the drawer balances, then that is force balancing the drawer. This is grounds for disciplinary action. If a drawer is counted and found to be out of balance, a second employee must count that drawer as well. The count must agree with the initial count, and if not, a supervisor must count to verify accuracy. Outage entries must be run before the day can be closed. All Tellers must ensure that their transactions have been received by CSI before exiting their teller.
REQUIRED QUALIFICATIONS:
Social and emotional skills to adapt to different cultures and work settings as directed to work from each branch location.
Proficient in Microsoft Word and basic understanding of Microsoft Excel.
Ability to pay close attention to detail.
Ability to comprehend and analyze information to draw a conclusion.
Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations.
Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers.
Must always be looking for ways to help others.
Must be aware of the actions and reactions of others and respond appropriately.
Must demonstrate persuasion and negotiation skills.
Must possess a general knowledge of bank products.
Ability to multi-task in a fast-paced work environment.
Ability to organize and prioritize daily tasks.
Ability to present a business professional appearance.
Must have reliable transportation to commute to and from any branch.
EDUCATION AND EXPERIENCE REQUIRED:
Minimum of 6 months in customer service.
Previous cash handling experience.
High School Diploma or GED equivalent.
EDUCATION AND EXPERIENCE PREFERRED:
Previous Teller experience.
Retail sales experience.
Associates or higher in Business or related area of study.
COMMUNICATION:
Must be able to provide information to supervisors and co-workers both verbally and in written format.
PHYSICAL REQUIREMENTS:
Ability to adapt to a flexible work schedule at both the Livonia and New Roads branches, which will generally consist of 40 hours of work per week. They will need to make themselves available Monday Friday from 07:30 am 06:00 pm. OR Ability to adapt to a flexible work schedule at any branch, which will generally consist of 40 hours of work per week. They will need to make themselves available Monday Friday from 07:30 am 06:00 pm and Saturday from 08:45 am 12:15 pm. The various branches include Main, Tunnel, East Houma, Gray, South Acadia, and Thibodaux.
In instances of critical staffing shortages, we may ask you to work from a different branch location.
Must be able to stand or stand/walk for up to 4 hours at a time without the opportunity to sit down or get off his/her feet.
Must be able to interact with the public utilizing various methods of communication.
Must exhibit proper dexterity with both hands and digits as counting currency is a frequent request throughout the workday.
Ability to work over the head while lifting up ten pounds simultaneously for short periods of time throughout the workday.
Must be able to properly distinguish colors of Farnsworth lantern test to accurately work drive through station(s).
Employee may be required to squat multiple times and remain in that position for short periods of time while searching and/or reaching for supplies at ground level. This could occur as few or as many times as necessary to accomplish the requested task.
Must be able to lift and carry approximately 40-50 pounds multiple times throughout the day.
MENTAL REQUIREMENTS:
Must have the attention span to stay alert and attentive during a normal 8-10 hour workday.
The Teller Floater I must be able to make sound, quick decisions based on the facts of a situation and remain calm and in control in a possible ever-changing environment or an emergency.
Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
Physical and cognitive ability to perform the essential duties and functions of his/her job.
SUPERVISOR: Head Teller
POSITION SUMMARY: The Teller Floater I accepts negotiable items and transaction requests from customers, records activity on customer accounts, and distributes or deposits money accordingly. He or She performs every transaction accurately with a friendly and inviting personality while promoting applicable bank products.
POSITION RESPONSIBILITIES
General Job Functions
Provides the Synergy Bank standard of excellence in customer service.
Maintains honesty and the highest level of ethical standards.
Receives cash and/or checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals; pays out money after verification of signatures and customers balances.
Protects customers and the bank from fraudulent activity including counterfeit checks, unfair, deceptive, and abusive practices, and elder abuse.
Process transactions such as night and ATM deposits, IRA and HSA contributions, loan and utility payments, and mail deposits.
Complete CTRs accurately and timely.
Balances cash drawer at mid-day and at the end of the shift, comparing totaled amounts to computer generated proof sheet, and reporting discrepancies as necessary.
Places holds on accounts as necessary according to Reg CC and bank procedures.
Prepares and verifies official checks.
Explains, promotes, or sells bank products and services that enhance the customers banking experience.
Assists bank personnel as needed or as directed by management.
Answering phones as necessary and providing telephone assistance to customers according to Synergy Banks telephone customer service standards.
Counts coins and currency.
Ensures that teller station is properly stocked with forms and supplies.
Reports any malfunctions of Teller terminals or equipment.
BALANCING PROTOCOL & RESPONSIBILITIES:
The responsibility of balancing is a priority of the Teller Floater I position. Every day, they are responsible for physically hand counting all the loose cash, strap cash, and coins to ensure the teller drawer, ATM, and cash vault all balance. Cheat sheets indicating the coin amounts in the vault are strictly prohibited in lieu of physically counting it daily. Trades must be done through Teller machines at the time the funds are given and received. There is no exception to this procedure.
If at any time during the day, the drawer is counted to balance, the cash count is to be printed and placed in the work bin. At the end of the workday, a clear screen must be used to balance the drawer and physically count all monies. If a transaction is completed for a customer either during or after this count, again, a clear screen must be used, and all monies shall be physically recounted.
It is important to understand that if money is miscounted, and the drawer balances, then that is force balancing the drawer. This is grounds for disciplinary action. If a drawer is counted and found to be out of balance, a second employee must count that drawer as well. The count must agree with the initial count, and if not, a supervisor must count to verify accuracy. Outage entries must be run before the day can be closed. All Tellers must ensure that their transactions have been received by CSI before exiting their teller.
REQUIRED QUALIFICATIONS:
Social and emotional skills to adapt to different cultures and work settings as directed to work from each branch location.
Proficient in Microsoft Word and basic understanding of Microsoft Excel.
Ability to pay close attention to detail.
Ability to comprehend and analyze information to draw a conclusion.
Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations.
Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers.
Must always be looking for ways to help others.
Must be aware of the actions and reactions of others and respond appropriately.
Must demonstrate persuasion and negotiation skills.
Must possess a general knowledge of bank products.
Ability to multi-task in a fast-paced work environment.
Ability to organize and prioritize daily tasks.
Ability to present a business professional appearance.
Must have reliable transportation to commute to and from any branch.
EDUCATION AND EXPERIENCE REQUIRED:
Minimum of 6 months in customer service.
Previous cash handling experience.
High School Diploma or GED equivalent.
EDUCATION AND EXPERIENCE PREFERRED:
Previous Teller experience.
Retail sales experience.
Associates or higher in Business or related area of study.
COMMUNICATION:
Must be able to provide information to supervisors and co-workers both verbally and in written format.
PHYSICAL REQUIREMENTS:
Ability to adapt to a flexible work schedule at both the Livonia and New Roads branches, which will generally consist of 40 hours of work per week. They will need to make themselves available Monday Friday from 07:30 am 06:00 pm. OR Ability to adapt to a flexible work schedule at any branch, which will generally consist of 40 hours of work per week. They will need to make themselves available Monday Friday from 07:30 am 06:00 pm and Saturday from 08:45 am 12:15 pm. The various branches include Main, Tunnel, East Houma, Gray, South Acadia, and Thibodaux.
In instances of critical staffing shortages, we may ask you to work from a different branch location.
Must be able to stand or stand/walk for up to 4 hours at a time without the opportunity to sit down or get off his/her feet.
Must be able to interact with the public utilizing various methods of communication.
Must exhibit proper dexterity with both hands and digits as counting currency is a frequent request throughout the workday.
Ability to work over the head while lifting up ten pounds simultaneously for short periods of time throughout the workday.
Must be able to properly distinguish colors of Farnsworth lantern test to accurately work drive through station(s).
Employee may be required to squat multiple times and remain in that position for short periods of time while searching and/or reaching for supplies at ground level. This could occur as few or as many times as necessary to accomplish the requested task.
Must be able to lift and carry approximately 40-50 pounds multiple times throughout the day.
MENTAL REQUIREMENTS:
Must have the attention span to stay alert and attentive during a normal 8-10 hour workday.
The Teller Floater I must be able to make sound, quick decisions based on the facts of a situation and remain calm and in control in a possible ever-changing environment or an emergency.
Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
Physical and cognitive ability to perform the essential duties and functions of his/her job.
