Address
Form of workJob Description
Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment.
Accurately and efficiently process and record transactions for Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, and conducting money transfers.
Understand and comply with loss control measures by maintaining cash drawer within prescribed limits.
Verify and balance cash drawer daily. Assist in identifying cash offages.
Engage with customers by exploring their needs and offering Bank products and/or services that are in the best interest of the customer. Recognize and identify cross-selling opportunities and refer customers to the appropriate business unit for additional products and services.
Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts.
Demonstrate sound risk management in decision making, including displaying solid knowledge of guidelines for fraud prevention and robbery.
Actively contribute to meeting branch business goals, as well as individual sales and customer service goals, by attending sales training and meetings and incorporating sales program initiatives.
Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Supervisory Responsibilities
Train new Tellers and provide ongoing training and coaching to existing Teller staff related to balancing, transaction errors, customer service, operations/compliance issues, attendance, company values, and teamwork. Identify areas where additional coaching and training are needed and ensure appropriate coaching and/or training is provided.
Assign duties and work schedules to ensure efficient functioning of the department.
Conduct complex teller transactions and answer difficult customer questions.
Review and approve Teller transactions within established approval limits.
Assist Tellers in locating cash discrepancies.
Provide leadership in the achievement of branch and individual sales goals. Conduct daily huddles with Teller staff and assist Retail Branch Manager with weekly sales meetings.
May be involved with the recruitment and selection of qualified Tellers and performance reviews, discipline, promotion, transfers, and termination of staff when appropriate.
Requirements
Education and/or Experience
High school diploma or equivalent
At least one year of teller or cash handling experience
Previous customer service experience preferred
Previous sales experience preferred
Knowledge of bank accounts and services, policies and procedures, and regulations preferred
Experience with banking software preferred
Computer and Equipment Skills
Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voicemail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, remote capture machine, and security devices.
Knowledge of spreadsheet and word processing software preferred
Communication Skills
Ability to read, write, and speak English
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Strong sales, interpersonal, and communication skills.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent
Ability to accurately and efficiently count, receive, and disburse cash
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment.
Accurately and efficiently process and record transactions for Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, and conducting money transfers.
Understand and comply with loss control measures by maintaining cash drawer within prescribed limits.
Verify and balance cash drawer daily. Assist in identifying cash offages.
Engage with customers by exploring their needs and offering Bank products and/or services that are in the best interest of the customer. Recognize and identify cross-selling opportunities and refer customers to the appropriate business unit for additional products and services.
Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts.
Demonstrate sound risk management in decision making, including displaying solid knowledge of guidelines for fraud prevention and robbery.
Actively contribute to meeting branch business goals, as well as individual sales and customer service goals, by attending sales training and meetings and incorporating sales program initiatives.
Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Supervisory Responsibilities
Train new Tellers and provide ongoing training and coaching to existing Teller staff related to balancing, transaction errors, customer service, operations/compliance issues, attendance, company values, and teamwork. Identify areas where additional coaching and training are needed and ensure appropriate coaching and/or training is provided.
Assign duties and work schedules to ensure efficient functioning of the department.
Conduct complex teller transactions and answer difficult customer questions.
Review and approve Teller transactions within established approval limits.
Assist Tellers in locating cash discrepancies.
Provide leadership in the achievement of branch and individual sales goals. Conduct daily huddles with Teller staff and assist Retail Branch Manager with weekly sales meetings.
May be involved with the recruitment and selection of qualified Tellers and performance reviews, discipline, promotion, transfers, and termination of staff when appropriate.
Requirements
Education and/or Experience
High school diploma or equivalent
At least one year of teller or cash handling experience
Previous customer service experience preferred
Previous sales experience preferred
Knowledge of bank accounts and services, policies and procedures, and regulations preferred
Experience with banking software preferred
Computer and Equipment Skills
Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voicemail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, remote capture machine, and security devices.
Knowledge of spreadsheet and word processing software preferred
Communication Skills
Ability to read, write, and speak English
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Strong sales, interpersonal, and communication skills.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent
Ability to accurately and efficiently count, receive, and disburse cash
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
