Teller I

Job Title: Float Teller

Department: Retail Banking

Reports To: AVP, Branch Manager

FLSA Status: Non-Exempt (Hourly)

Summary:

This position is primarily responsible for receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions by performing the following duties. The Float Teller is also responsible for meeting the needs of customers and providing quality service. The Float Teller will work with the Retail Banking team, at all locations, in attaining branch goals and constantly striving to improve the profitability of each branch.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Greeting customers in a friendly and professional manner
• Process deposits, withdrawals and other financial transactions for accuracy
• Providing customers with information on products and services offered by the bank
• Assisting customers with account inquiries and problem resolution
• Adhering to all bank policies and procedures as well as regulatory requirements
• Maintaining a clean and organizing work area including lobby area
• Collaborating with other bank employees to ensure excellent customer service
• Participate in training and development opportunities to enhance job knowledge and skills
• Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
• Cash handling and balance cash drawers and calculate daily transactions using computers.
• Answer basic customer service inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
• Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
• Receive and count daily inventories of cash and coins.
• Prepare and verify cashier's checks.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Maintain customer lobby by periodically stocking waters and teas, straightening-up lounge area and making coffee.
• Ensure operational integrity through compliance with all policies, procedures and regulations.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty 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 the essential functions.

• Experience: One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.
• Proficient in Microsoft Outlook, Word, Excel.
• Knowledge of Jack Henry SilverLake preferred.
• Knowledge of Salesforce
• Basic understanding of mathematics.
• Preferred cash handling experience.
• Strong oral and written communication skills, including proper phone etiquette.
• Strong problem-solving skills and the ability to use sound judgment when issues arise.
• Strong attention to detail.
• Display a highly professional image.
• Maintain a high level of personal integrity and confidentiality.
• Valid Driver’s License and ability to travel to other branch locations as needed.
• Ability to proactively assist customers and build relationships.
• Ability to genuinely engage customers in conversation while providing excellent customer service.
• Ability to actively listen by giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of principles and methods for showing, promoting, and selling bank products or services. This includes marketing strategy and tactics, product demonstration and sales techniques.

Supervisory Responsibilities

This position has no supervisory duties.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; and stoop. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Equal Opportunity Employer

Evergreen Bank Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, gender, sexual orientation, gender identity, national origin, veteran status, or disability.

Federal Deposit Insurance Corporation

Evergreen Bank Group is Member FDIC