Teller III

Essential Duties and Responsibilities

• Ensures the Branch Certification Binder is completed each month as required and outlined in the Retail Operations Manual.
• Handles or provide assistance to other tellers with unusual transactions and answering difficult customer inquiries.
• Provides supervisory overrides for unusual or more difficult transactions.
• Reviews and approves large deposits.
• Provides input or assistance with branch staff meetings.
• Observes tellers to ensure the desired levels of customer service are being met in accordance with branch policies and objectives.
• Assumes all duties and responsibilities of the Branch Operations Manager when he/she is out of the branch.
• Schedules surprise cash counts within the branch.
• Coaches staff with building customer relationships.
• Utilizes the Connections software for recommendations and referrals.
• Attends required training, meetings, conference calls and provide information received to branch staff as appropriate.
• Provides excellent customer service to all customers and participates in creating a positive work environment.
• Is knowledgeable of all bank products and services and trains staff accordingly.
• Follows all bank policies and procedures.
• Processes a variety of routine checking and savings deposits and withdrawals with little or no supervision in accordance with prescribed limits set on the Teller/CSR Authority Card.
• Orders checks for customers.
• Initiates, reviews and approves wire transfer requests and foreign currency transactions.
• Issues and/or signs money orders, bank checks and cashier’s checks in accordance with proper procedures.
• Redeems S. Savings Bonds and processes cash advances.
• Receives mortgage, consumer and other loan payments and ensures the payments match balances due.
• Places holds on accounts when required.
• Answers customer questions in regards to research or problem resolution.
• Processes mail transactions and night deposit bags.
• Balances cash drawer at the end of the shift and compares totaled amounts to compute generated proof sheet. Reports any discrepancies to supervisor.
• Ensures teller stations are organized, clean and stocked with necessary forms and supplies.
• Orders supplies.
• Answers emails and phone calls coming into the branch.
• Complies with bank audit requirements.
• Complies with all employment laws and regulations as they pertain to staff.
• Performs all job duties and maintain compliance with all banking acts, laws and regulations, and to ensure staff has the training and resources to perform duties to maintain compliance with such acts, laws and regulations.

Non-Essential Duties and Responsibilities

• Backup CSR responsibilities.
• Performs vault duties such as ordering/shipping currency and coin and distributing money to tellers.
• May be assigned branch security duties.
• Completes action plans for operations staff and provides ongoing coaching.
• Provides feedback for performance evaluations.

Supervisory Responsibilities

Carry out supervisory responsibilities in accordance with Bank policies and applicable laws.  Responsibilities include interviewing, selection of staff and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications Required

(Required education may be satisfied by experience and/or working knowledge)

High School diploma or equivalent.  Must possess a valid driver’s license as some travel to and from branches may be required (Rovers).  At least two years of banking experience to include cash handling. One year of experience supervising staff.