Teller

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Date : Aug 28, 2024 Location :

Miami, FL, US, 33166

display : inline; Company : Popular Workplace Type : On-site

Teller

Doral FL

The Teller position is primarily responsible for the accurate processing of paying and receiving transactions while providing courteous, timely, and informative service to ensure that the customer feels completely satisfied.

Emphasis is placed on identifying clients’ needs and ensuring customers receive a positive impression of the organization.

In this position, you will :

Operations

• Effectively execute teller banking transactions in accordance with Popular’s policies and procedures and in adherence to legal and regulatory requirements
• Process payment and receipt of transactions for all product types and services accurately, courteously, and in accordance with established policies and procedures
• Reference the client by name in all transactions to provide personalized service
• Maintain minimum amount of cash in teller’s area and ensure cash is secured according to policies, security / safety measures
• Re-stock and balance assigned cash drawer, ATM(s), cash recycler(s), vault(s) as required
• Assist in the processing of night depository bags and currency, and ATM settlements as required
• Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits

Sales

• Work with branch manager and supervisor to attain or exceed individual goals
• Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial life priorities in order to deepen customer relationship and refer the products / services that are most appropriate for their situation
• Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results
• Educate clients on self-service capabilities and encourage use of digital service channels / banking options (, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.)
• Interact and work closely with the management team to stay abreast of any new developments and initiatives in the bank

Best in Class Customer Experience

• Promote environment of ongoing customer feedback and continuous improvement
• Effectively respond to customers requesting to update or close their accounts, determining reason for dissatisfaction, and offer possible alternatives;

Attentively listen to the customer to address any questions or problems the client may have; proactively prevent and resolve any customer problems or issues

Risk Management

• Support the management of compliance functions including reconciliations, audits (internal / external), reporting, controls, records management, opening / closing procedures, ensuring all security procedures are strictly adhered
• Promote the branch's active involvement within the community and report all CRA related activities to supervisor
• Proactively identify fraudulent or forged documentation and / or activity and report such activity to the respective supervisors
• Maintain confidentiality of customer information and adhere to bank policies and procedures at all times

Last updated : 2024-08-30