What are the responsibilities and job description for the Universal Banker/Teller position at PTR?
PTR STAFFING 951-319-5573
Position: Universal Banker/Teller Location: Fresno CA
Hourly: $16/hr. - $20/hr. (DOE) Benefits: Medical / Dental / Vision / 401k
Employee Status: Direct Hire / Fulltime Degree: HS Diploma; Bachelor’s degree preferred
Hours/Shift: 8am – 5pm Industry: Banking
Universal Banker/Teller: Responsible for accurately and efficiently perform branch customer service and operational duties such as processing retail and commercial deposits, withdrawals, wire transfers, and loan payments. This position also promotes business for the Bank by maintaining good customer relations and referring customers to additional Bank products.
Responsibilities
- Receives retail and commercial deposits and withdrawals; verifies necessary authorization documents and proper form, makes decisions when questionable items are presented, performs duties within authorized limits.
- Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
- Operates computer terminal to process transactions, review account activity, determine balances, and resolve problems within given authority.
- Issues official checks, traveler’s checks and savings bond applications.
- Assists with issuing official checks and performing night depository duties.
- Cross-sells the Bank’s other products and services, referring customers to appropriate staff as indicated.
- Performs safe deposit duties by controlling access and assisting customers.
- Receives and processes stop payment and hold orders, accepts loan and installment payments.
- Balances cash drawer daily and verifies cash being returned to the vault.
- Provides effective customer service and assists in resolving problems within given authority.
- Records, files, updates information, prepares wire transfers and sorts mail or reports as required.
- Answers telephones and directs callers to proper Bank personnel.
- May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
- Processes FICA payments, ATM deposits, certifications, change orders and deposit slip corrections.
- May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
- Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
- Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
Qualifications
- High school diploma or general education degree (GED) required; Bachelor’s degree preferred.
- 2 years Customer Service (Required) and 1 year Banking (Preferred)
- 1-2 years Cash Handling (Required) and/or customer service experience preferred.
- Computer skills; mainframe computer system; word processing and spreadsheet software.
- Math skills; calculate interest and balance accounts; common fractions and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
- Effective oral, written, and interpersonal communication skills with the ability to carry out instructions, interpret documents, understand procedures, and write reports and correspondence.
- Ability to deal with routine problems, good organizational and time management skills.
- Ability to work with general supervision while performing duties.
- Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Job Type: Full-time
Pay: $16.00 - $20.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
COVID-19 considerations:
Must be fully vaccinated by start date
Education:
- Bachelor's (Preferred)
Experience:
- Cash handling: 4 years (Preferred)
- math skills, calculate interest and balance accounts: 1 year (Preferred)
- computer system, word processing, and spreadsheet software: 1 year (Preferred)
- Customer service: 4 years (Preferred)
- Banking, deposits, withdrawals: 3 years (Required)
Work Location: One location