What are the responsibilities and job description for the Teller: Part-Time position at UP Branding?
Summary:
As a Teller, you will provide assistance to customers that will ensure continued business and enhance the value of their relationship with United Prairie.
Essential Functions:
- Help identify the customer’s financial needs.
- Recommend United Prairie Bank products and services when it would serve a customer’s financial need.
- Refer customers to the Insurance Agency or Financial Network when those services would be of benefit to the customer.
- Greet clients, answer the telephone, open & distribute mail.
- Process teller transactions (deposits, withdrawals, accept payments) and manage a cash drawer.
- Assist the frontline tasks as assigned by management.
- Follow all compliance and regulatory requirements for the financial services industry.
- Recognize any suspicious behavior and have the ability to make decisions on when to consult higher management on any transactions.
- Abide by all policies, procedures and regulations of United Prairie
- Review, acknowledge and comply with all end user security requirements stated in the Information Security – End User Policy and Statement of Understanding
- Utilize all communication tools available including, but not limited to; the company intranet, email, and instant messaging
- Any and all other duties as assigned by your supervisor and/or management
Work Environment:
This job operates in a clerical, office setting. This role routinely uses standard office equipment, such as computers with MS Office, phones, photo copier/fax/scanning machine.
Physical Demands:
- This position requires manual dexterity, the ability to lift files and open file cabinets. This position requires bending, stooping, or standing as necessary.
- This is a largely sedentary role.
- Ability to lift a minimum of 20 pounds.
- Multi-lingual capabilities are a plus. Read, write, speak and understand English is required.
- Accommodation may be made for the above requirements, when it does not place an undue hardship on the Company.
Travel:
- Occasional day travel may be required for training and/or meeting purposes.
Education:
- High School diploma or GED required
- Bachelor’s Degree preferred
Work Experience:
- 1-3 years of experience in sales and customer service
- 1 or more years of related experience in a financial services industry preferred
- Experience working in a team environment
Competencies:
- Achievement Orientation - Being persistent and showing perseverance on achieving concrete and tangible results out of personal responsibility; getting optimum results from situations; being ready to take action and show tenacity in case of obstacles or resistance.
- Continuous Learning - Actively and continuously gaining insight of strengths and weaknesses in order to identify the relevant areas that need further development (with regard to skills and knowledge) and acting upon it.
- Customer Focus - Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs and giving high priority to customer satisfaction and customer service.
- Problem Solving - Having the ability to identify problems and issues of varying complexities and to find effective solutions with few guidelines.
- Teamwork - Working as a productive member of a cohesive group toward a common goal and contributing to team development and effective team dynamics.