Teller

Description

As a Teller you are responsible for processing client transactions, maintains, and balances a cash drawer, coin machine, and/or vault, and identifies the needs of clients while referring appropriate Bank products and/or services.  Understands and completes job responsibilities in accordance with federal and state regulations. 

Essential Functions:

Teller Operations 70%

• Assists clients in person and on the phone while following the Banks service standards
• Processes client transactions while adhering to Teller procedures and policies
• Maintains and balances cash drawer, coin machine, and/or vault on a daily basis

Sales 20%

• Suggests products and services that best meet clients’ needs
• Refers clients to the proper co-worker for banking assistance
• Tracks client pipelines and referral solutions

Additional Duties and Responsibilities 10%

• Provides access to safe deposit boxes
• Performs opening and/or closing procedures for the bank 
• Maintains equipment as needed
• Assists and/or backs-up Senior Teller
• Assist other departments as needed 
• Attends required department meetings
• Other job related duties necessary to carry out the responsibilities of this position
• Participates in internal and external training and development opportunities as required 
  

Requirements

Work Relationships and Scope:
Works closely with other Tellers in rotation of duties and locations.  Works regularly with clients and co-workers.  Has occasional contact with suppliers, regulatory agencies and personnel.  Works regularly with highly confidential business and client information.  Occasionally participates in bank committees and events.

Performance Dimensions:
Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; accuracy of daily balancing; client satisfaction with services provided; keeps Bank and client information confidential.  Understands bank policies and procedures and applicable state and federal regulations.  Effectively communicates and develops good working relationships with all co-workers and clients; demonstrates friendly and helpful approach and attitude toward internal and external clients; honesty and integrity in all client and co-worker communications; professional workplace appearance and conduct; reliability in reporting to work regularly and on time.  Stays current in field and utilizes that information where practical; participates in training and appropriate professional development.  Utilizes knowledge of bank products and services to effectively refer solutions.  Demonstrates professionalism, commitment to the job, and loyalty to the Bank.

Knowledge, Skills and Abilities:
High school diploma or equivalent required.  Customer service related, cash handling, and banking experience preferred.  Must possess courteous and professional customer service attitude; excellent verbal communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information.  Must possess solid computer skills; technical ability to input and retrieve computerized information; solid mathematical skills up to and including decimals; strong balancing skills; legible handwriting.  Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and research skills.  

Working Conditions:
Work is performed largely in an office environment with minimal chance for personal injury.  Regular contact with clients and co-workers.  Occasional out-of-town travel (air or auto) may be required for business and education.  Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required.  Occasional use of telephone.  Frequent repetitive use of keyboard for approximately 75% of shift; frequent repetitive counting and grasping of currency. Requires ability to receive and provide detailed information through verbal communication.  Requires near-, mid-range, and far vision; field of vision.  Will alternate sitting, standing, and walking throughout work shift.  Bend, stoop, turn, lift and carry up to 50 pounds of currency, documents, or office supplies. Occasionally push up to 300 pounds of coin.  Occasional exposure to noise associated with drive-up equipment.  Occasional exposure to significant work pace.  Work is performed generally during regular business hours with minimal expectation of overtime.  

Equipment Used:
Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software.  Operates on the Silverlake core banking system.  Utilizes a variety of office equipment including computer printer, ten-key calculator, fax, copy machine, check encoding machine, credit card machine, cash/coin counting machines, drive-up equipment, and multi-line telephone.  Occasionally operates vault, alarm system and money cart.

EEO/AA Employer/Vets/Disability