Teller I

Job Title: Teller I

About the Role

Provides prompt, efficient, and friendly services to clients. Performs a variety of tasks, including processing business and consumer transactions, with potential for significant cash handling.

Key Responsibilities

• Accurately process debit and credit transactions in compliance with established policies and procedures, maintaining an acceptable balance record.
• Respond to client needs and inquiries in a courteous and friendly manner.
• Perform minor account maintenance tasks as trained and assigned, including address changes, debit card maintenance, and check ordering.
• Refer customers to internal experts when additional financial goals and needs are recognized.
• Educate clients on bank technology, such as mobile and online banking, ATM, and ITM.
• Assist branch and fellow team members by achieving goals and sharing responsibility for daily tasks.
• Ensure safe and sound banking practices, adhering to all applicable laws and regulations.
• Assist in opening and closing the branch, following procedures set by corporate security.
• Perform other miscellaneous duties as assigned.

Requirements & Tech Stack

• Computer Skills: Proficient in operating a personal computer, including Microsoft Word and Excel. Familiarity with Google Suite and IBS.
• Software: Experience with Salesforce is a plus.

Qualifications

• Education: High School diploma or equivalent required.
• Experience: Customer service experience required. One year of cash handling experience preferred. Experience working in an environment with individual and team goals preferred.
• Skills:
• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sell products and services.
• Ability to maintain confidentiality of client transactions and bank records.
• Team-oriented, possess a positive attitude, and work well with others.
• Strong oral and written communication skills.
• Ability to operate standard office equipment, such as computer workstations, calculators, and copiers.
• Ability to prioritize, handle multiple tasks, and work independently.
• Strong organizational skills and detail-oriented with a high degree of accuracy.
• Willingness to travel to other locations as necessary for branch coverage.

Supervisory Responsibilities

• None