Client Teller Associate

Position Summary

The Client Teller Associate is responsible for delivering exceptional client experience by handling our clients’ financial transactions in our bank locations with accurate, timely, friendly, and professional results. This position will take a friendly, positive approach to the customer experience while maintaining high attention to detail.

• Client
  
  Experience:
  
  Deliver consistent professional, and courteous client experiences aligned with Unity Bank defined service standards protocol. Responsible for providing both in-person service and answering branch incoming phone calls. Handle customer requests and respond to inquiries promptly and professionally.
• Product Knowledge: Understand the Bank’s products and services to provide customized solutions for customers’ needs. Be a resource to clients by answering questions or directing them to the proper department for resolution services
• Transaction Standards: Accurately process a variety of client financial transactions within set processing time frames, including accurately disbursing cash, processing loan payments, scanning proof work and other documents, and accurately entering data into the banking software. Balance and manage cash and coin to ensure compliance with banking industry standards.
• Compliance and Quality Control: Ensure adherence to banking regulatory requirements, industry standards, internal policies, and procedures. Assist in branch audits and branch control reviews to ensure regulatory and procedural compliance.
• Training and Development: Actively participate in ongoing training programs to enhance product knowledge, customer service skills, and maintain an ongoing understanding of company policies and processes.
• Collaboration: Collaborate with cross-functional teams such as product development, marketing, and operations to ensure seamless coordination and alignment of customer operations with overall organizational goals to improve customer experience. Community Engagement

• High School Diploma or equivalent preferred
• One or more years of experience in customer service, cash handling, or retail experience preferred.
• Banking software, Outlook, Microsoft Office products experience preferred.
• Familiarity with bank regulatory and compliance standards preferred

Collaborative, trust-based, transparent, supportive, and comfortable community atmosphere. This position may include opportunities to travel across our footprint, working with customers, community members, and our Unity Team.

This position may require prolonged periods of sitting and/or standing at a desk and working on a computer.

Financial Institutions must adopt and comply with regulatory requirements. All employees of Unity Bank are required to comply with these standards and practices. Employees will be responsible for participation in training sessions for these regulatory compliance requirements. This will be offered through online sessions, department meetings, bank wide training, and other such media. In addition, compliance training that is specific to job responsibilities will be conducted.

Any employee that knowingly fails to comply with the requirements, as outlined in the Compliance Manual and the related guidelines may be subject to disciplinary action, up to and including termination of employment.

I have read this job description and fully understand the requirements set forth therein. I understand that this is to be used as a guide and that in our collaborative environment, this position may be asked to assist with and may be responsible for performing other duties.

I further understand that this job description does not constitute an employment contract with Unity Bank, nor should it be considered all-inclusive.