Teller​/Accounts Representative

About The Role

Are you a customer service and sales extraordinaire? Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience. The primary responsibilities of a Teller/New Account Representative are to process customer transactions accurately and effectively, open various types of accounts including personal and business accounts, maintain existing accounts, and deliver exceptional customer service.

A New Account Representative must be an expert in the products and services offered by Bank of the San Juans. This role plays a key part in promoting Bank of the San Juans’ Core Values and building lasting, reliable customer relationships. In addition to ensuring compliance with all banking regulations, policies, and procedures,
Our Customer Service Team is the face of our company, and our strongest champions of our Core Values: Honesty and Integrity, Service to the Customer, Teamwork, Respect for the Individual, and Giving to the Communities We Serve.

The salary range for this position is $17.50-$19.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

If you want to ACHIEVE YOUR DREAMS and help others in ACHIEVING THEIR DREAMS come and join our team.

Bank Happy. Work Happy. Right Here.

• Teller Functions:
  • Accurately perform a variety of teller transactions; including but not limited to cashing checks, processing withdrawals and deposits, issuing cashier checks, and change orders.
  • Knows and maintains cash drawer limit.
  • Knows how to properly /Verify customers.
  • Have a strong understanding of bank products and services and be able to accurately present bank products and services to customers.
  • Promote High Performance Growth and all that it entails.
  • Assist customers with non-transactional needs/requests and answer incoming calls.
  • Ability to balance teller drawer, cash vault, coin machine and Teller Cash Recycler (TCR).
  • Open and/or close the branch daily as scheduled.
• New Account Functions:
  • Provide a wide range of customer services related to account management, including opening, closing, and maintaining various business and personal account types such as:
    Checking, Savings, Money Market, Individual Retirement Accounts, Health Savings Accounts, Certificates of Deposit, and Safe Deposit Boxes.
  • Clearly and thoroughly review all New Account Disclosures with customers to ensure understanding.
  • Prepare new or updated account documents, obtain authorizing signatures, and scan completed documents in allotted timeframe.
  • Perform Customer Information File (CIF) and Account Maintenance.
  • Respond confidently to inquiries about FDIC insurance coverage and advise customers on ways to maximize their insured limits.
  • Maintain a strong understanding of the bank’s products and services and confidently present them to customers. Leverage every customer interaction as an opportunity to recommend additional products or services that align with their needs and provide added value.
  • Have a basic understanding of E-banking, Cash Management, and Merchant Services.
  • Have a basic understanding of loan products offered and who services those loan products.
  • Complete Position Development Plans (PDP) milestones as required for advancement.

• Demonstrates and understands importance of clean desk policy, customer confidentiality, and locking workstation.
• Knows when dual control is necessary and demonstrates dual control appropriately from start to finish.
• Reads Account and customer alert messages every time and understands the importance of doing so.
• Responsible for being vigilant and watching for fraud that could adversely affect the bank and bank customers.

• Adhere to Bank of the San Juans Company Core Values.
• Adhere to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.
• Responsible for the timely completion of all required…