Teller, Finance & Banking

Overview

The Teller is the primary point of contact for customers visiting the branch to conduct transactions.

They efficiently and effectively handle customer inquiries, transactions, and issues while pursuing relationship growth and cross‑selling of additional services.

• Promotes and maintains positive relations with all contacts, customers and potential customers.
• Complies with all department and company policies and procedures.
• Contributes to the fulfillment of department and company objectives and goals.
• Performs as a team member in allocating and coordinating the workflow.
• Trains new employees and answers co‑worker questions as needed.
• May be involved in ordering, receiving, verifying, and distributing cash.
• Operates a teller window to serve the bank's customers by:
• • (a) Accepting retail and/or commercial deposits, verifying cash and endorsements and giving customers their receipts.
  • (b) Identifying customers and cashing checks, or referring customers to an officer for authorization to cash checks.
  • (c) Balancing cash daily.
  • (d) Accepting payments for all loan transactions.
  • (e) May be responsible for bank opening/closing.
• Opens and closes the vault.
• Promotes the bank's products and services; consistently cross‑sell bank products at every opportunity.
• Makes a concentrated effort to solve customer problems and identifies and responds to customers’ needs effectively.
• Follows teller over/short policy.
• Processes daily work through branch capture.
• Sends transport monitor to ITI.
• Processes adjustments in branch capture as needed.
• Consistently meets or exceeds productivity and quality standards.
• Maintains a position of trust and responsibility by keeping all customer business confidential.
• Assists customers by sharing and setting up self‑service options to access their accounts 24/7.
• Responsible for making sure that teller cash box limits are always followed.
• Other duties as assigned.

• High School diploma or general education degree (GED), or equivalent required.
• Previous Teller, cash handling, sales or customer service experience required.
• Prior banking experience preferred.
• Excellent verbal, written, and interpersonal communication skills.
• Bilingual – English/Spanish preferred.
• Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills.
• Strong computer skills and the ability to learn and utilize custom banking systems and applications.
• Must be versatile and have a willingness to assist and perform duties with enthusiasm.
• Ability to be flexible and adjust to changing schedules.
• Must be self‑motivated with strong initiative, high level of accountability, and attention to detail.
• Must comply with established security and control standards; always maintain accountability and control of cash.
• Must have a strong desire and ability to influence, educate, and connect customers to technology.
• Ability to work well in a team environment with the ability to interact well, and in a positive manner, with co‑workers and management.

All employees of Vantage Bank must comply with the terms of the Bank Secrecy Act (BSA) Policy upon acceptance of this position. The employee is responsible for taking required BSA training modules and adhering to the BSA, Anti‑Money Laundering and Office of Foreign Asset Control Policy.

EOE/M/F/D/V.