Teller, Finance & Banking

Responsibilities

• Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment.
• Accurately and efficiently process and record transactions for Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, and conducting money transfers.
• Understand and comply with loss control measures by maintaining cash drawer within prescribed limits.
• Verify and balance cash drawer daily.
• Assist in identifying cash offages.
• Engage with customers by exploring their needs and offering Bank products and/or services that are in the best interest of the customer.
• Recognize and identify cross-selling opportunities and refer customers to the appropriate business unit for additional products and services.
• Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts.
• Demonstrate sound risk management in decision making, including displaying solid knowledge of guidelines for fraud prevention and robbery.
• Actively contribute to meeting branch business goals, as well as individual sales and customer service goals, by attending sales training and meetings and incorporating sales program initiatives.
• Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
• May be assigned vault balancing responsibilities.
• Assist others in the department or facility as needed and/or directed.
• Other miscellaneous duties as assigned.