Teller-Customer Service Representative

Teller Duty Summary

The position of Teller is responsible for performing routine branch and customer services duties; accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository duties; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

• Successful completion of internal Teller Training class as well as any and all other training requirements.
• Meets Quarterly Teller Expectations.
• Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issuing receipts.
• Cashes checks, savings withdrawals, makes cash advances and processes credit card payments; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; verifies availability of funds; makes decisions when questionable items are presented for cashing.
• Operates personal computer and transaction scanner to process account activity, determine balances, and resolve problems within given authority.
• Operates drive thru teller equipment & reports malfunctions of equipment as directed.
• Issues official checks & money orders within guidelines.
• Redeems U.S. Savings bonds within guidelines.
• Performs night depository duties; logs bags; processes deposits; makes change orders; issues receipts and returns bags to customers.
• Cross-sells the Bank’s other products and services, referring customers to appropriate staff as indicated.
• Performs safe deposit duties by controlling access and assisting customers.
• Receives and processes stop payment and hold orders.
• Accepts loan and installment payments.
• Properly counts, verifies, and packages coin and currency; balances cash drawer daily and verifies cash being returned to the vault.
• Able to recognize and identify counterfeit cash, foreign currency; legal and illegal documents and follows guidelines in responding to such.
• Performs official notary duties upon completion of becoming a Notary Public for the State of Indiana.
• Provides effective customer service and assists in resolving problems within given authority.
• Records, files, scans documents, updates information, prepares wire transfers and sorts mail or reports as required.
• Answers telephones and directs callers to proper Bank personnel.
• May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.).
• Processes address changes, check and deposit slip orders, ATM deposits, incoming and outgoing wires, incoming and outgoing collections, change orders and deposit slip corrections.
• May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
• Cross-train in Customer Service Representative duties & perform duties as needed.
• Types routine letters, reports and forms.
• Maintains files, copies, scans and faxes documents, and orders and distributes supplies.
• Able to work in both lobby and drive thru areas and well as filling in at other branches when necessary.

• Successful completion of internal Teller Training class as well as any and all other training requirements.
• Meets Quarterly Teller Expectations.
• Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issuing receipts.
• Cashes checks, savings withdrawals, makes cash advances and processes credit card payments; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; verifies availability of funds; makes decisions when questionable items are presented for cashing.
• Operates personal computer and transaction scanner to process account activity, determine balances, and resolve problems within given authority.
• Operates drive thru teller equipment & reports malfunctions of equipment as directed.
• Issues official checks & money orders within guidelines.
• Redeems U.S. Savings bonds within guidelines.
• Performs night depository duties; logs bags; processes deposits; makes change orders; issues receipts and returns…