Teller, Customer Service​/HelpDesk

The Role

The Bank Teller is responsible for enhancing the customer experience through highly accurate transaction processing while knowledgeably and courteously answering customer questions regarding banking services. Follows bank policies, procedures and adheres to applicable government regulations.

The main branch office is:
Sacramento, CA 95816

• Provides excellent customer service by handling customer requests competently and courteously, including prompt acknowledgment of every customer.
• Understands the Bank’s product and service offerings and identifies customer financial needs and offers solutions by engaging the customer in an appropriate conversation and establishing rapport.
• Resolves customer questions and/or problems by making observations, listening and asking questions. Refers the customer to a supervisor or appropriate department.

• Accepts and processes deposits, night drop deposits, ATM deposits, loan payments, cashes checks and processes other transactions according to established procedures.
• Approves customer transactions in accordance with established authority levels/limits.
• Opens new accounts accurately following established procedures and obtains supporting documentation as required.
• Verifies cash received from vault and balances cash drawer daily. Performs various administrative duties such as filing, answering phones, ordering supplies and maintaining work areas in a neat, orderly and professional manner.
• Assists the Banking Center Manager and / or Operations Supervisor in completing Branch Certifications.
• Reviews NSFOD report in the absence of the Banking Center Manager and/ or Operations Supervisor.
• Carries out supervisory duties in accordance with established policies and procedures in the absence of the Banking Center Manager and/or Operations Supervisor.
• Approves other teller’s transactions up to the assigned limit.
• Assists customers in resolving complex issues.

• Maintains current knowledge of branch operations, bank products and services and applicable regulations. Operates in compliance with operational regulations and security policies and procedures.
• Reviews and approves Regulation CC holds for other BSSs in the branch.
• Reviews and approves CTRs and OFAC reports for the branch.

• The responsibilities listed describe the general nature of the role and are not an exhaustive list of all duties, responsibilities or skills required.
• Support and promote the Bank’s vision, mission, core values, organizational structure, policies and procedures.
• Performs a variety of account maintenance duties including new account opening. Balances daily transactions and verifies cash totals.
• Must have excellent analysis, observation and decision‑making skills.
• Individuals should be able to work under high pressure situations and a stressful atmosphere and should remain composed.
• High degree of accuracy. Strong organizational skills; able to manage priorities and workflow.
• Must be able to work flexible hours, as scheduled and Monday through Saturday, work at any of the bank’s locations, as needed.

• Education:
  
  High school diploma or general education degree (GED).
• Minimum 1 year cash handling and customer service experience.
• Excellent customer service, communication, interpersonal and problem‑solving skills. Proficient in the use of personal computers and related software. Ability to work varied days/hours as business dictates.
• Ability to work independently and as a team member.
• Professional work attire in the office environment.
• Able to communicate with people at all levels and various backgrounds.
• In addition to English, bilingual proficiency in Spanish and/or Punjabi is a plus.

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!