Teller, Finance & Banking

Summary:

Provide service to Bank customers by conducting transactions, assisting with inquiries, and resolving issues in a timely manner. In addition, through customer interactions, identify opportunities to cross-share Bank products and services with referrals to a platform employee or other Bank department.

Duties and Responsibilities:

Provide high quality service to every customer i.e. smile, greet, address by name, timely assistance, etc.

Develop working knowledge of bank products/services via training, Bank website, intranet information, meetings, etc.

Identify opportunities to cross-share Bank products/services and refer customers to a platform employee or appropriate Bank department.

Assist with customer account inquiries i.e. service charges, balances, account history, etc.

Refer customers to a platform employee for transactions or questions that cannot be addressed at the teller line Protect customer privacy and maintain confidentiality

Adhere to all Bank policies/procedures

Receive checking/savings deposits and withdrawals: verify cash, endorsements, identification, and issue receipts

Determine proper funds availability for checks cashed or deposited based on Bank and regulatory requirements

Complete Regulation CC Holds, as needed

Redeem U.S. Savings Bonds Issue money orders, cashier’s checks

Assist safe deposit box customers

Accept loan payments: verify payment amount, ensure proper loan payment code, and issue receipts

Buy/sell cash from vault as necessary, ensuring teller drawer cash limits are not exceeded

Balance teller drawer daily, including locating cash discrepancies

Perform end of day balancing and Teller Capture balancing

Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and Monetary Instrument Logs (MIL)
Refer customers to the Head Teller or Branch Manager for issues that you cannot resolve

Balance ATM and load cash into ATMEnsure teller station is properly supplied and neat Maintain security of teller station including keys, combos, cash drawers, and teller work Promote and maintain positive relations with all employees, contacts, customers, and potential customers.

Represent the bank in business development efforts and civic and community functions.

Secondary or Additional

Job Duties:

This job description in no way states or implies that these are the only duties to be performed. You will be expected to follow any other job-related instructions and to perform other job-related duties as requested by management.

Experience and Other Requirements High school diploma or equivalent1 year of customer service experience1 year of cash handling experience

Must possess the ability to interact positively with all levels of the organization, including Management, the Board, Coworkers, and the Public.

Excellent oral, written, telephone, organizational and interpersonal communication skills required.

Proficiency in Microsoft applications, including Word and Excel.

Must be proficient using e-mail and the internet.

All First Bank employees are required to:

Be attentive to our customer needs with a welcoming personality.

Possess a team-oriented attitude with a desire to see success in themselves and others.

Maintain a strict standard of confidentiality involving all transactions and relationships.

Develop a working knowledge of all bank products.