Teller III

Overview

Position Title:

Teller III

Reports To:

Branch Coordinator/Market Retail Coordinator

Status:
Hourly;
Non-Exempt

Location:

Newton

Benefits: ESOP, Life Insurance, Disability Insurance, 401(k), Dental insurance, Health insurance, Paid time off, Profit sharing, Vision insurance

Position Summary:

Ensure prompt, accurate and friendly service to all customers. Performs complex and diverse duties related to a variety of banking transactions at a teller window or drive-up, including deposits, withdrawals, check cashing and other related services, in accordance with Bank policies and procedures. Maintain required amount of cash on hand and balance daily. Cross-sell Bank products and services. May open new accounts, on an as needed/backup basis.

May train entry level tellers. May perform supervisor duties in the absence of the branch coordinator.

• Perform both basic and complex teller duties, including but not limited to vault teller duties.
• Perform teller supervisor overrides.
• Assist junior teller staff with more complex transactions and help with balancing issues.
• Assist junior teller staff in adhering to bank policies on the teller line and may approve deviations from established policies or guidelines, as directed.
• Resolve customer conflicts on the teller line.
• Assist with training of new tellers.
• Cash customer checks, handle savings and checking deposits, withdrawals and transfers, process customer loan payments, utility payments, and cash advance requests, issue personal money orders and cashier’s checks, wrap coin and currency, quote values and redeem savings bonds.
• Balance and verify cash drawer.
• Maintain branch ATM machine (if applicable) and coordinate ATM cash orders (if applicable).
• Balance branch ATM and resolve issues with the ATM.
• Order checks and tickets for customers through internal and external vendors.
• Identify and report potential fraudulent customer activity.
• Follow bank policies and procedures when completing transactions, placing holds when necessary, and assisting junior tellers in completing transactions.
• Maintain account relationships & cross-sell bank products and services.
• Quote rates and answer customer inquiries.
• May open and service deposit accounts, as directed. Inputs account data onto platform system. May perform account maintenance on deposit accounts for customers and input data on platform system.
• Place check orders for customers through internal and external vendors.
• Prepare customer direct deposit sign-ups.
• Assist customers with stop payment orders and inputs onto platform system.
• Assist customers with ACH & debit card disputes by completing appropriate paperwork and sending to central deposit operations.
• May open and service safe deposit boxes, as directed.
• May formulate mandatory IRA customer distributions, completing required documentation for customer signature and processing IRAs on system, as directed.
• Complete required documentation for customer signature.
• Post payouts on computer system and deliver to IRA customers.
• Assist customers with imaging research and balancing accounts.
• Assist customers with enrollment and support on electronic banking products such as internet banking, mobile banking, remote deposit capture and telephone banking.
• Process wire requests at the branch level and send to the wire department for processing.
• Provide notary services (if applicable).
• Evaluate customer needs and recommend appropriate products and services.
• Sell bank services to customers and potential customers to meet or exceed defined goals.
• Make appropriate customer referrals to all business areas of the bank to meet or exceed defined goals.
• Attend and actively participate in team sales meetings, as directed.
• Act as a receptionist: answer incoming telephone calls, greet customers and direct them to the appropriate individual.
• Stay up-to-date and knowledgeable regarding retail products, banking services, ownership and account structure and setup, software capabilities and regulatory compliance as it relates to new deposit accounts, safe deposit boxes and retail operations.
• Perform other duties as may be required or assigned.

N/A