Teller III

Position Title
:
Teller III

Reports To
:
Branch Coordinator/Market Retail Coordinator

Status
:
Hourly;
Non-Exempt

Location
:
Newton

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
  • Performs teller supervisor overrides.
  • Assists junior teller staff with more complex transactions and helps with balancing issues.
  • Assists junior teller staff in adhering to bank policies on the teller line and may approve deviations from established policies or guidelines, as directed.
  • Resolves customer conflicts on the teller line.
  • Assists with training of new tellers.
  • Cashes customer checks, handles savings and checking deposits, withdrawals and transfers, processes customer loan payments, utility payments, and cash advance requests, issues personal money orders, and cashier’s checks, wraps coin and currency, quotes values and redeems savings bonds.
  • Balances and verifies cash drawer.
  • Maintains branch ATM machine (if applicable).
  • Coordinates branch ATM cash orders (if applicable).
  • Balances branch ATM and resolves issues with the ATM.
  • Orders checks and tickets for customers through internal and external vendors.
  • Identifies and reports potential fraudulent customer activity.
  • Follows appropriate bank policies and procedures when completing transactions, placing holds when necessary, and assisting junior tellers in completing transactions.
• Maintain Account Relationships & Cross‑sales Bank Products and Services
  • Quotes rates and answers 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 inputs data on platform system.
  • Places check orders for customers through internal and external vendors.
  • Prepares customer direct deposit sign‑ups.
  • Assists customers with stop payment orders and inputs onto platform system.
  • Assists customers with ACH & debit cards 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 IRA’s on system, as directed.
  • Completes required documentation for customer signature.
  • Posts payouts on computer system and delivers to IRA customers.
  • Assists customers with imaging research and balancing accounts.
  • Assists customer with enrollment and support on our 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.
  • Provides notary services (if applicable).
  • Evaluates customer needs and recommends appropriate products and services.
  • Sells bank services to customers and potential customers to meet or exceed defined goals.
  • Makes appropriate customer referrals to all business areas of the bank to meet or exceed defined goals.
  • Attends and actively participates in team sales meetings, as directed.
• Acts as a Receptionist
  • Answers incoming telephone calls and relay information.
  • Greets customers, answer inquiries 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

High school graduate or…