Teller, Finance & Banking

JOB TITLE: Teller I

DEPARTMENT: Branch Operations

FLSA STATUS: Non-Exempt

DATE: June 2026

SECURITY SENSITIVE: No

REPORTS TO: Retail Branch Manager

The Teller I is responsible for delivering exceptional customer service while accurately processing routine financial transactions and maintaining compliance with bank policies and procedures. This role supports branch operations by ensuring secure cash handling, assisting with account services, and identifying customer needs to refer appropriate banking products.

• Greet customers in a professional, courteous manner and deliver prompt, accurate, and efficient service for all routine banking transactions, including deposits, withdrawals, check cashing, account transfers, loan payments, and coin machine processing.
• Utilize teller systems with proficiency; process transactions confidently while maintaining accuracy, including handling cash advances, savings bonds, monetary instruments, and wire transfer forms.
• Follow opening and closing procedures with attention to security and compliance.
• Maintain daily cash drawer accuracy, assist in balancing the ATM and cassettes using dual control, and follow teller outage procedures if discrepancies arise.
• Confidently navigate customer profiles to verify account details, debit card history, and transaction records; recognize customer needs and refer appropriate banking products and services.
• Understand and apply bank policies and regulatory requirements and elevate suspicious activity or fraud concerns as needed.
• Process debit card creation and maintenance tasks using Card@Once, including printing, warming/hot carding, and card restocking.
• Maintain a clean, organized workstation; regularly service teller equipment and securely handle sensitive customer information.
• Complete and maintain accurate branch logs and understand the importance of dual control, documentation, and proper form completion.
• Access shared drives to retrieve forms, procedures, and training materials; stay current by participating in ongoing training related to products, systems, compliance, and bank services.
• Provide professional customer service in person and over the phone, confidently transferring calls and responding to inquiries regarding accounts, services, and general banking questions.
• Understand account types and associated features offered by the bank to better assist and refer customers. Recognize when overdraft privilege is present and know appropriate internal contacts for further assistance.
• Assist with safe deposit box procedures, including customer verification, access, and signer changes using OnBoard, while adhering to all bank access and documentation requirements.
• Exhibit exemplary attendance and punctuality.
• Comply with company policies and procedures.
• Perform other duties as assigned.

Based on the essential duties listed above, this position is considered security-sensitive and therefore all work must be performed following quality standards and established security procedures.

• Knowledge of basic banking products, services, and procedures.
• Understanding of cash handling and cash drawer balancing techniques.
• Familiarity with bank security policies, regulatory compliance, and privacy requirements.
• Knowledge of customer service principles and best practices.
• Working knowledge of banking software and data entry systems.
• Skill in accurately handling cash transactions and reconciling cash drawers.
• Strong verbal communication and interpersonal skills to engage customers effectively.
• Ability to operate banking equipment such as teller terminals and cash counters.
• Basic problem-solving skills to address routine customer inquiries.
• Time management and multitasking skills to perform duties efficiently in a fast-paced environment.
• Ability to maintain confidentiality and handle sensitive customer information with discretion.
• Ability to follow established policies and procedures with minimal supervision.
• Ability to identify and elevate suspicious or fraudulent activity.
• Ability to adapt to changes in procedures, policies, and technology.
• Ability to work accurately under pressure while…