Teller, Finance & Banking

Position: Teller I

GENERAL DESCRIPTION OF POSITION

The Teller I conducts transactions quickly, accurately, and efficiently while meeting or exceeding service quality standards. This position safeguards bank assets assigned to them, contributing to the banks growth bank by promoting and cross‑selling bank products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Receives, pays out cash, and handles negotiable items, loan payments, deposits, withdrawals, and transfers (15% of the time).

Sets up, closes, and balances teller station (10% of the time).

Records sales of monetary instruments (5% of the time).

Assists customers with inquiries in person or by telephone (10% of the time).

Maintains neat and well‑stocked teller area (5% of the time weekly).

Cross‑sells bank products and services (5% of the time as needed).

Follows limits established for protection of customer accounts and bank safety and soundness (5% of the time daily).

Adheres to bank policies and procedures (5% of the time daily).

Lifts coin bags up to 50 lbs (5% of the time as needed).

Assists with balancing Vault, ATM, Night Drop, and Coin Machine (5% of the time as needed).

Assists with proper scanning of bank documents and proof work (5% of the time as needed).

Exercises judgment when applying holds and making check cashing decisions (10% of the time daily).

Cross‑train to be available to open basic new consumer accounts (5% of the time as needed).

Adheres to work schedule; must be flexible in availability for work schedule (5% of the time daily).

Maintains positive, friendly and professional attitude and appearance (5% of the time daily).

May be required to work an alternative location within the region or market (as needed).

Ability to work in a constant state of alertness and in a safe manner (daily).

Completes required BSA/AML training and other compliance training as assigned (quarterly).

Performs any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Equivalent to four years high school or GED, with particular emphasis during high school in office skills, shop skills, or others, plus 0 to 6 months related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide numbers. Ability to perform these mathematical skills using money and other forms of measurement.

CRITICAL THINKING SKILLS

Ability to use common sense understanding in order to carry out simple multi‑step instructions. Ability to deal with standardized situations with limited variables.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

None

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic: 10‑Key, Spreadsheet, Word Processing/Typing.

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

Semi‑repetitive, low physical. Semi‑repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl. The employee must frequently lift…