Teller, Finance & Banking

The Teller I enhances the branch customer experience through digital engagement, lobby management, transactional processing, and retail service interactions. This role accurately and efficiently processes financial transactions, delivers exceptional customer service, supports operational excellence, and helps connect clients with appropriate financial solutions while maintaining compliance with regulatory and bank requirements. The position requires individuals to operate with moderate to close supervision for basic tasks and close supervision for complex tasks.

The position may provide support across multiple branch locations as business needs require.

• Customer Experience Excellence: Deliver a welcoming, personalized, and professional banking experience that strengthens customer relationships and satisfaction.
• Transaction Accuracy & Efficiency: Ensure all financial transactions are processed accurately, efficiently, and in accordance with established policies and procedures.
• Operational Integrity &
  
  Risk Management:
  
  Maintain compliance with regulatory requirements, operational standards, and risk management practices to protect customers and the organization.
• Relationship Development & Referral Support: Identify customer needs and connect clients with appropriate banking partners and solutions to support financial success.
• Branch Support & Operational Effectiveness: Contribute to smooth branch operations through effective cash management, balancing activities, reporting, and teamwork.

• Greet customers in a friendly, professional, and courteous manner.
• Deliver exceptional service and resolve routine customer concerns promptly.
• Create meaningful customer interactions by understanding needs and providing solutions.
• Respond to customer inquiries regarding accounts, balances, and transactions.

• Process deposits, withdrawals, check cashing transactions, transfers, loan payments, and credit card payments.
• Issue cashier’s checks, approved cash advances, and other authorized transactions.
• Provide safe deposit box services and other routine retail banking services.
• Ensure all transactions are completed accurately and efficiently.

• Balance cash drawers and maintain accurate daily settlements.
• Manage assigned cash levels and process excess or mutilated currency in accordance with procedures.
• Verify, wrap, and maintain coin and currency inventories.
• Support branch operational effectiveness through accurate recordkeeping and controls.

• Adhere to all banking regulations, internal controls, policies, and procedures.
• Prepare and review required reports, including applicable regulatory documentation.
• Exercise sound judgment to help prevent losses and reduce fraudulent activity.
• Support the safety, security, and compliance objectives of the organization.

• Partner with internal departments to resolve operational issues efficiently.
• Stay informed of operational and procedural changes.
• Maintain flexibility to support branch staffing needs, including assignments at other locations.
• Support branch schedules, opening and closing duties, and other assigned responsibilities.

• Contribute to special initiatives and ad hoc assignments that support evolving business needs and personal professional development.

• Customer Focus: Prioritizes customer understanding and feedback to inform decisions, strengthen relationships, and improve the customer experience.
• Communication: Understands others’ perspectives, fosters open discussions, ensures clarity, and provides…