Teller, Finance & Banking

Job Details

Job Location: Bayou Road Thibodaux - Thibodaux, LA 70301

Position Type: Full Time

Education Level: High School

Salary Range: $15.00 - $18.00

Travel Percentage: Negligible

Job Shift: Any

DEPARTMENT: Retail Sales
SUPERVISOR: Head Teller

SCHEDULE: 40 HOURS (Varying Shifts during operating hours 7:30 AM - 6:15 PM Mon - Fri and 8:45 AM - 12:15 PM on Sat)

POSITION SUMMARY: The Teller I accepts negotiable items and transaction requests from customers, records activity on customer accounts, and distributes or deposits money accordingly. He or She performs every transaction accurately with a friendly and inviting personality while promoting applicable bank products.

• Provides the Synergy Bank standard of excellence in customer service.
• Maintains honesty and the highest level of ethical standards.
• Receives cash and/or checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
• Cashes checks and processes withdrawals; pays out money after verification of signatures and customers balances.
• Protects customers and the bank from fraudulent activity including counterfeit checks, unfair, deceptive and abusive practices, and elder abuse.
• Process transactions such as night and ATM deposits, IRA and HSA contributions, loan and utility payments, and mail deposits.
• Complete CTRs accurately and timely.
• Balances cash drawer at mid-day and at the end of the shift, comparing totaled amounts to computer generated proof sheet, and reporting discrepancies as necessary.
• Places holds on accounts as necessary according to Reg CC and bank procedures.
• Prepares and verifies official checks.
• Explains, promotes, or sells bank products and services that enhance the customer’s banking experience.
• Assists bank personnel as needed or as directed by management.
• Answering phones as necessary and providing telephone assistance to customers according to Synergy Bank’s telephone customer service standards.
• Counts coins and currency.
• Ensures that teller station is properly stocked with forms and supplies.
• Reports any malfunctions of Teller terminals or equipment.

BALANCING PROTOCOL & RESPONSIBILITIES: The responsibility of balancing is a priority of the Teller I position. Every day, they are responsible for physically hand counting all the loose cash, strap cash, and coins to ensure the teller drawer, ATM, and cash vault all balance. Cheat sheets indicating the coin amounts in the vault are strictly prohibited in lieu of physically counting it daily.

Trades must be done through Teller machines at the time the funds are given and received. There is no exception to this procedure.

If at any time during the day, the drawer is counted to balance, the cash count is to be printed, and placed in the work bin. At the end of the workday, a clear screen must be used to balance the drawer and physically count all monies. If a transaction is completed for a customer either during or after this count, again, a clear screen must be used, and all monies shall be physically recounted.

It is important to understand that if money is miscounted, and the drawer balances, then that is force balancing the drawer. This is grounds for disciplinary action. If a drawer is counted and found to be out of balance, a second employee must count that drawer as well. The count must agree with the initial count, and if not, a supervisor must count to verify accuracy.

Outage entries must be run before the day can be closed. All Tellers must ensure that their transactions have been received by CSI before exiting their teller.

REQUIRED QUALIFICATIONS:

• Proficient in Microsoft Word and basic understanding of Microsoft Excel.
• Ability to pay close attention to detail.
• Ability to comprehend and analyze information in order to draw a conclusion.
• Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations.
• Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers
• Must always be looking for ways to help others.
• Must be aware of the actions and reactions of others and respond…