Teller, Finance & Banking

Description

As a Teller you are responsible for processing client transactions, maintaining and balancing a cash drawer, coin machine, and/or vault, and identifying the needs of clients while referring appropriate Bank products and/or services. You understand and complete job responsibilities in accordance with federal and state regulations.

• Assists clients in person and on the phone while following the Bank's service standards
• Processes client transactions while adhering to Teller procedures and policies
• Maintains and balances cash drawer, coin machine, and/or vault on a daily basis

• Suggests products and services that best meet clients’ needs
• Refers clients to the proper co-worker for banking assistance
• Tracks client pipelines and referral solutions

• Provides access to safe deposit boxes
• Performs opening and/or closing procedures for the bank
• Maintains equipment as needed
• Assists and/or backs-up Senior Teller
• Assists other departments as needed
• Attends required department meetings
• Other job-related duties necessary to carry out the responsibilities of this position
• Participates in internal and external training and development opportunities as required

Work Relationships and Scope:
Works closely with other Tellers in rotation of duties and locations. Works regularly with clients and co-workers. Has occasional contact with suppliers, regulatory agencies and personnel. Works regularly with highly confidential business and client information. Occasionally participates in bank committees and events.

Performance Dimensions:
Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; accuracy of daily balancing; client satisfaction with services provided; keeps Bank and client information confidential. Understands bank policies and procedures and applicable state and federal regulations. Effectively communicates and develops good working relationships with all co-workers and clients; demonstrates friendly and helpful approach and attitude toward internal and external clients;

honesty and integrity in all client and co-worker communications; professional workplace appearance and conduct; reliability in reporting to work regularly and on time. Stays current in field and utilizes that information where practical; participates in training and appropriate professional development. Utilizes knowledge of bank products and services to effectively refer solutions. Demonstrates professionalism, commitment to the job, and loyalty.

Knowledge, Skills and Abilities:

High school diploma or equivalent required. Customer service related, cash handling, and banking experience preferred. Must possess courteous and professional customer service attitude; excellent verbal communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess solid computer skills; technical ability to input and retrieve computerized information;

solid mathematical skills up to and including decimals; strong balancing skills; legible handwriting. Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and research skills.

Working Conditions:

Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with clients and co-workers. Occasional out-of-town travel (air or auto) may be required for business and education. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required. Occasional use of telephone. Frequent repetitive use of keyboard for approximately 75% of shift;

frequent repetitive counting and grasping of currency. Requires ability to receive and provide detailed information through verbal communication. Requires near-, mid-range, and far vision; field of vision. Will alternate…