Perform a variety of routine teller duties to include processing transactions, identifying basic potential financial needs and, based on that identification, making referrals to the platform area as appropriate.
ESSENTIAL DUTIES & RESPONSIBILITIES
Following established policies and procedures, performs routine teller duties:
- Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
- Cash checks for customers and non-customers
- Process and properly record the sale of monetary instruments (i.e. official bank checks)
- Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
- Actively engages in the sales process by identifying potential financial needs for customers and non-customers alike and makes appropriate referrals of such leads to the platform staff for follow-up.
- Basic administrative functions
- Prepare and process cash orders as directed