Teller

BASIC PURPOSE: Provide high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned.

PRINCIPLE ACCOUNTABILITIES

Provide high quality customer service within the branch, including:

o Cash checks according to bank policies and procedures

o Accept deposits for checking and savings accounts; verify cash and checks received; determine proper short and long-term holds to be placed on deposited funds, in accordance with Regulation CC.

o Accept payments for various types of loans.

o Accept stop payments, revocations, stop ranges, alerts, address changes, check orders, deposit slip orders, telephone transfers, items for collections.

o Close checking and savings accounts.

o Process night deposits; mail receipts and records.

o Resolve customer’s problems with scope of authority.

o Sell cashier’s checks.

o Order Debit/ATM cards; notify “Hot Card” department and complete unauthorized usage report.

2. Contribute to overall banking center operations

o Balance cash and daily transactions and ATM.

o Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, etc...

o Verify check orders.

o Prepare change order.

o Assist with opening and closing banking center.

Support a sales environment and actively seek opportunities to cross-sell bank products, make customer referrals in support of the retail scorecard goal.

Adhere to the policies and procedures in Teller Manual.

Attend and/or complete applicable and required training sessions.

EDUCATION, EXPERIENCE, SKILLS:

Education- High school diploma or equivalent (GED)

Experience- Three (3) months of cash handling, sales or related experience.