Summary: Provide service to Bank customers by conducting transactions, assisting with inquiries, and resolving issues in a timely manner. In addition, through customer interactions, identify opportunities to cross-share Bank products and services with referrals to a platform employee or other Bank department.
Duties and Responsibilities:
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Provide high quality service to every customer i.e. smile, greet, address by name, timely assistance, etc.
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Develop working knowledge of bank products/services via training, Bank website, intranet information, meetings, etc.
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Identify opportunities to cross-share Bank products/services and refer customers to a platform employee or appropriate Bank department.
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Assist with customer account inquiries i.e. service charges, balances, account history, etc.
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Refer customers to a platform employee for transactions or questions that cannot be addressed at the teller line
- Protect customer privacy and maintain confidentiality
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Adhere to all Bank policies/procedures
- Receive checking/savings deposits and withdrawals: verify cash, endorsements, identification, and issue receipts
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Determine proper funds availability for checks cashed or deposited based on Bank and regulatory requirements
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Complete Regulation CC Holds, as needed
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Redeem U.S. Savings Bonds
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Issue money orders, cashier’s checks
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Assist safe deposit box customers
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Accept loan payments: verify payment amount, ensure proper loan payment code, and issue receipts
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Buy/sell cash from vault as necessary, ensuring teller drawer cash limits are not exceeded
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Balance teller drawer daily, including locating cash discrepancies
- Perform end of day balancing and Teller Capture balancing
- Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and Monetary Instrument Logs (MIL)
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Refer customers to the Head Teller or Branch Manager for issues that you cannot resolve
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Balance ATM and load cash into ATM
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Ensure teller station is properly supplied and neat
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Maintain security of teller station including keys, combos, cash drawers, and teller work
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Promote and maintain positive relations with all employees, contacts, customers, and potential customers.
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Represent the bank in business development efforts and civic and community functions.
Secondary or Additional Job Duties:
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This job description in no way states or implies that these are the only duties to be performed. You will be expected to follow any other job-related instructions and to perform other job-related duties as requested by management.
Experience and Other Requirements
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High school diploma or equivalent
- 1 year of customer service experience
- 1 year of cash handling experience
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Must possess the ability to interact positively with all levels of the organization, including Management, the Board, Coworkers, and the Public.
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Excellent oral, written, telephone, organizational and interpersonal communication skills required.
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Proficiency in Microsoft applications, including Word and Excel.
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Must be proficient using e-mail and the internet.
All First Bank employees are required to:
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Be attentive to our customer needs with a welcoming personality.
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Possess a team-oriented attitude with a desire to see success in themselves and others.
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Maintain a strict standard of confidentiality involving all transactions and relationships.
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Develop a working knowledge of all bank products.
