PRIMARY FUNCTION
Employee responsible for working multiple locations as needed in the Teller or Personal Banker role. Provides teller services to include processing transactions such as deposits, withdrawals, and cashing checks. Retain and expand customer relationships, solicit new retail business from existing and prospective customers by offering bank products and services while maintaining service standards, transaction responsibilities, and providing sincere responsive customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES
a. Responsible for covering other locations with very little notice. Must have reliable transportation and a flexible schedule as this coverage may include opening or closing hours. The primary coverage region will include Bowie, Nocona, Henrietta, Wichita Falls, Alvord and Decatur but may be assigned to any Legend Bank branch.
b. Greets customers and non-customers as they enter the bank. Accepts and verifies customer deposits; and processes loan payments. Cashes checks and processes less cash transactions within the authorized limit; obtains supervisor’s approval to process transactions which exceed the authorized limits. Follows procedures to avoid fraud (verify identification, mark up account, etc).
c. Safeguards and balances cash drawer to $0.00 outage each day. Maintains cash drawer limits as specified. Completes applicable logs and assists with all end of the day balancing procedures as applicable.
d. Meets or exceeds all goals determined by retail management to include referrals, balancing, attendance and others as applicable.
e. Follows compliance procedures of reporting applicable transactions such as CTRs, SARs, other monetary logs, Regulation CC holds, and internal audit procedures.
f. Provides a consistent level of customer service in accordance with the standards determined by branch management and regulated by retail mystery shops.
g. Maintains the security and confidentiality of pertinent information and records.
h. Demonstrates flexibility in responding to additional duties, projects, or schedule changes as assigned or directed.
i. Performs special services as requested by customers, such as selling cashier checks and processes cash advances.
j. Assists in weekly balancing of ATM and performs vault duties as needed. All of these tasks must be performed while observing proper dual control procedures.
k. Assist customers in opening new DDA, Savings, Certificates of Deposit (CDs) and IRAs by explaining our products and services to help customer in making their choice. Communicate disclosure requirements and regulations to customers in accordance with regulatory guidelines; provide disclosures and brochures as needed.
l. Follow procedures to avoid fraud. Determine eligibility of new accounts and whether to place holds on checks deposited to new accounts. Follow compliance procedures of reporting applicable transactions such as CTRs, SARs, and Reg CC holds.
m. Contribute to the profitability and growth of the bank by selling and cross-selling banking products and services. Work in a sales oriented environment through direct customer contact. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Make referrals to other Legend Bank departments as best meets the needs of the customer. Send thank you cards and make follow-up calls to all new accounts.
n. Responsible for reviewing more complex account documentation (e.g. Power of Attorney; trust and estate documents). Perform necessary account maintenance for customers as requested. Assists Personal Bankers in checking their daily work and maintaining files.
o. Perform other functions as necessary to help our customers with their needs. May include notary services, providing account information, selling and maintaining safe deposit boxes, issuing debit cards, assisting with disputes, helping customer with account reconciliation and problem resolution assists with online banking issues.
p. Responsible for providing passionate customer service while maintaining a high rate of accuracy and efficiency. Maintain a professional appearance in both dress and behavior. Mental concentration and attention to detail is necessary for tolerating frequent interruptions. Maintain the security and confidentiality of pertinent information and records.
q. Develop and maintain proficiency with job related systems and equipment by attending bank training and reading related materials.
r. Partner with Bank Manager on internal audit as needed
s. Additional duties as required
RELATED WORK EXPERIENCE:
At least one (1) year teller and six months new accounts experience. Demonstrates both the ability and desire to perform the aforementioned tasks with proficiency.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- What are your salary expectations for the role?
- This role requires travel between regional branches. Will you be able to reliably commute between eastern region branches as needed?
Experience:
- Personal Banking: 1 year (Preferred)
- Customer service: 1 year (Preferred)
- Bank Teller: 1 year (Required)
Work Location: In person
