Lead Teller/Personal Banking Representative

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $10 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $27 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune.

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you.Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

Job Summary:

This position represents Bell Bank to the customers in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of transactions in accordance with established policies and procedures. This position provides primary contact with the majority of Bell Bank customers and works in personal banking as needed.

Primary Duties:

Lead Duties:

• Responsible for the vault and serving as the liaison to the Federal Reserve Bank / Armored Car for excess cash or ordering of cash supply.
• Research and maintain documentation of offages/errors for the teller team.
• Complete monthly reports and provide to Teller Service Manager by due dates.
• Communicate information obtained at teller supervisor meetings and weekly communications to teller staff & branch manager.

Teller Functions:

• Greet customers courteously and accurately complete teller transactions in accordance with established policies and procedures.
• Refer customers to the appropriate area or individual, as needed, via a warm transfer.
• Meet monthly with Branch Manager in order to create and discuss goals, assess progress, develop personal steps for growth and provide feedback.
• Keep till, teller line, and customer areas neat and orderly at all times.
• Develop new business by referring new or additional services to existing customers and prospects.
• Maintain security and confidentiality of the bank and its customers at all times.
• Resolve customer problems, obtaining information, researching records and following up on details to resolve the matter to the customer's satisfaction, whenever possible.
• Be knowledgeable of current fraud trends and report suspicious customer transactions to the appropriate department or individual.
• Be knowledgeable of the various Bank Secrecy Act requirements that apply to the teller transactions. (CTRs, Monetary Instrument Log, OFAC, etc.)

Personal Banking Duties:

Customer Service and Customer Retention:

• Counsel customers regarding financial matters, advising them on products and rates, suggesting a strategy to obtain the best results based on individual desires and resources.
• Resolve customer problems, obtaining information, researching records and following up on details to resolve the matter to the customer's satisfaction, whenever possible.

Production:

• Open business and personal accounts.
• Educate and advise on bank products and services through personal contact; checking, savings, certificate of deposits, individual retirement accounts, and other retail banking services.
• Increase customer relationships by cross-selling products and services to new and exciting customers
• Responsible for the daily handling of overdrafts, collections and technical exceptions on assigned customer accounts.

Sales Programs:

• Actively participate in the Ask Program.
• Participate in various professional associations and community activities to enhance the Bank's visibility and to further personal development.

Training / Development:

• Attend and actively participate in meetings and training sessions as scheduled.
• Attend all mandatory security training sessions.
• Complete online compliance testing quarterly.
• Volunteer for at least one Bell Bank event per year.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Perform other duties as assigned.

Branch Manager Discretion:

• Assist Branch Manager with coordination of scheduling of tellers at the location.
• Assist Branch Manager with mentoring and coaching of teller staff.
• Assist Branch Manager in responding to employee issues and/or problems.
• Assist Branch Manager in the process of interviews, reviews etc.
• Assist Branch Manager in conducting quarterly teller meetings.

Job Skills Required:

• Bookkeeping, calculator, and computer skills.
• Good communication, listening, and social skills.
• Ability to lead and develop a team.
• Attention to detail.
• Timeliness and reliability.
• Ability to be flexible, prioritize tasks, and stay poised under pressure.
• Ability to work flexible hours to include mornings, evenings, and Saturdays as scheduled.

Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank

Equal Opportunity Employer