Description

Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers.

This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for referral to the appropriate line of business.

Essential Functions

• Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
• Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product / service features and benefits.

Refer customers to appropriate team member for complex requests or products / services.

• Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
• Balance teller drawer daily and participate / assist in office meetings / huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
• Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
• Exceptional delivery of our 5 Culture Promises
• Complete educational training as assigned and self-educate using bank designed programs and applications
• Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
• Knowledge and adherence to all security and dual control processes
• Responsible to participate in branch opening and closing tasks as needed
• Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
• Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
• Work evening hours and weekends as scheduled, assigned, or necessary

Additional Essential Functions

• Ensure compliance with Northwest's policies and procedures, and Federal / State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment

Additional Responsibilities

Complete other duties and special projects as requested by management

Safety and Health for those without supervisory duties

• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency

QUALIFICATIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

High School Diploma or equivalent

Work Experience

Less than 1 year Customer service experience Or

Less than 1 year Cash handling experience Or

Less than 1 year Banking and / or retail experience

General Employee Knowledge, Skills, and Abilities

• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge, Skills and Abilities

Knowledge of computers and the Teller System Basic

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Last updated : 2024-04-22