GENERAL FUNCTION :

The role of the Teller / Associate Banker I is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions.

The Teller / Associate Banker is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present / Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Perform daily office responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
• Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to enlist help as needed for more difficult errors.
• Greet and welcome every client as they enter the branch; acknowledge by name, if known.
• Consistently meet or exceed referral sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customers.
• As needed, perform account opening and account maintenance duties
• Deliver superior customer service with both internal and external customers and escalate issues to management when necessary.
• Provide access and servicing to safe deposit box customers.
• Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
• Address customer problems with professionalism and sound judgment.
• Maintain open and honest communication with Branch team members.
• Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of change and innovation including opening and closing Branch as needed.
• Maintain a well-developed working knowledge of the complete line of products and services offered.
• Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
• Actively participate in bank promotional events and product / service initiatives in order to support bank sales and service goals.
• Represent the bank in the community in a professional manner.
• Follow all Branch standards including maintaining a well organized and prepared work environment.

Required Skills

• Extensive cash handling, which requires ability to perform basic math functions.
• Basic computer skills.
• Extensive contact with the public, necessitating the ability to present and maintain a professional image at all times.
• Ability to properly read and write well enough to communicate in both oral and written form.
• Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Must have the ability to demonstrate a sales initiative.
• Need to have flexibility in scheduling.

Required Experience

• High School Diploma or its equivalent.
• One-year related experience in retail banking and / or sales preferred.
• Extensive cash handling, which requires ability to perform basic math functions.
• Basic computer skills.
• Extensive contact with the public, necessitating the ability to present and maintain a professional image at all times.
• Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Must have the ability to demonstrate a sales initiative.
• Need to have flexibility in scheduling.

Last updated : 2024-05-11