SUMMARY

Provides a variety of financial transactions and services to customers, helps with questions and banking needs, and identifies opportunities to offer customers new or improved UCB products and services.

Essential elements of the Teller I position are to ensure transactions are handled accurately and timely, to safeguard bank and customer assets by following procedures, and to build customer relations through excellent service.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High School Diploma or equivalent
• Above average verbal and communication skills
• Basic math and reasoning skills
• Attention to detail
• Excellent work ethic and time management skills
• Ability to exercise good judgment and learn detailed procedures
• Good computer skills and ability to operate standard office equipment
• Successful completion of the new hire teller curriculum and UCB Mentor Program
• Successful completion of annual BVS training
• Participation in training for Navigator and Director, and any other necessary training as assigned
• Participation in monthly teller conference calls
• Optional completion of the UCB Certified Teller Program
• Participate in all required compliance training, including Bank Secrecy Act / anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars / conferences, etc.

JOB FUNCTIONS

• Understand and successfully perform paying and receiving responsibilities
• Maintain accuracy in the processing and handling of transactions
• Verify amounts of transactions to ensure accuracy and place holds if necessary
• Follow check cashing guidelines and examine checks for proper endorsement
• Adhere to operator limits and request Supervisor’s approval when necessary
• Successfully perform split deposits and other teller transactions
• Issue official checks
• Redeem Savings Bonds
• Process cash advances
• Process night deposits
• Accept loan payments and skip payments
• Verify and package coin and currency
• Balance cash drawer on a daily basis and report any discrepancies to the supervisor
• Stock the teller station with counter tickets, supplies, etc.
• Assist with branch capture responsibilities
• Adhere to all security procedures and follow operational bulletins
• Properly document in the monetary instrument log
• Complete CTR Referral forms
• Process payments such as safe deposit box rentals and utility payments if applicable
• Prepare courier bags / Fed Ex courier packages
• Work drive-in when necessary
• Assist in ATM responsibilities
• Participate in United’s core deposit initiative; make referrals when appropriate
• General working knowledge of View
• Good understanding of Voice of the Customer program via CSP site on Uconnect
• Handle each transaction with care, sensitivity, and confidentiality
• Present oneself as a shining example of extraordinary service

SUPERVISORY RESPONSIBILITY

This position has no direct reports.

WORK ENVIRONMENT

Location in United footprint.

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position may require up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and / or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Last updated : 2024-03-26