What are the responsibilities and job description for the Teller position at SYNERGY BANK?
SCHEDULE:
40 HOURS (Varying Shifts during operating hours 7:30 AM - 6:15 PM Mon - Fri and 8:45 AM - 12:15 PM on Sat)
POSITION SUMMARY:
The Teller I accepts negotiable items and transaction requests from customers, records activity on customer accounts, and distributes or deposits money accordingly. He or She performs every transaction accurately with a friendly and inviting personality while promoting applicable bank products.
KEY RESPONSIBILITIES:
Customer Service & Relationship Building
- Deliver Synergy Bank's standard of excellence in customer service during every customer interaction.
- Build and maintain positive customer relationships through courteous, professional, and efficient service.
- Identify customer needs and promote applicable bank products and services that enhance the customer's banking experience.
- Answer customer inquiries in person and by telephone in accordance with Synergy Bank's service standards.
- Resolve routine customer concerns while maintaining a positive and welcoming banking environment.
Transaction Processing & Account Services
- Accurately process deposits, withdrawals, transfers, payments, and other financial transactions.
- Receive cash and checks for deposit, verify amounts, examine endorsements, and enter transactions into applicable systems.
- Cash checks and process withdrawals after verifying customer identity, signatures, and account balances.
- Process ATM and night deposit transactions, loan payments, utility payments, IRA and HSA contributions, mail deposits, and other teller transactions.
- Prepare and verify official checks and other negotiable instruments.
- Place account holds in accordance with Regulation CC and bank procedures.
- Complete Currency Transaction Reports (CTRs) accurately and within required timeframes.
Compliance, Risk Management & Security
- Maintain the highest standards of honesty, integrity, confidentiality, and ethical conduct.
- Assist in protecting customers and the bank from fraud, counterfeit activity, elder financial exploitation, unfair, deceptive, or abusive practices, and other suspicious activities.
- Follow all bank policies, procedures, regulatory requirements, and internal controls.
- Report suspicious activity, operational concerns, and equipment malfunctions promptly.
Cash Handling & Operational Excellence
- Maintain an accurate cash drawer and balance throughout the day and at the end of each shift.
- Verify cash totals against system-generated proof sheets and report discrepancies immediately.
- Count currency and coin accurately while maintaining established balancing standards.
- Ensure teller stations remain organized, secure, and properly stocked with required forms and supplies.
- Assist other departments and team members as requested by management.
Successful candidates will demonstrate strong communication skills, professionalism, cash-handling accuracy, problem-solving abilities, and a commitment to building positive customer relationships. Previous experience in banking, retail, hospitality, sales, customer support, or supervisory positions is highly valued.
EDUCATION AND EXPERIENCE REQUIRED:
• Minimum 6 months in customer service.
• Previous cash handling experience.
• High School Diploma or GED equivalent
REQUIRED QUALIFICATIONS:
- Proficiency in Microsoft Word and basic Excel skills.
- Strong customer service, communication, and relationship-building skills.
- Excellent attention to detail and accuracy.
- Ability to analyze information, make sound decisions, and solve problems effectively.
- Ability to remain calm, professional, and adaptable in a fast-paced environment.
- Strong organizational skills with the ability to prioritize and manage multiple responsibilities.
- Ability to work collaboratively as part of a team while providing exceptional service to customers.
- Basic knowledge of banking products and services or a willingness to learn.
- Professional appearance and conduct consistent with Synergy Bank standards.
- Reliable transportation to and from work.
PREFERRED QUALIFICATIONS
Candidates possessing one or more of the following qualifications are encouraged to apply:
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Associate Degree in Business, Finance, Accounting, Management, or a related field.
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Previous customer service experience in banking, retail, hospitality, financial services, sales, or a service-oriented environment.
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Prior leadership, team lead, supervisory, or management experience.
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Ability to work accurately in a fast-paced environment while maintaining attention to detail.
Salary : $15 - $19