GENERAL FUNCTION :

This position requires the ability to travel to other branches within or outside of a designated region. The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions.

The Teller 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.
• Provide access and servicing to safe deposit box customers.
• Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
• 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; taking responsibility to keep up to date and request assistance for further development needs.
• Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
• Provide support to new and less experienced Tellers, answering questions and finding solutions to customer issues that require more experience.
• Actively participate in bank promotional events and product / service initiatives in order to support bank sales and service goals.

Required Skills

• Extensive cash handling, which requires ability to perform basic math functions.
• Ability to demonstrate a sales initiative.
• 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 clearly in both oral and written form.
• Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
• Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Flexibility in scheduling.

Required Experience

• High School Diploma or its equivalent.
• One-year related experience in retail banking and / or sales preferred.
• Spanish speaking preferred
• Extensive cash handling, which requires ability to perform basic math functions.
• Ability to demonstrate a sales initiative.
• 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 clearly in both oral and written form.
• Ability to take initiative and utilize sound judgment in decision-making and higher-level problem solving.
• Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Flexibility in scheduling.

Last updated : 2024-05-22