Summary
Provide customers with optimum service quality by providing transactional and telephone assistance on a daily basis. Focusing on the retention and growth of existing customer relationships, a Teller's responsibility also includes the cross-selling of additional products and services through referrals to meet the needs of each customer serviced.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
All Tellers have a "home branch" but may be asked to cover for any of our other branches at any time. Being able to work at each of our locations is mandatory.
Essential Functions:
•Accurately perform all over-the-counter transactional services in accordance with current policies and procedures
•Assist customer in a friendly, professional and effective manner
•Refer customers to a Platform Representative by actively cross-selling products and services offered by Bogota Savings Bank
•Maintain cash drawer within the assigned security limits
•Adhere to all Security and Control procedures
•Balance individual teller work at end of the day and participate as directed in all branch proof procedures
•Collect fees as appropriate, for services and products offered to customers
•Assist customers more fully by inquiring about other banking and investment relationships, making recommendations of Bogota-related products when the need is appropriate
•Enhance and maintain product and services knowledge to effectively assist all customers on a daily basis
•Comply and execute the Bank's BSA program, including Customer Identification program (CIP), observation of customer activity and completion of currency transactions reports as required.
•Participate in CRA related activities with regards to special projects, Community events and branch promotions
•Attend all required training sessions and meetings
•Assist with Branch Audits
Other Job Functions
•Maintain a positive and professional demeanor
•Comply will all bank-related policies and procedures
Any additional job-related assignments as required
Requirements
Supervisory Responsibilities
This job has no supervisory responsibilities.
Accountability:
The Teller reports directly to the Head Teller, or the Assistant Branch Manager in the event of the absence of a Head Teller
Additional Responsibility:
Tellers are to be cross-trained to perform the functions of the Head Teller
Job Qualifications:
•High School Diploma or GED
•Teller experience preferred or two years relevant experience
•Excellent verbal skills
•Good mathematical, problem solving and computer skills
•Ability to handle several tasks effectively, at the same time
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Continuous Learning - Assesses own strengths and weaknesses; seeks feedback to improve performance; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; displays understanding of how job relates to others; uses resources effectively.
Use of Technology - Demonstrates required skills; adapts to new technologies; uses technology to increase productivity; keeps technical skills up to date.
Problem Solving - Identifies and resolves problems in a timely manner; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service ; responds to requests for service and assistance; meets commitments.
Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
Cooperation - Establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts.
Managing Customer Focus - Establishes customer service standards; monitors customer satisfaction.
Oral Communication - Listens and gets clarification; responds well to questions; participates in meetings.
Teamwork - Gives and welcomes feedback; contributes to building a positive team spirit.
Conflict Resolution - Confronts difficult situations; keeps emotions under control.
Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.
Organizational Support - Follows policies and procedures.
Adaptability - Adapts to changes in the work environment; changes approach or method to best fit the situation.
Consultative Selling - Builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.
Personal Appearance - Dresses appropriately for position; keeps self well groomed.
Sales Skills - Maintains customer satisfaction.
Attendance/Punctuality - Is consistently at work and on time.
Dependability - Follows instructions, responds to management direction; takes responsibility for own actions.
Planning/Organizing - Uses time efficiently.
Quality - Demonstrates accuracy and thoroughness; applies feedback to improve performance; monitors own work to ensure quality.
Quantity - Meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have knowledge of Fiserv DNA Database software and Microsoft Word and Excel Processing software.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to use hands to type and/or handle money. The employee is occasionally required to stand; sit and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.