Job Description
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.