Job Description : Summary

Summary

Under limited supervision, effectively assist branch manager in supervising branch staff by communicating policies and procedures, providing technical support, identifying cross-sell opportunities, assisting in handling customer flow, delegating appropriate responsibilities and evaluating individual performance.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Responsible for greeting allbank customers, as they enter the branch, in a courteous and professional manner.

Manage reserve cash vault, official check supply by maintaining dual-control records, preparing and receiving cash shipments, distributing teller cash orders and balancing reserve cash daily to ensure compliance with branch standards and guidelines;

approve checks for payment and issues supervisor overrides.

As dictated by staff fluctuation, maintain and balance an individual cash drawer by opening a teller station as needed to assist in customer transactions;

in this capacity, performs all duties of Teller).

Monitor teller error and transaction reports by informing staff of errors and verifying accuracy to communicate correct procedures,

Research teller proof errors by reviewing teller tapes, requesting copies, etc. for proper error resolution.

Assist in bimonthly or random teller drawer audits to ensure compliance with set guidelines.

Complete on the job training for new employees after completion of formalized teller classes to help employee adapt to work environment.

Oversee delegated responsibilities by providing support and assistance as needed to create accurate reporting of monthly Management Control Reporting.

Participates in maintaining good customer relations by giving courteous, efficient service and developing new business by acquainting non-customers with bank services and presenting current customers with additional services;

Identifies and responds to these cross-sale opportunities by referring customers to the appropriate bank personnel.

Assist branch manager in evaluating individual performance by completing performance reviews on teller staff annually or as needed.

Assist branch manager in conducting meaningful coaching sessions with teller staff to equip them with the skills necessary to identify and refer additional products and services to customers and non-customers.

Serve as a mentor to teller staff to develop the skills needed for advancement within the bank.

Other duties as assigned.

Supervisory Responsibilities

This job has teller direct reports and Relationship Bankers as it relates to teller functions both part-time and full-time.

Also requires supervisory responsibilities on the teller line.

Assists the Branch Manager in supervising branch staff in accordance with the organization's policies and applicable laws.

Includes assisting with the overall direction, coordination, and evaluation of staff; interviewing, hiring, and training employees;

planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Experience and Skills :

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 degree or equivalent required; Two years teller experience and / or training required in area of cash handling or customer service.

Prior management experience recommended.

Language Skills

Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write and comprehend simple instructions, short correspondence, and memos.

Mathematical Skills

Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

• Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services;
• Ability to accurately handle large sums of cash; Must be goal oriented and able to achieve individual goals as well as work as a team player to achieve departmental and / or Bank goals;

Flexibility is necessary with the ability to adapt in an ever changing environment.

Computer Skills

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank related programs

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.The employee is required to regularly lift and / or move up to 10 pounds, frequently lift and / or move up to 25 pounds, and occasionally lift and / or move up to 50 pounds.

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.

Last updated : 2024-05-12