Teller​/Accounts Representative

Join to apply for the Teller/New Accounts Representative role at Bank of the San Juans

2 days ago – Be among the first 25 applicants

Are you a customer service and sales extraordinaire? Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience. The primary responsibilities of this role are to process customer transactions accurately and effectively, open various types of accounts, maintain existing accounts, and deliver exceptional customer service.

A New Account Representative must be an expert in the products and services offered by Bank of the San Juans and promote the bank’s Core Values:
Honesty and Integrity, Service to the Customer, Teamwork, Respect for the Individual, and Giving to the Communities We Serve.

The salary range for this position is $18.50 to $21.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

• Teller Functions:
  • Accurately perform a variety of teller transactions, including but not limited to cashing checks, processing withdrawals and deposits, issuing cashier checks, and change orders.
  • Know and maintain cash drawer limits.
  • Know how to properly /verify customers.
  • Have a strong understanding of bank products and services and be able to accurately present them to customers.
  • Promote high performance growth and all that it entails.
  • Assist customers with non‑transactional needs/requests and answer incoming calls.
  • Balance teller drawer, cash vault, coin machine, and Teller Cash Recycler (TCR).
  • Open and/or close the branch daily as scheduled.
• New Account Functions:
  • Provide a wide range of customer services related to account management, including opening, closing, and maintaining various business and personal account types such as: checking, savings, money market, IRA, HSA, CDs, and safe deposit boxes.
  • Clearly and thoroughly review all New Account Disclosures with customers to ensure understanding.
  • Prepare new or updated account documents, obtain authorizing signatures, and scan completed documents within the allotted timeframe.
  • Perform Customer Information File (CIF) and account maintenance.
  • Respond confidently to inquiries about FDIC insurance coverage and advise customers on ways to maximize their insured limits.
  • Maintain a strong understanding of the bank’s products and services and confidently present them to customers; leverage every customer interaction as an opportunity to recommend additional products or services that align with their needs and provide added value.
  • Have a basic understanding of e‑banking, cash management, and merchant services.
  • Have a basic understanding of loan products offered and who services those loan products.
  • Complete Position Development Plans (PDP) milestones as required for advancement.

• Demonstrate and understand the importance of clean desk policy, customer confidentiality, and locking workstation.
• Know when dual control is necessary and demonstrate dual control appropriately from start to finish.
• Read account and customer alert messages every time and understand the importance of doing so.
• Be vigilant and watch for fraud that could adversely affect the bank and its customers.

• Adhere to Bank of the San Juans Company Core Values.
• Adhere to all applicable banking regulations, laws, company policies, management directives, security, and operational procedures.
• Complete all required Compliance and Security training assigned by GBCI and BSJ within the designated time frames; proactively seek clarification if needed.
• Adhere to Bank Security Policy and report security risks to management.
• Keep management appropriately informed of area activities and any significant problems.
• Support the bank’s mission by participating in community service and bank‑sponsored activities, while consistently representing the bank professionally.
• Be capable of regular, reliable, and timely…