Teller, Finance & Banking

Description

• Act as the first point of contact for customers, delivering exceptional service, processing transactions in accordance with bank policies and procedures, assisting with customer inquiries, and identifying and referring cross‑sell opportunities.
• Assist customers with transactional needs in accordance with established guidelines, brand model, and service standards, including answering inquiries about account balances, transaction history, service charges, interest rates, and more.
• Maintain daily operational standards, including cash drawer security, balancing the cash drawer, item capture procedures, counterfeit currency identification, and ensuring adequate supplies at the teller station.
• Possess knowledge of bank products and services and educate customers on emerging bank technology and digital solutions.
• Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines, including currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, and more.
• Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures.
• Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations.
• Perform other duties and responsibilities as assigned.

• Strong knowledge of banking operations, cash handling procedures, and regulatory compliance.
• Exceptional customer service skills, with the ability to handle difficult or sensitive situations with empathy and professionalism.
• Strong attention to detail and accuracy.
• Excellent communication skills, both verbal and written.
• Strong problem solving and decision‑making skills.
• Ability to work independently with minimal supervision and make sound judgments.
• High School diploma or equivalent.
• 1+ years’ experience; customer service experience in financial services or retail sales preferred.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.