Teller, Customer Service​/HelpDesk

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This position will split their time between our Ada and Grand Rapids (Cascade) Branch.

The Teller I position is responsible for providing best‑in‑class customer experience regarding daily transactions, addressing inquiries, and problem resolution in accordance with Union Bank policies. The functions range from basic to moderate in complexity. The Teller I will refer customers for products and services discovered during interactions and/or conversations. This position is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

The Teller I is accountable for always doing the right thing for customers and colleagues, ensuring that actions and behaviors drive a positive customer experience.

• Promote good customer experiences by consistently providing best‑in‑class customer satisfaction.
• Have a developed rapport with the customer base and knowledge of account ownership.
• Process a variety of transactions, including but not limited to check cashing, deposits, withdrawals, and payments.
• Count, prove, and package currency and coin.
• Redeem US Savings Bonds.
• Assist in night depository functions.
• Assist customers with safe deposit box access in accordance with bank policies and procedures.
• Operate TCR machines where applicable, including balancing the TCR drawer at the end of the day.
• Fund and sell pre‑paid Visa Cards.
• Process various transactions related to CDs.
• Perform a variety of customer service transactions such as account holds, stop payments, ACH forms, AFT forms, and other forms/documents as needed.
• Serve as dual control to branch activities, including the ATM and Vault.

• Know and adhere to appropriate security and emergency procedures.
• Keep customer information in a secured area at all times while maintaining an organized workstation.
• Maintain knowledge of the bank’s policies and procedures.
• Cash checks following proper bank procedures, ensuring funds are available and collected.
• Maintain balancing records in line with policy and correct outages as needed.
• Assist in the opening and closing of the branch.
• Perform ongoing maintenance of scanners, validators, coin counters, TCR, etc.

• Consistently meet or exceed sales referrals set by management.
• Actively participate in branch huddles, sales meetings, and staff meetings.
• Maintain a thorough understanding of all retail products and services offered.
• Initiate conversations to uncover customer needs and effectively refer customers to line‑of‑business partners (Mortgage, Commercial, TM, etc.) for the sale of bank products and services.

• Perform other duties as assigned by the Branch Manager, Customer Service Manager, or Assistant Branch Manager.
• Familiar with and abide by all bank regulations, including but not limited to BSA and OFAC.

• Stationed in a branch within the teller area 95% of working time.
• Ability to travel to work at different branches with short notice or as scheduled.
• No particular hazards on the job.
• Ability to stand for long periods, stoop, bend, twist, and lift up to 50 pounds occasionally.

• Successful completion of the 90‑Day Teller Certification.
• Good interpersonal skills, including listening, verbal and written communication with coworkers and customers.
• Exemplary customer service skills.
• Ability to follow directions and be attentive to details and accuracy.
• Ability to retain confidential information.
• Exemplify professional appearance guidelines as stated in company policies.
• Professional phone etiquette required for both internal and external communication.

• High school diploma or equivalent.
• Prior cash handling and customer service experience preferred.

Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

This job description does not list all of the duties of the job. Other duties and responsibilities may be assigned. This job description may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.