Teller

Summary:  Provide service to Bank customers by conducting transactions, assisting with inquiries, and resolving issues in a timely manner. In addition, through customer interactions, identify opportunities to cross-share Bank products and services with referrals to a platform employee or other Bank department.

Duties and Responsibilities:

1. Provide high quality service to every customer i.e. smile, greet, address by name, timely assistance, etc.
2. Develop working knowledge of bank products/services via training, Bank website, intranet information, meetings, etc.
3. Identify opportunities to cross-share Bank products/services and refer customers to a platform employee or appropriate Bank department.
4. Assist with customer account inquiries i.e. service charges, balances, account history, etc.
5. Refer customers to a platform employee for transactions or questions that cannot be addressed at the teller line
6. Protect customer privacy and maintain confidentiality
7. Adhere to all Bank policies/procedures
8. Receive checking/savings deposits and withdrawals: verify cash, endorsements, identification, and issue receipts
9. Determine proper funds availability for checks cashed or deposited based on Bank and regulatory requirements
10. Complete Regulation CC Holds, as needed
11. Redeem U.S. Savings Bonds
12. Issue money orders, cashier’s checks
13. Assist safe deposit box customers
14. Accept loan payments: verify payment amount, ensure proper loan payment code, and issue receipts
15. Buy/sell cash from vault as necessary, ensuring teller drawer cash limits are not exceeded
16. Balance teller drawer daily, including locating cash discrepancies
17. Perform end of day balancing and Teller Capture balancing
18. Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and Monetary Instrument Logs (MIL)
19. Refer customers to the Head Teller or Branch Manager for issues that you cannot resolve
20. Balance ATM and load cash into ATM
21. Ensure teller station is properly supplied and neat
22. Maintain security of teller station including keys, combos, cash drawers, and teller work
23. Promote and maintain positive relations with all employees, contacts, customers, and potential customers.
24. Represent the bank in business development efforts and civic and community functions.

Secondary or Additional Job Duties:

1.      This job description in no way states or implies that these are the only duties to be performed. You will be expected to follow any other job-related instructions and to perform other job-related duties as requested by management.

Experience and Other Requirements

1. High school diploma or equivalent
2. 1 year of customer service experience
3. 1 year of cash handling experience
4. Must possess the ability to interact positively with all levels of the organization, including Management, the Board, Coworkers, and the Public.

5.      Excellent oral, written, telephone, organizational and interpersonal communication skills required.

6.      Proficiency in Microsoft applications, including Word and Excel.

7.       Must be proficient using e-mail and the internet.

All First Bank employees are required to:

1.      Be attentive to our customer needs with a welcoming personality.

2.      Possess a team-oriented attitude with a desire to see success in themselves and others.

3.      Maintain a strict standard of confidentiality involving all transactions and relationships.

4.      Develop a working knowledge of all bank products.

Statement of Understanding:

I understand that the above duties and how I perform them are the requirements on which my performance will be judged. It is understood that these duties may be revised from time to time at the discretion of the Bank’s management.

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Employee’s Signature                                              Date

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Bank Representative                                                Date