Teller

Job Description

Job Title Teller I Job No. N-05

Division Retail Banking Effective Date July 1, 2012

Department Branch Current Revision January 29, 2025

Approvals CB

Job Reporting Relationships

Supervised by: Head Teller

Supervises: None

Basic Qualifications

Education/Training: A high school diploma or equivalent.

Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; moderate PC skills; ability to lift approximately thirty (30) lbs. of coin; visual and auditory skills.

Experience: Cash handling experience.

General Responsibilities

Responsible for performing a variety of duties to support the paying and receiving function of the branch office; coordinating work within the office, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Duties

1. Performs a variety of duties to support the paying and receiving function of the branch office of which the following are illustrative:

a. Greets and serves customers in a friendly and courteous manner; learns and keeps current on the Bank’s products and services.

b. Maintains an awareness of new business opportunities with customers; promotes and advises customers on bank products and services to foster new and ongoing customer relationships; actively refers customers to appropriate customer service personnel as per assigned goals.

c. Processes routine customer transactions quickly and accurately, i.e. cashing checks, accepting deposits, processing loan payments, money transfers, and withdrawals, etc.

d. Maintains and balances a cash drawer.

e. Performs daily ATM balancing and maintenance procedures.

f. Performs end-of-shift/day balancing procedures.

g. Prepares daily branch bags for courier pickup.

h. Assembles cash orders as needed for businesses.

i. Operates and balances credit card machine for cash advances.

j. Prepares and files Bank records.

k. Scans, checks, and verifies daily work.

l. Maintains general supply inventory of Teller area.

m. Provides customer assistance as Safe Deposit Box Attendant.

n. May accept wires and assist with vault balancing duties.

o. Participates in community activities as encouraged by the Bank.

2. Coordinates specific work tasks with other personnel within the branch office as well as with other departments in order to ensure the smooth and efficient flow of information.

3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other

forms of illegal discriminatory behavior in the work place.

4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

5. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel.

6. Responds to inquiries relating to his/her particular area, or to requests from customers, other Bank personnel, etc., within given time frames and within established policy.

Ancillary Duties

1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Job Location

All levels

Assigned branch location

Equipment/Machines

1. Telephone

2. Calculator

3. Copy machine

4. Fax machine

5. PC/Computer keyboard

6. Printer

7. Scanner

8. Coin machine(s)

9. Currency verifier

10. Combination lock

11. Office security equipment