Teller I

POSITION SUMMARY:

Provides service to customers and their accounts, cross-selling bank products, and complying with bank operations.

ACCOUNTABILITIES: ***

Paying and Receiving Items: 50%

• Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier’s checks, traveler’s checks, and Savings Bonds; answering questions in person or on the telephone; referring to other bank services.

Balancing cash drawer: 20%

• Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins, reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to lead teller; maintaining supply of cash and currency.

Sales: 15%

• Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers’ needs; directing customers to a branch representative.

Other Duties: 15%

• Records transaction by logging cashier’s checks, money orders, pre-loaded cards and other special services; preparing currency transaction reports; recording and filing cashed savings bonds.

• Complies with bank operations and security procedures by participating in all dual-control functions and regulatory compliance; maintaining customer traffic surveys; auditing other tellers’ currency; assisting in certification of proof.

• May be responsible for receptionist duties.

• Contributes to team effort by accomplishing related results as needed.

• Maintains customer confidence and protects bank operations by keeping information confidential.

• Attends mandatory compliance and security sessions. Monitors daily work for adherence to compliance and security regulations, policies/procedures, and promptly corrects any deficiencies.

*** % is based on average of all positions; some %’s may vary dependent upon the location

COMPETENCIES:

Initiative:

• Exhibits the action of taking the first step such as originating new ideas or ability to think and act without being asked.

Customer Service:

• Exhibits customer focus, acknowledges & listens to customer, and provides friendly, courteous, and efficient service.

Team Skills:

• Works together with a group of people to coordinate and help each other in daily tasks.

Attention to Detail/Accuracy:

• Is careful, exact, and free from mistakes and errors. Adheres closely to a set of standards.

Verbal/Written Communication Skills:

• Provides information to customers outside the organization, supervisors, co-workers, and subordinates clearly and concisely in writing, by telephone, or through e-mail.

Goal Setting:

• Identifies specific business and personal career goals, plus a process to review accomplishment of goals.

Overall Performance:

• Demonstrates knowledge and understanding of strengths/opportunities for improvement.