Senior Teller

Teller Position

Purpose: The teller is the face of the bank, seeing more customers than any other position at BankFive. As an ambassador of first impressions and delivering a world-class customer experience for all current and prospective customers, the teller will deepen and retain existing customer relationships. The teller will accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers while promoting and advising on the bank's products and services.

Essential Duties and Responsibilities: In addition to the Teller duties and responsibilities listed below, the Senior Teller provides guidance to tellers and customers in more complex transactions. Provides assistance in coaching tellers as well as assisting in balancing currency, cash and checks in cash drawers and assisting coworkers in locating work errors.

• Provides efficient, courteous, and world-class customer service to Bank customers and non-customers within the scope of their authority and expertise. Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments; cashing checks.
• Receives and processes customer payments, e.g., mortgage installments, collateral loans.
• Maintains updated knowledge of the Bank's products and services. Identifies and actively follows up on customer sales opportunities and makes referrals to appropriate departments in line with established targets. Provides referrals to appropriate business partners as needed.
• Ensures the accuracy of transaction processing and recordkeeping. Balances transactions and cash at the end of the day and participates in the branch settlement. Complies with various bank procedures as they pertain to BSA compliance and maintains various logs, records, and inventories, as prescribed by bank procedures.
• Ensures that transactions are processed and the proper documentation is completed in compliance with applicable laws and regulations. Performs all duties in accordance with prescribed regulatory compliance guidelines.
• Identify referral opportunities that will benefit the customer while deepening their banking relationship with BankFive.
• Depending upon the branch assigned, will have additional duties. This includes, but is not limited to, vault custodian, ATM custodian, etc.
• Completes other projects as assigned.

Qualifications:

• Associate's degree in Business or related area is preferred; High School diploma or equivalent is required.
• Previous teller experience or similar level of customer service experience preferred.
• Must be able to perform basic math procedures.
• Problem solving skills required.
• Ability to use various office equipment including computer terminal; Intermediate Microsoft Office skills preferred; knowledge of banking platform programs required.
• Ability to work under pressure, within deadlines, prioritize and manage changing priorities and multiple tasks simultaneously.

Effort:

• Able to lift in excess of 50 lbs.
• Must be able to stand for an extended period of time.
• Essential to follow written and verbal directions.
• This role routinely uses standard office equipment such as computers, photocopiers, and scanners.
• Needs to be able to move about inside the office space to access file cabinets, office equipment, etc. May work in closets / confined storage areas.
• Use of hands and fingers to handle/ operate a computer and other office machinery such as a calculator, copy machine, scanner, computer printer.
• Position does involve crawling/ squatting / kneeling/ to place or move objects under desks or in closets.
• Frequently communicates verbally directly with customers and coworkers; uses telephone to exchange information.
• Specific vision abilities required by this job include: close vision, distance vision, ability to adjust focus.
• Regular travel between main office and branches, often within day of notice.

Work Environment:

• Hours vary by week and with early arrival, late departure, overtime, and/or Saturday / Sunday hours.
• Work is primarily performed standing behind the teller line within the branch.
• Frequent distractions include overhearing coworker conversations, employees working through the area and similar interruptions.