Customer-First Teller & Digital Banking Guide

Division: Retail Banking Department: Various – Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 4 Salary Range: $20.00 - $24.91 Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Carmel, NY Purpose/Objective The Teller position serves as the main point of contact for customers, processing financial transactions efficiently and accurately while delivering an exceptional customer experience. Cultivate relationships, promote Beacon Bank’s products and services, and support digital banking engagement. Ensure compliance with all bank policies, procedures, and regulatory requirements. Key Accountabilities Customer Relationship Management Provide an outstanding customer experience at all points of contact. Build, retain, and expand customer relationships by recommending and referring products and services to meet our customer needs. Assist customers with digital banking services and recommend convenient banking options. Participate in branch initiatives and community involvement to develop new business. Sales & Referral Goals Recognize and offer recommendations for our customer needs and goals including referrals to line of business partners. Meet or exceed individual teller incentive goals and contribute to overall branch goals. Actively participate in all branch initiatives. Transaction Processing & Operations Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services. Maintain and balance a cash drawer daily within guidelines. Handle cash in an organized, timely, and accurate manner. Assist with daily branch responsibilities to ensure proper balancing and timely delivery of work to appropriate departments. Branch Operations & Compliance Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices. Ensure compliance with all banking regulations, policies and procedures, including BSA/AML. Act as a deterrent to robbery and fraud by adhering to procedures. Education High school diploma or equivalent required. Experience Cash handling experience preferred. Prior customer service experience preferred. Strong customer service and communication skills. Good listening, judgment, and decision-making abilities. Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook). Prompt and reliable attendance. Available to work Saturday hours and travel to nearby offices as required. Skills & Knowledge Strong interpersonal skills. Enthusiastic, goal-oriented, and customer-focused. Ability to be flexible in a fast-paced environment. Behavioral Expectations Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values. The Core Four are the guiding principles that illustrate what we stand for at Beacon Bank and how we serve our clients, colleagues and communities. Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at View email address on click.appcast.io. #J-18808-Ljbffr Beacon Bank