Teller I

JOB DESCRIPTION JOB TITLE: Teller I DEPARTMENT: Branch Operations FLSA STATUS: Non-Exempt DATE: July 2026 SECURITY SENSITIVE: No REPORTS TO: Retail Branch Manager JOB SUMMARY The Teller I is responsible for delivering exceptional customer service while accurately processing routine financial transactions and maintaining compliance with bank policies and procedures. This role supports branch operations by ensuring secure cash handling, assisting with account services, and identifying customer needs to refer appropriate banking products. ESSENTIAL DUTIES AND OTHER RESPONSIBILITIES Greet customers in a professional, courteous manner and deliver prompt, accurate, and efficient service for all routine banking transactions, including deposits, withdrawals, check cashing, account transfers, loan payments, and coin machine processing. Utilize teller systems with proficiency; process transactions confidently while maintaining accuracy, including handling cash advances, savings bonds, monetary instruments, and wire transfer forms. Follow opening and closing procedures with attention to security and compliance. Maintain daily cash drawer accuracy, assist in balancing the ATM and cassettes using dual control, and follow teller outage procedures if discrepancies arise. Confidently navigate customer profiles to verify account details, debit card history, and transaction records; recognize customer needs and refer appropriate banking products and services. Understand and apply bank policies and regulatory requirements and escalat suspicious activity or fraud concerns as needed. Process debit card creation and maintenance tasks using View email address on click.appcast.io, including printing, warming/hot carding, and card restocking. Maintain a clean, organized workstation; regularly service teller equipment and securely handle sensitive customer information. Complete and maintain accurate branch logs and understand the importance of dual control, documentation, and proper form completion. Access shared drives to retrieve forms, procedures, and training materials; stay current by participating in ongoing training related to products, systems, compliance, and bank services. Provide professional customer service in person and over the phone, confidently transferring calls and responding to inquiries regarding accounts, services, and general banking questions. Understand account types and associated features offered by the bank to better assist and refer customers. Recognize when overdraft privilege is present and know appropriate internal contacts for further assistance. Assist with safe deposit box procedures, including customer verification, access, and signer changes using OnBoard, while adhering to all bank access and documentation requirements. Exhibit exemplary attendance and punctuality. Comply with company policies and procedures. Perform other duties as assigned. Based on the essential duties listed above, this position is considered security-sensitive and therefore all work must be performed following quality standards and established security procedures. KNOWLEDGE, SKILLS, AND ABILITIES Knowledge of basic banking products, services, and procedures. Understanding of cash handling and cash drawer balancing techniques. Familiarity with bank security policies, regulatory compliance, and privacy requirements. Knowledge of customer service principles and best practices. Working knowledge of banking software and data entry systems. Skill in accurately handling cash transactions and reconciling cash drawers. Strong verbal communication and interpersonal skills to engage customers effectively. Ability to operate banking equipment such as teller terminals and cash counters. Basic problem-solving skills to address routine customer inquiries. Time management and multitasking skills to perform duties efficiently in a fast-paced environment. Ability to maintain confidentiality and handle sensitive customer information with discretion. Ability to follow established policies and procedures with minimal supervision. Ability to identify and elevate suspicious or fraudulent activity. Ability to adapt to changes in procedures, policies, and technology. Ability to work accurately under pressure while maintaining attention to detail. SUPERVISORY RESPONSIBILITIES AND INTERACTIONS WITH OTHERS This position does not have any supervisory responsibilities. However, the Teller I interacts with co-workers and customers daily. EDUCATION, TRAINING, AND EXPERIENCE A high school diploma or equivalent is required. Previous cash handling or customer service experience is preferred, but on-the-job training will be provided. Basic computer skills and the ability to learn banking software applications are required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, and see using close- and/or distance-vision, and use their hands to touch, grasp, or type. The employee may occasionally be required to reach with their hands and arms, walk, and lift or move objects up to 20 pounds. Hand-eye coordination is necessary to operate computers and various pieces of office equipment. WORKING CONDITIONS Duties are typically performed in an office environment. The work environment is usually a well-lighted, environmentally controlled indoor environment with a moderate level of noise. This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m. Work hours may vary depending on the operational activities and required duties; evening and weekend work may be occasionally required. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws. This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties may differ from those outlined in the job description and other duties, as assigned, may be required. This document does not create an employment contract. Employees are employed on an "at-will" basis and may be terminated at any time. Consistent with all federal and state disability laws, Union Bank will provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause a direct threat to this individual or others in the workplace and the threat cannot be eliminated by reasonable accommodation or cause undue hardship to the organization. Union Bank provides equal employment opportunities to all applicants. By signing below, I acknowledge that I have read and understand this job description. _______________________________________________ ____________________________ Employee Signature Date #J-18808-Ljbffr