Teller FT
Kleberg Bank
Teller Position
Kleberg Bank, N.A. believes that the customer's experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing "Excellent" customer service. Therefore, we are seeking a Teller with unrivaled integrity, solid work ethic and a passion for service. The Teller is responsible for all customer service, sales, and relationship management duties while reaching established goals. Master the Kleberg Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties
- Must demonstrate ability to learn teller functions as described in the policies, procedures and performance standards established by the Bank.
- In conducting transactions, must verify amounts and examine checks for proper endorsement and signature.
- Must balance cash drawer at the end of the shift and compare to the computer-generated totals from teller system.
- Must report all discrepancies to the supervisor as necessary.
- Verify and tray necessary coin to be used by vault and tellers.
- Learn security and vault procedures.
- May be responsible for scheduling and vault supervision
- Service customers by processing a variety of transactions quickly with minimal or no errors according to established Kleberg Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; accepting and processing payments for loans and other services.
- Verify all transactions, places holds when appropriate and work cash drawer through completion of assigned shift to ensure compliance with Kleberg Bank standards policies.
- Seeks assistance as needed to resolve proof work discrepancies. Issue money orders, cashier's checks, and processes coin assessing appropriate fees for all services.
- Knowledge of all cash controls including but not limited to; cash drawer limits, balancing cash, balancing of vault, ordering and selling money, deposit review, and placing holds.
- Assist with ATM balancing procedures and night deposit procedures.
- Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
- Continually meets customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty in accordance with Kleberg Bank standards.
- Identify and match customer product needs with Kleberg Bank products and services by probing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
- Have working knowledge of Bank's Products and Services enabling sells and cross sales at every opportunity
- Perform security functions as listed in the Center Opening and Closing Procedures, and ensuring overall safety and security of bank grounds. Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
- Proactively resolve customer complaints, problems or other issues. Make independent decisions on various customer problems.
- Work in a team setting.
- Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor.
Required Education and Experience
- High School Diploma and minimum of 1 years related experience and/or training in banking or related industry.
- Must be competent and knowledgeable in branch operations policies and procedures.
Preferred Education and Experience
- College degree and 5-7 years management in Banking or related industry.
AAP/EEO Statement
Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.
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