Teller

Teller

This role is responsible for delivering a client service experience while servicing clients with a full range of banking products and services. The position involves executing various administrative and operational activities related to clients, banking products, and services. The individual will interact with clients in person, via telephone, and by email, responding to inquiries and providing information as requested.

Key Responsibilities

• Execute and submit client account servicing activities, including the processing of wires and fund transfers, opening and closing accounts, and maintaining accurate account records.
• Handle paying and receiving activities, including cash transactions and daily balancing.
• Assist with the maintenance and servicing of Safe Deposit Boxes where available.
• Demonstrate expertise in setting up all types of client accounts and services, reviewing documentation for completeness.
• Maintain a strong understanding of policies and procedures, addressing requirements in adherence with risk management and compliance guidelines.
• Maintain knowledge of business applications critical to client and account servicing.
• Stay informed of all new products and services to respond to client questions and expand client relationships.
• Provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs.
• Serve as a mentor to fellow Personal Bankers, offering guidance and direction as needed.

Required Qualifications

Experience: 3-5 years of related experience is required.

Skills:

• Knowledge of banking operations, products, and services is preferred.
• Knowledge of federal regulations and banking guidelines.
• Analytical, problem-solving, and organizational skills are required to identify and resolve requests and manage priorities.
• Ability to work independently and as part of a team.
• Verbal and written communication skills.
• Proficiency with Microsoft Word.

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.