Teller (Sales and

Job Summary

Provides quality service to customers. Promotes sales of bank services and products.

Essential Functions

Customer Service

Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference)

Adhere to QIS standards.

Actively contribute to team success through clear, effective communication with co-workers.

Sales Referrals

Promote sales of bank’s services. Meet goal of \$110/FTE per month on average.

Cross‑sell appropriate products and services to clients and prospects.

Contribute to Key Initiatives.

At the direction of the CSM, may place outbound sales and service calls to customers and prospects.

Teller Standards and Work Habits

Meet established accuracy and compliance standards, while adhering to policies and procedures.

Un‑located cash differences, operating losses, and BSA errors to be within established limits.

Adhere to Control Consciousness policies and procedures.

Follow branch security procedures in opening, closing, and branch operations.

Under the direction of the CSM, provide support with daily operational tasks including processing Branch Capture, certifications, assisting with cash shipments, and balancing the ATM and Vault.

Meet attendance guidelines.

Sound Decision Making

Exercise good judgment and common sense in protecting bank assets while providing excellent customer service.

Respond well to constructive feedback and work to correct any noted concerns.

Takes personal responsibility for quality and quantity of work.

Compliance Responsibilities

Complete regulatory tutorials to ensure understanding of compliance standards and expectations.

Answer regulatory questions correctly during audit/branch review.

Minimum Knowledge, Prior Work Experience, and Skills Needed to Perform Job Functions

Good customer relations and basic math skills are required.

Physical Demands

The employee may be required to use hands to manipulate computers, calculators, and phones, walk and stand for long periods, occasionally reach, sit, stoop, kneel or crouch, lift and/or move up to 25 pounds, and must have close, distance, color, peripheral vision and ability to adjust focus.

Mental Demands

Accurately count and dispense funds to customers.

Recognize opportunities to cross‑sell products.

Respond positively to challenging customers.

Maintain established service standards.

EOE

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