Consumer Lender - Support

About the role

We are seeking a customer-focused and detail-oriented Bank Teller to support daily banking operations and provide excellent customer service. This role is responsible for processing financial transactions, assisting customers with account inquiries, promoting relevant banking products and services, and ensuring compliance with established banking policies and security procedures.

Responsibilities

Customer Service

• Greet customers warmly and professionally.
• Assist with account inquiries, product information, and general banking questions.
• Recommend appropriate banking products and services based on customer needs.
• Address customer concerns and direct complex inquiries to the appropriate team member.

Transaction Processing

• Process deposits, withdrawals, transfers, and payments accurately and efficiently.
• Issue cashier’s checks and money orders and process loan payments as needed.
• Balance cash drawers daily and maintain accurate transaction records.
• Identify and resolve transaction discrepancies promptly.

Compliance & Security

• Follow all bank policies, procedures, and applicable regulatory guidelines, including BSA and AML requirements.
• Verify customer identification and protect confidential financial information.
• Recognize and report suspicious activity and potential fraud.
• Follow established cash-handling, security, and fraud prevention procedures.

Branch Support

• Assist with daily branch opening and closing procedures.
• Maintain an organized workstation and replenish supplies as needed.
• Collaborate with team members to support efficient branch operations.
• Provide assistance during peak business hours and support other team members as needed.

Qualifications

• Previous experience in banking, cash handling, retail, or customer service preferred.
• Strong communication and interpersonal skills.
• Excellent attention to detail and numerical accuracy.
• Ability to handle cash responsibly and maintain confidentiality.
• Basic computer skills and the ability to learn banking software and systems.
• Strong organizational, problem-solving, and time management skills.
• Commitment to providing excellent customer service while following established procedures.

Ideal candidate

The ideal candidate is dependable, professional, and customer-oriented, with a strong commitment to accuracy, confidentiality, and compliance. They can process transactions efficiently, communicate effectively with customers, and contribute positively to a team-oriented branch environment.