PT Teller

Division: Retail Banking • Department: Various – Branch Network • Reports to: Branch Manager • Status: Non‑Exempt • Grade: 4 • Location: New Hartford, NY

Purpose

The Teller position serves as the main point of contact for customers, processing financial transactions efficiently and accurately while delivering an exceptional customer experience. The role cultivates relationships, promotes Beacon Bank’s products and services, supports digital banking engagement, and ensures compliance with all bank policies, procedures, and regulatory requirements.

Key Responsibilities

• Customer Relationship Management
  • Provide an outstanding customer experience at all points of contact.
  • Build, retain, and expand customer relationships by recommending and referring products and services.
  • Assist customers with digital banking services and recommend convenient banking options.
  • Participate in branch initiatives and community involvement to develop new business.
• Sales & Referral Goals
  • Recognize and offer recommendations for customer needs and goals, including referrals to line‑of‑business partners.
  • Meet or exceed individual teller incentive goals and contribute to overall branch goals.
  • Actively participate in all branch initiatives.
• Transaction Processing & Operations
  • Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services.
  • Maintain and balance a cash drawer daily within guidelines.
  • Handle cash in an organized, timely, and accurate manner.
  • Assist with daily branch responsibilities to ensure proper balancing and timely delivery of work to appropriate departments.
• Branch Operations & Compliance
  • Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information.
  • Ensure compliance with all banking regulations, policies, and procedures, including BSA/AML.
  • Act as a deterrent to robbery and fraud by adhering to procedures.

Education & Experience

• High school diploma or equivalent required.
• Cash‑handling experience preferred.
• Prior customer service experience preferred.
• Strong customer service and communication skills.
• Good listening, judgment, and decision‑making abilities.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Prompt and reliable attendance.

Skills & Knowledge

• Strong interpersonal skills.
• Enthusiastic, goal‑oriented, and customer‑focused.
• Ability to be flexible in a fast‑paced environment.

Behavioral Expectations

• Demonstrate teamwork, adaptability, accountability, and leadership in alignment with Beacon Bank’s core values.
• Uphold “The Core Four” guiding principles that illustrate how Beacon Bank serves clients, colleagues, and communities.

Pay

Salary range: $20.00 – $24.91 per hour. Actual compensation within the range will be determined based on skills, prior relevant experience, and specific work location.

Schedule

20 hours per week. Availability to work Saturday hours and travel to nearby offices as required.