Teller - 30-32 Hours Per Week

Position Summary

Provides a variety of customer service functions involving the receipt and payment of money in an efficient, professional, and accurate manner. Maintains and balances a cash drawer and/or vault on a daily basis. Identifies the needs of customers and informs them of bank products and services which meet those needs or refers them to the appropriate associate. Understands and completes job responsibilities in accordance with federal and state compliance regulations and bank policies and procedures.

Essential Job Functions

• Teller I
  • Functions as the bank's primary contact with the public.
  • Serves customers efficiently, professionally, and accurately to encourage satisfaction.
  • Processes a variety of transactions including checking, savings, loan, credit‑card, money orders, traveler’s checks, certified checks, etc.
  • Maintains and balances cash drawer and/or vault cash levels daily according to established policies and the Incentive Plan.
  • Professionally promotes and sells additional bank services and products.
  • Recognizes additional customer needs and refers to appropriate associate.
  • Strictly follows all security and internal control procedures; notifies supervisor of any suspicious activity or questionable transactions.
  • Performs assigned duties such as verification and shipment of food stamps, buying and selling foreign currency, processing mail‑received transactions, distributing night depository bags, and evaluating large currency reports.
  • Maintains cash‑counting equipment as needed.
• Teller II (performs all Teller I functions, plus):
  • Audits reports and compliance regulations including Regulation CC, D, DD, E, Privacy, BSA, and NACHA rules.
  • Processes NSF checks per bank procedures; proofreads, posts, and balances the general ledger.
  • Balances travelers checks weekly; generates and balances stop payments for checking accounts, non‑posts, and CD interest checks.
  • Proofreads reports for accuracy and dual‑control purposes.
  • Communicates with customers and associates verbally and in writing regarding account balances, debits, and credits.
  • Initiates changes to customer accounts and bank accounting records for corrections.
  • Researches adjustments and constructs account histories as requested.
  • May train new client service representatives and explain policies and procedures.
  • May serve as a vault teller: counts, sorts, and wraps coin and currency; verifies large deposits; assembles change orders; balances coin machines; plans cash requirements for correspondent banks and credit unions; orders, verifies, ships, and receives coin and currency to/from the Federal Reserve; supplies ATMs with balancing money.
• Teller III (performs all Teller I/II functions, plus):
  • Responsible for new customer acquisition and managing an existing customer portfolio to ensure branch growth.
  • Utilizes sales skills to identify prospects, follow up on leads, and increase product/service usage.
  • Interviews customers for new accounts and consumer loans, obtaining biographical data to determine appropriate products.
  • Prepares documentation to ensure accounts are processed properly and comply with state and federal regulations.
  • Must possess or be able to obtain Wisconsin Life and Accident/Health Insurance licenses, Notary certification, and NMLS certification.

Equipment Used

• Personal computer in a Windows environment for word processing, spreadsheets, email, internet/intranet, and bank‑specific software.
• Office equipment: computer printer, ten‑key calculator, fax machine, copy machine, and multi‑line telephone.

Minimum Qualifications

• Teller I
  • High school diploma or equivalent (or be in good academic standing in high school).
  • Customer‑service related and banking experience preferred.
  • Courteous and professional attitude.
  • Effective problem‑solving, planning, and organizational skills.
  • Basic mathematical skills.
  • Strong computer skills and ability to input and retrieve computerized information.
  • Ability to maintain the integrity of highly confidential customer and bank information.
  • Ability to handle time pressures, multitask, and prioritize requests.
• Teller II / Teller III
  • High school diploma or equivalent required; associate or bachelor’s degree in accounting or finance preferred.
  • One to three years of previous customer‑service‑related experience required; banking experience highly desirable.

Schedule

Approximately 30‑32 hours per week with a rotating Saturday morning shift.

Working Conditions

Work is performed largely in an office environment during normal business hours. Deadline pressure is an integral part of the job. The position requires regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information. Employees will alternate between walking, sitting, standing, stooping, bending, and occasional lifting of up to 15 pounds of office supplies or documents throughout the shift. Employees with disabilities must meet qualification standards that are job‑related and consistent with business necessity and must be able to perform the essential functions of the position, with or without reasonable accommodation.