Teller

About the role

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.

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.
• Aid in 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.

Requirements

• 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 is required. 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 is essential. Verbal and written communication skills are necessary. Proficiency with Microsoft Word is required.

Qualifications

• Education: A high school diploma or equivalent is required. A bachelor’s degree in a relevant field is preferred.
• License/Certification: A valid driver’s license and a good driving record are required. A Certified Teller (CT) designation is preferred.

Benefits

Everforth Apex offers a comprehensive benefits package, including medical, dental, vision, life, disability, and other insurance plans. We also offer an ESPP (employee stock purchase program), a 401K program, 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. Professional development opportunities include an on-demand training program, 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. We also have a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.