Jobs · Finance · California

Teller

Tri Counties Bank · Fortuna, CA · 2 mo ago
On-siteFinance$18–$19/hrFull-time

POSITION SUMMARY & MISSION

The Teller position at Tri Counties Bank is designed to sustain and elevate trust and satisfaction of our customers by executing account transactions, making referrals to banking partners, and proactively initiating telephone contact with account holders.

SCOPE & COMPLEXITY

Safeguard a cash fund of up to $25,000, maintaining an accurate record of deposits and disbursements. Execute an average of 25-50 account transactions per day for customers visiting the branch. Regularly operate nine desktop computer applications for various banking tasks.

Major Responsibilities

  • Handles customer service transactions, such as receiving and disbursing funds, posting deposits and withdrawing funds.
  • Provides information and assistance in researching customer problems, balances a cash drawer daily, and answers customer inquiries.
  • Probes for customer financial needs and recommends bank products and services.
  • Refers retail loan and deposit products.
  • Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
  • Completes necessary documentation and data entry.
  • Processes all deposit and loan transactions.
  • Makes outbound calls to new and existing customers to maintain contact and satisfy servicing needs.

Education, Experience And Other Skills Required

  • A high school diploma or GED is required.
  • Effective selling and cross-selling skills are essential.
  • Excellent written and verbal communication skills are necessary.
  • Ability to utilize personal computers and Windows based programs is required.
  • Able to successfully complete Bank’s product and sales training courses is beneficial.

Physical Requirements

May be required to lift up to 25 pounds.

LEVEL DISTINCTION

  • Teller I - 0 to 6 months, no experience
  • Teller II - 6 months to 2 years banking experience
  • Teller III - 2 or more years banking experience

PAY AND BENEFITS

The hiring range for this opportunity is $18.00 to $19.00 per hour. The total compensation package may be modified by location and is commensurate with qualifications and experience. Benefits include medical, dental, vision, 401K, ESOP, holiday, vacation and sick time.

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