Jobs · Finance · Wisconsin

Teller

Winona Daily News · Onalaska, WI · 2 mo ago
FinancePart-time

This position is part-time, 15-25 hours per week including 2-3 Saturday mornings per month. Shifts vary between 7:15am – 5:45pm Monday-Friday and 8:45am – 12:15pm on Saturdays. Occasional shifts may take place at nearby branches.

About the role

This is one of our most critical front-line customer contact positions. Tellers serve as a primary point of contact for customers, assisting them with various financial transactions and providing exceptional customer service. Tellers are responsible for all cash-related transactions, as well as transactions involving paper documents, and play an important role in fraud prevention.

Responsibilities

  • Exceptional Customer Service:
    • Ensure internal and external customers receive outstanding service.
    • Process customer transactions efficiently and accurately, following current policies and procedures.
    • Greet customers, understand their needs, and resolve issues promptly; escalate when needed.
    • Assist customers with banking systems and other inquiries.
    • Maintain professionalism and focus under pressure.
  • Relationship Building:
    • Build strong relationships with customers to understand their financial goals and identify opportunities to meet their needs.
    • Foster long-term customer loyalty through ongoing relationship management and exceptional service.
    • Develop strong internal relationships with coworkers and employees in shared services areas.
  • Sales and Business Development:
    • Collaborate with team members to achieve branch sales goals and contribute to overall business growth.
    • Respond to customer inquiries and forward appropriate requests to other departments.
    • Promote bank products by answering inquiries and informing customers of new services and promotions.
  • Product Knowledge:
    • Maintain basic knowledge of the bank’s products, services, and promotions.
    • Educate customers on features, benefits, and terms of various banking products to help them make informed decisions.
  • Compliance and Risk Management:
    • Complete all required compliance training and certifications on time.
    • Collect Privacy Codes/Security words and update customer email addresses and contact numbers.
    • Process transactions accurately, ensuring compliance with internal policies, procedures, controls, and banking regulations.
    • Follow security and fraud prevention measures to safeguard customer information and bank assets.
    • Disseminate information regarding legal and fraud issues to protect customers and retailers.
  • Operations:
    • Accurately submit customer workflow/task requests in the appropriate systems.
    • Comply with audit regulations concerning the security of your work area and branch location.
    • Process financial transactions including receiving deposits and loan payments, cashing checks, issuing withdrawals, recording night deposits, and selling cashier’s checks and money orders.
    • Maintain a balanced cash drawer and an accurate supply of cash and coin.
    • Organize time to complete duties without sacrificing customer service.
    • Maintain a neat and organized work area.
  • Teamwork/Relationships:
    • Report directly to the Lead Teller with performance and direction engagement from the Market President.
    • Collaborate with team members to ensure smooth and efficient branch operations.
    • Respond to supervisory guidance, ask questions, and perform appropriate follow-up to assist customers.
    • Participate in community activities to promote the bank.
    • Contribute to a positive working environment through words and actions.
    • Maintain regular and dependable on-time attendance.

Requirements

  • 1 year of cash handling and/or customer service experience preferred.
  • Strong computer system proficiency.
  • Attention to detail and ability to multitask and prioritize.
  • Basic math skills (addition, subtraction, multiplication, and division).
  • Ability to maintain concentration and focus in a noisy environment.
  • Ability to interact effectively with others and follow established guidelines and procedures.
  • Knowledge of general bank products and services preferred.

Physical Working Conditions

  • Climate-controlled inside working environment with low noise level; no environmental hazards or chemicals.
  • Regularly required to stand; must occasionally lift and/or move up to 35 pounds.
  • Extensive work on a computer system, coin machine, currency counter, and copier.
  • Requires average ability in manual dexterity, finger dexterity, and motor coordination.
  • Able to speak, see, and hear.

Benefits

  • Competitive wages.
  • Vision insurance.
  • 401(k) retirement plan.
  • Bonus plan.
  • Paid time off.
  • Variety of voluntary supplemental insurance options.

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