Teller I

About the Role

A Teller I performs routine and intermediate branch and customer service duties, including processing deposits, withdrawals, and loan payments, while promoting the bank’s products and services.

Responsibilities

• Accept retail and commercial checking and savings deposits, ensuring all documents are in proper form, and issue receipts.
• Cash checks, savings withdrawals, and make cash advances after verifying proper authorization and limits.
• Assist with night depository duties, including logging bags, processing deposits, and issuing receipts.
• May assist in opening/closing the vault and balancing vault currency and coin.
• Operate computer terminals to process account activity, determine balances, and resolve problems within given authority.
• Issue official checks, traveler’s checks, and gift cards.
• Cross-sell the bank’s products and services, referring customers to appropriate staff.
• Perform safe deposit duties, including controlling access and assisting customers.
• Process stop payment and hold orders, as well as loan, credit card, and installment payments.
• Balance cash drawer daily and verify cash transactions with the vault.
• Provide effective customer service and assist in resolving problems within given authority.
• Record, file, update information, and sort mail or reports as required.
• Answer telephones and direct callers to proper bank personnel.
• Process teller work through branch capture and assist with imaging research.
• Gather data and process reports (e.g., currency transactions, returned items, overdrafts, callbacks).
• Process address changes, check orders, traveler’s checks, collections, change orders, and deposit slip corrections.
• Type routine letters, reports, and forms; maintain files; copy and fax documents; and order/distribute supplies.
• Ensure security of branch personnel and bank procedures, including opening/closing protocols.
• May prepare and verify currency shipments.
• Complete annual compliance courses and adhere to corporate policies, federal/state regulations, and laws (e.g., Bank Secrecy Act, Anti-Money Laundering Act).
• Adhere to service excellence standards and perform other duties as required.

Requirements

• High school diploma or GED.
• Work-related experience (e.g., reception or secretarial duties in a business environment) or financial industry-related education.
• Intermediate knowledge of bank operations, products, services, and related laws/regulations.
• Excellent organizational and time management skills; ability to work with minimal supervision.
• Intermediate computer skills, including terminal operation, word processing, spreadsheets, and specialty software.
• Exceptional verbal, written, and interpersonal communication skills.

Skills

• Customer service and problem-solving within given authority.
• Attention to detail and teamwork.
• Self-control, diplomacy, and discretion in customer and employee interactions.
• Ability to follow instructions and exercise judgment when necessary.

Physical & Cognitive Demands

• Vision, hearing, speech, and dexterity; ability to stand, walk, sit, and use hands/fingers.
• Valid driver’s license required.
• Ability to work scheduled hours to complete essential functions.
• Professional office environment with standard equipment.
• Cognitive requirements: learning, concentration, problem-solving, and customer relations.
• Reasonable accommodations may be made for individuals with disabilities.