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. This position is ideal for individuals with less than 3 years of teller experience.

Responsibilities

• Accept retail and commercial checking and savings deposits, ensuring all documents are in proper form and issuing 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.
• 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.
• Prepare and verify orders for 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 in reception, secretarial duties, or a business/financial environment.
• 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.
• Valid driver’s license.
• Ability to stand, walk, sit, and use hands/fingers for extended periods.
• Ability to work scheduled hours required for the role.

Skills

• Learning, thinking, and concentration in a customer-service environment.
• Attention to detail and teamwork.
• Effective interaction with coworkers and customers, including self-control and diplomacy.
• Discretion and sound judgment in customer and employee relations.

Work Environment

This role operates in a professional office setting with standard office equipment. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.