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

• Receives retail and commercial checking and savings deposits, ensuring all documents are in proper form and issuing receipts.
• Cashes checks, savings withdrawals, and makes cash advances after verifying proper authorization and limits.
• Assists 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.
• Operates computer terminals to process account activity, determine balances, and resolve problems within given authority.
• Issues official checks, traveler’s checks, and gift cards.
• Cross-sells bank products and services, referring customers to appropriate staff.
• Performs safe deposit duties, including controlling access and assisting customers.
• Processes stop payment and hold orders, as well as loan, credit card, and installment payments.
• Balances cash drawer daily and verifies cash transactions with the vault.
• Provides customer service and assists in resolving problems within given authority.
• Records, files, updates information, and sorts mail or reports as required.
• Answers telephones and directs callers to proper bank personnel.
• Processes teller work through branch capture and assists with imaging research.
• Gathers data and processes reports (e.g., currency transactions, returned items, overdrafts, callbacks).
• Processes address changes, check orders, traveler’s checks, collections, change orders, and deposit slip corrections.
• Types routine letters, reports, and forms; maintains files; and orders/distributes supplies.
• Ensures security of branch personnel and bank procedures, including opening/closing protocols.
• May prepare and verify currency shipments.
• Completes annual compliance courses and adheres to corporate policies, federal/state regulations, and laws (e.g., Bank Secrecy Act, Anti-Money Laundering Act).
• Performs 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.
• 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 diplomacy and self-control.
• Discretion and sound judgment in decision-making.