Teller I

Job Summary

To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships. Provide teller services including processing transactions such as deposits, withdrawals, cashing checks, and completing change orders with accuracy. Utilize knowledge and judgment to assure the validity of transactions processed, referring questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior.

Essential Functions

• Customer Service
  • Perform Southside Bank’s customer service standards with each customer interaction.
  • Consistently perform with accuracy and efficiency to build customer confidence and trust.
  • Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
  • Completes customer thank you calls and follow up of problem resolution as directed by management.
  • Know the products and services offered by the Bank with the ability to recall and explain key benefits to the customer.
  • Identify and respond to the needs of new and potential customer by listening and clarifying their needs.
  • Direct customers as needed to other Southside departments.
  • Maintain the security and confidentiality of all sensitive Bank information.
  • Accurately communicate account information to customers.
• Operational Excellence
  • Understand and agree to abide by the policies and procedures established at Southside Bank.
  • Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.).
  • Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.
  • Maintain cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies.
  • Accept and verify customer deposits.
  • Cash checks and process less cash transactions within authorized limits; obtain supervisor’s approval to process transactions which exceed authorized limits.
  • Perform special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy.
  • Continue professional development through training, seminars, membership in professional associations, as applicable.
  • Responsible for complying with audit policies and procedures as they pertain to this position.
  • Understands and agrees to abide by the policies and procedures established at Southside Bank.
  • Must comply with all applicable laws and regulations.
  • Perform collection item processing such as dealer drafts and foreign items.
• Team Relations
  • Maintain a positive and caring atmosphere for customers and employees consistent with the Southside Bank’s mission, CORE Values, and Blue Book culture guide.
  • Contribute to a positive team environment with peers in and out of the branch.
  • Participates in proactive team efforts to achieve departmental and company goals.
  • Assist with opening and closing duties.

Additional Functions

• Participates in special projects as assigned.
• Complies with all safety policies, practices and procedures.
• Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties as assigned or directed.

Required Education/Experience

• High School Graduate or the equivalent required.
• Minimum 6 months cash handling or customer service experience preferred.
• Proficient in typing, 10-key calculator and data entry.
• Excellent oral and written communication skills.
• Completion and comprehension of the following Southside Bank instructor led classes: New Employee Orientation, Teller Training, Teller Advanced and Professional Teller.

Physical Activity/Dexterity

Sedentary physical activity performing non-strenuous daily activities of an administrative nature. Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment

Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Moderate noise (e.g. business office with computers and printers, light traffic).