Teller I (Bilingual in Spanish)

Job Title

Summary

Provides prompt, efficient, and friendly services to clients. Processes business and consumer transactions, including heavy cash handling responsibilities. Responds to clients' needs and inquiries in a courteous and friendly manner. Performs minor account maintenance tasks. Educates clients on bank technology. Assists branch and fellow team members. Ensures safe and sound banking practices. Assist in opening and closing the branch. Performs other miscellaneous duties as assigned.

Essential Duties And Responsibilities

• Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures while maintaining an acceptable balance record.
• Responds to clients’ needs and inquiries in a courteous and friendly manner.
• Performs minor account maintenance tasks, as trained and assigned per branch needs, including but not limited to, address changes, debit card maintenance & check ordering.
• Refers customers to an internal team of experts when additional financial goals and needs are recognized.
• Edits account information, such as address changes, debit card maintenance, and check ordering.
• Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks.
• Ensures safe and sound banking practices, including adherence to all applicable laws and regulations.
• Absorbs the workload of the branch during the closing process, following procedures set by corporate security.
• Performs other miscellaneous duties as assigned.

Qualifications

• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with the ability to cross sell products and services.
• Maintains confidentiality of client transactions and bank records.
• Team-oriented, possess a positive attitude and work well with others.
• Strong oral and written communication skills.
• Operate standard office equipment, such as, computer work stations, calculators, and copiers.
• Prioritize; handle multiple tasks; and work independently.
• Strong organizational skills and detail-oriented with high degree of accuracy.
• Willingness to travel to other locations as necessary for branch coverage.

Supervisory Responsibilities

None

Education And/or Experience

• High School diploma or equivalent required.
• Customer service experience required.
• Experience working in an environment with individual and team goals preferred.
• One year of cash handling experience preferred.

Computer And Software Skills

• Skilled in operation of a personal computer, including Microsoft Word and Excel.
• Google Suite.
• IBS.
• Salesforce.
• Certificates, Licenses and Registrations: None.