Teller I - Part Time
First United Bank · Frisco, TX · 3 days ago
FinancePart-time
About the role
This position is responsible for providing exceptional service to bank customers by conducting appropriate transactions and meeting customer needs through referrals to appropriate bank departments.
Responsibilities
- Explains, promotes, and sells products and services such as traveler’s checks, savings bonds, money orders, and cashier’s checks.
- Cross-sells additional bank products and directs customers to representatives for new accounts or investing needs.
- Receives checking and savings deposits: verifies cash and endorsements, receives proper identification for cash back, and issues receipts.
- Identifies counterfeit currency.
- Examines checks deposited and determines proper funds availability based on regulation requirements; completes Hold Notices when necessary.
- Cashes checks and pays out money after verification of signatures and customer balances; processes savings withdrawals.
- Enters transactions into computer and issues computer-generated receipts.
- Answers basic customer inquiries regarding service charges and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
- Accepts loan payments: verifies payment amount and issues receipts.
- Buys and sells currency from the vault while ensuring teller drawer cash limits are not exceeded according to Teller Policy guidelines.
- Receives FICA payments: verifies deposit coupons are properly completed and checks are made payable to the “Bank”.
- Follows procedures for removing accounts from dormancy and places holds on accounts for uncollected funds unless pre-approved by Officer/Supervisor.
- Balances drawer daily, including periodic batching of cashed checks.
- Counts and balances cash in automated teller machines and night depository; counts and rolls loose coins.
- Enters required information into Vertex for Currency Transaction and Log Entry Reports.
- Attends weekly sales meetings and monthly community bank meetings.
- Handles customer complaints and escalates issues to supervisor as needed.
- Recommends to supervisor possible methods to improve the department.
- Completes all required compliance exams on a yearly basis.
- Adheres to all First United Policies and Procedures, including Teller Policy.
- Dresses professionally.
Requirements
- High school diploma or GED required.
- Cash handling, sales, or customer service experience preferred.
- Prior teller experience preferred.
Skills
- Basic mathematical skills.
- Exceptional customer service skills.
- Good problem-solving and decision-making skills.
- Demonstrates good judgment and ability to make on-the-spot decisions regarding customer transactions, balancing customer satisfaction with bank exposure to loss or fraud.
- Ability to work in a fast-paced environment and handle pressure.
- Strong communication skills (written, verbal, and non-verbal).
- Ability to use email, phone, and other communication tools.
- Dependable with adherence to timelines and schedules.
Location: Frisco-Lebanon