Teller II New Accounts

Responsibilities and Duties

• Performs all regular teller duties including accepting deposits, cashing checks, and performing various customer service-related duties.
• Listens to customer needs to make appropriate customer referrals to other bank staff to promote products and services.
• Receives, researches, and resolves customer inquiries regarding checking and savings accounts.
• Makes account and card maintenance such as changing addresses, ordering or hot cards.
• Prepares holds on deposits.
• Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.
• Performs operational duties as required, which may include vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports.
• Responsible for opening and closing individual and commercial deposit accounts.
• Must obtain appropriate BSA information and business documents for account opening.
• Prepares all paperwork and assists the customer in signing the documents.
• Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers.
• Performs various customer service duties: Answering phone calls and assisting walk-in customers, initiating customer research, Processing check orders, closing accounts, Processing customer account printouts, Sorting daily mail Assisting with NSF, Non-post, and collections Assisting customer with Safe Deposit Boxes Deposit verification for credit purposes
• Maintains customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
• Performs other related duties as assigned by management.

Knowledge, Skills, and Abilities

• Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes.
• Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
• Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.
• Skill in communicating with clients and co-workers in courteous and professional manner.
• Skill in operating computer terminals and printers, back counter capture machine, coin machine and copier.
• Skills in effectively listening to customers and making appropriate referrals.
• Ability to maintain a high level of confidentiality.
• Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.
• Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers' needs is being met.
• Ability to demonstrate accuracy and efficiency in a fast-paced environment.
• Ability to function as a team player.
• Ability to perform any other duties/projects as assigned by management.

Benefits

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program.
• If working less than 35 hours per week, above benefits are modified.