Teller II New Acct
Pinnacle Bank · Webb City, MO · 3 mo ago
SalesInternship
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 card 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.
- Opens and closes individual and commercial deposit accounts. Obtains appropriate BSA information and business documents for account opening.
- Prepares all paperwork and assists the customer in signing the documents.
- Sells and opens new accounts, closes accounts, and advises customers on all bank services.
- 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 customers 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, Skill, 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.
- Communicates with clients and co-workers in courteous and professional manner.
- Operates computer terminals and printers, back counter capture machine, coin machine and copier.
- Effectively listens to customers and makes appropriate referrals.
- Maintains a high level of confidentiality.
- 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.
- Ensures appropriate efficiency, accuracy, and customer service is provided to customers to ensure the bank's goals of meeting the customers' needs are being met.
- Demonstrates accuracy and efficiency in a fast-paced environment.
- Functions as a team player.
- Performs any other duties/projects as assigned by management.
Education and Experience
- High school graduate or equivalent.
- A minimum of 30 months of prior banking experience is generally expected.
- Cash handling and customer contact experience preferred.
Physical Requirements
- Applicant will need to have availability Monday – Friday 7:45am-6:15pm and Saturdays from 8:45am-12:15pm, approximately 2-3 Saturdays per month.
- Regular Monday – Friday schedule is anticipated to be Monday–Friday between 9:00am and 6:15pm. Shift times will vary slightly based on operational needs.
- Full time, approximately 40 hours per week.
- The ideal candidate is self-motivated, customer-focused, and passionate about building lasting relationships. They take pride in delivering a well-rounded banking experience—providing transactional support while also working collaboratively to connect customers with financial solutions that support their goals and strengthen our community.