Teller/New Accounts
Pinnacle Bank · Lincoln, NE · 1 mo ago
FinanceFull-time
About the role
Provides quality service by assisting customers accurately and efficiently, and develops long-term customer relationships. Oversees the receiving and paying of money to bank customers, and ensures that accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions is maintained. Performs a broad variety of customer service and sales activities, such as assisting walk-in customers as well as telephone customers with account problems and questions. Sells and opens new accounts, closes accounts, and advises customers on all bank services.
Responsibilities
- Performs all regular teller duties including accepting deposits, cashing checks, and various customer service-related duties.
- Prepares holds on deposits and completes forms such as CTRs, SIRs, and other BSA reporting as necessary.
- Performs operational duties such as vault operations, ordering and shipping cash, ATM settlement, researching teller differences, and completing various reports.
- Opens and closes individual and commercial deposit accounts, obtains appropriate BSA information and business documents, and prepares all paperwork.
- Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers.
- Performs customer service duties including answering phone calls, assisting walk-in customers, initiating customer research, processing check orders, closing accounts, and processing customer account printouts.
- Sorts daily mail and assists with NSF, Non-post, collections, safe deposit boxes, and 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.
Requirements
- High school graduate or equivalent.
- A minimum of 24 months of prior banking experience is generally expected.
- Cash handling and customer contact experience preferred.
- Ability to maintain regular and reliable attendance, and work flexible hours, including weekends if the branch is open.
Skills
- Full knowledge of personal and business banking products offered, with initiative to stay updated on 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 regulations, with willingness to participate in educational opportunities.
- Skill in communicating with clients and co-workers in a courteous and professional manner.
- Skill in operating computer terminals, printers, back counter capture machine, coin machine, and copier.
- Effective listening skills and ability to make appropriate referrals.
- Ability to maintain a high level of confidentiality.
- Ability to perform customer service duties and provide leadership and guidance to team members.
- Ability to ensure efficiency, accuracy, and customer service in a fast-paced environment.
- Ability to function as a team player.
Schedule
Monday through Friday 8:15am - 5:15pm and rotating Saturday mornings.