Teller/New Accounts
Pinnacle Bank · Springfield, 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, ensuring accurate record keeping of deposits, withdrawals, negotiable instruments, and other bank transactions. Performs a broad variety of customer service and sales activities, including assisting walk-in and telephone customers with account problems and questions, selling and opening new accounts, closing accounts, and advising customers on all bank services.
Responsibilities
- Performs all regular teller duties including accepting deposits, cashing checks, and various customer service-related tasks.
- 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, ensuring appropriate BSA information and business documents are obtained.
- Prepares all account-opening paperwork and assists customers in signing documents.
- 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 sorting daily mail.
- Assists with NSF, non-post, and collections, as well as 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.
- Minimum of 24 months of prior banking experience, with cash handling and customer contact experience preferred.
- Full knowledge of personal and business banking products, with initiative to stay updated on changes.
- Basic knowledge of banking regulations, policies, and procedures applicable to the job function.
- Skill in operating computer terminals, printers, back counter capture machines, coin machines, and copiers.
- Strong communication skills with clients and coworkers in a courteous and professional manner.
- Effective listening skills and ability to make appropriate referrals.
- Ability to maintain a high level of confidentiality and accuracy in a fast-paced environment.
- Ability to provide leadership and guidance to team members in handling inquiries, cash, and check transactions.
- Ability to function as a team player and meet customer needs efficiently.
Schedule
Monday through Friday, 8:00 AM to 5:00 PM, with rotating Saturdays.