Teller/New Accounts
Pinnacle Bank · Colorado Springs, CO · 1 mo ago
Finance$18–$21/hrInternship
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 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, obtaining appropriate BSA information and business documents.
- Prepares all 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 various customer service duties: answering phone calls, 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, 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.
- Maintains regular and reliable attendance and works flexible hours, including weekends if the branch is open.
Requirements
- 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 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 machines, coin machines, and copiers.
- 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 in handling inquiries, conducting research, and making referrals.
- Ability to ensure efficiency, accuracy, and customer service to meet the bank’s goals.
- Ability to demonstrate accuracy and efficiency in a fast-paced environment.
- Ability to function as a team player.
Qualifications
- High school graduate or equivalent.
- A minimum of 24 months of prior banking experience is generally expected.
- Cash handling and customer contact experience preferred.
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 (after completing a 90-day introductory period).
- 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, benefits are modified.
Pay
Hourly $18 - $21