Talent.com
Teller / New Accounts

Teller / New Accounts

Pinnacle Bank / Bank of ColoradoCheyenne, WY, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description

GENERAL SUMMARY :

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.  Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services.

RESPONSIBILITIES AND DUTIES :

  • Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service-related duties.
  • 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.
  • Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
  • Performs other related duties as assigned by management.
  • Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)
  • 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.
  • 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.
  • EDUCATION AND EXPERIENCE :

  • High school graduate or equivalent.
  • A minimum of 24 months of prior banking experience is generally expected.
  • Cash handling and customer contact experience preferred.
  • PHYSICAL REQUIREMENTS :

    Seeing :   75-100%

    Must be able to greet customers, read documents, use computer

    Hearing :   75-100%

    Must be able to communicate with customers and co-workers

    Standing / Walking :   75-100%

    Must be able to visit customer

    Climbing / Stooping / Kneeling :   50-75%

    Lifting / Pulling / Pushing :   25-49%

    Must be able to lift bags of coin

    Fingering / Grasping / Feeling :   75-100%

    Must be able to use computer, write

    PHYSICAL DIMENSIONS :

    Medium Work :   Exerting up to 20 pounds of force occasionally, and / or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.

    NOTE :   The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

    More DetailsMonday thru Friday, 11 am to 5 pm or 11 : 30 am to 5 : 30 pm

    Create a job alert for this search

    Account • Cheyenne, WY, US

    Related jobs
    • Promoted
    Bursar Associate

    Bursar Associate

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Bursar Associate to manage student payments and assist with financial operations.Key Responsibilities Reconcile student payments and maintain accurate payment histories...Show moreLast updated: 30+ days ago
    • Promoted
    SMB Sales Executive

    SMB Sales Executive

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for an SMB Account Executive.Key Responsibilities Drive sales volume through high-volume outbound cold calls, lead generation, and closing sales Connect small businesses wit...Show moreLast updated: 23 hours ago
    • Promoted
    • New!
    Senior Treasury Accountant

    Senior Treasury Accountant

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Senior Treasury Accountant and Cash Manager.Key Responsibilities Oversee daily banking operations and maintain corporate banking relationships Create and maintain cash...Show moreLast updated: 17 hours ago
    • Promoted
    Senior Client Onboarding Specialist

    Senior Client Onboarding Specialist

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Senior Client Onboarding Specialist to manage the onboarding process for investment clients and Financial Advisors in a remote environment. Key Responsibilities Facilita...Show moreLast updated: 2 days ago
    • Promoted
    Account Executive - Financials

    Account Executive - Financials

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for an Account Executive (Financials) to drive sales in the commodities market across North America. Key Responsibilities Own the full sales cycle, including prospecting, deve...Show moreLast updated: 6 days ago
    • Promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationCheyenne, Wyoming
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Accounts Payable Specialist

    Remote Accounts Payable Specialist

    VirtualVocationsFort Collins, Colorado, United States
    Remote
    Full-time
    A company is looking for an Accounts Payable Specialist to manage financial obligations in a remote role.Key Responsibilities Processing and verifying invoices for payment Administering credit m...Show moreLast updated: 30+ days ago
    • Promoted
    NMLS Licensed Account Executive

    NMLS Licensed Account Executive

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a BPL Account Executive responsible for originating business from real estate investors and managing assigned territories. Key Responsibilities Develop and maintain partne...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Capital Markets Associate

    Capital Markets Associate

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Capital Markets Associate responsible for capital markets activities including capital raising and execution. Key Responsibilities Develop and execute Excel financial mo...Show moreLast updated: 19 hours ago
    • Promoted
    Merchant Services Consultant

    Merchant Services Consultant

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Merchant Services Representative to support the growth of their Merchant Services portfolio through client consultations. Key Responsibilities Place outbound calls to cl...Show moreLast updated: 1 day ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationCheyenne, Wyoming
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Account Executive, Channels

    Account Executive, Channels

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for an Account Executive, Channels.Key Responsibilities Achieve sales quota by selling On Demand Messaging solutions to Mid-Market and Healthcare Industry Develop and implem...Show moreLast updated: 15 hours ago
    • Promoted
    NMLS Licensed Borrower Success Manager

    NMLS Licensed Borrower Success Manager

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Lending Contact Center Manager to lead a borrower-facing team in driving loan progress from qualification through approval. Key Responsibilities Lead and mentor a team o...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Remote Mortgage Funder

    Remote Mortgage Funder

    VirtualVocationsFort Collins, Colorado, United States
    Remote
    Full-time
    A company is looking for a Remote Mortgage Funder.Key Responsibilities Manages clerical tasks for timely funding and warehousing of loans post-underwriting Compiles loan documentation and ensure...Show moreLast updated: 13 hours ago
    • Promoted
    Payments Partnerships Manager

    Payments Partnerships Manager

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Payments Partnerships Manager, Acquiring.Key Responsibilities Lead and negotiate commercial agreements for scalable growth opportunities Develop and manage strategic a...Show moreLast updated: 1 day ago
    • Promoted
    Investment Associate

    Investment Associate

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that meet investment criteria Develop relationships with startups and collaborat...Show moreLast updated: 17 days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationCheyenne, Wyoming
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    BPL Account Manager

    BPL Account Manager

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a BPL Account Manager to ensure efficient loan processing and funding.Key Responsibilities Serve as the main point of contact for borrowers, cultivating long-term client ...Show moreLast updated: 2 days ago
    • Promoted
    Provider Escalation Senior Associate

    Provider Escalation Senior Associate

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Provider Escalation & Education Senior Associate.Key Responsibilities Act as a point of contact for escalated issues, providing expertise and guidance Support developm...Show moreLast updated: 11 days ago
    • Promoted
    Account Executive

    Account Executive

    VirtualVocationsFort Collins, Colorado, United States
    Full-time
    A company is looking for a Mid Market Account Executive to drive sales and manage customer relationships.Key Responsibilities Articulate product value propositions and tailor ROI messages to cust...Show moreLast updated: 30+ days ago