Universal Teller/Banker | [Full-Time]

Job Description

Job Description

Summary : Possesses exceptional customer service skills and sales skills. Spends half of their time conducting various customer and operational transactions and accurately balancing daily cash drawer.

Spends the other half transitioning clients into sales opportunities and cross-selling. Actively promotes Bank Financial .

Essential Duties and Responsibilities

• Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.
• Meets / exceeds all established sales goals assigned by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.
• Evaluates the needs of potential customers and offers appropriate financial products and services.
• Maintains working knowledge of Bank, Wealth Management and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policies and procedures.
• Answers customer inquiries related to account balances, bank services and general information efficiently and professionally.
• Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.
• May be required to open and close the branch and assist with the opening and / or closing procedures of the branch while adhering to all security policies.
• Approves transactions within assigned authority level while ensuring that Bank's policies / procedures and security procedures are being followed.
• Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.
• Issues negotiable instruments, accepts loan payments, and processes cash advances.
• Accurately enters Customers' transactions into computer to record transactions, and issues computer generated receipts.
• Orders daily supply of currency / coin and verifies incoming / outgoing currency / coin. Counts and packages currency, sells excess currency and mutilated currency, and maintains proper levels of currency / coin according to Bank policy and procedures.
• Balances currency / coin, checks and other transactions to figures displayed in teller platform system.
• Adheres to the Cash Difference / Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.
• Performs the opening, maintenance and closing of accounts.
• Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.
• Complies with bank operations and security procedures by participating in all dual control functions and auditing procedures.
• Participates in and attends branch sales / operational and team building meetings as scheduled.
• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.
• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.
• Completes all required training.
• Assists in the training / mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements

BankFinancial is an Equal Opportunity Employer (minorities / females / veterans / individuals with disabilities / sexual orientation / gender identity)

• High school diploma or general education degree (GED)
• At least one year of cash handling and / or sales experience
• Banking experience preferred
19 days ago