Teller / New Accounts

Teller Job Description

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 performs 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 :

Education and Experience :