Job Description:
JOB RESPONSIBILITIES
- Sell products and services to new and existing customers/prospects, as well as make referrals to appropriate departments. Maintain accurate tracking of individual cross sales and sales referrals and compile teller staff sales referral results weekly.
- Process customer transactions efficiently and accurately in accordance with established Policies and Procedures.
- Handle all Customer Service requests timely and accurately.
- Provide excellent customer service at all times.
- Balance cash and transactions to within set Bank Standards.
- Adhere to check handling guidelines, established drawer limits, and signing authorities at all times.
- Maintain a neat and orderly work area and ensure that all confidential records are properly secured at all times.
- Oversee the operations of the teller line with regard to the following
- Staffing
- Schedule teller personnel to maintain proper staffing level
- Maximize efficiency of teller line through delegation of responsibilities
- Enforce Teller Balancing Standards through daily monitoring, coaching and disciplinary action and proper reporting of Teller variances.
- Recommend Disciplinary Action
- Complete Teller Performance Appraisals, recommend new hires, terminations, and salary increases
- Conduct staff meetings to provide updates of Policies, Procedures and System changes to teller staff in the event that the branch does not have a Branch Operations Supervisor
- Balancing
- Assist with locating teller differences
- Ensure proper sign off approval of any difference
- Report cash differences to Branch Manager, Market President, and the Human Resources Department as required
- Perform daily branch balancing procedures
- Cash Control – Adhere to policies and procedures for the following:
- Vault Control
- Drawer Limits
- Coin Machine Limits
- Documentation of Buys and Sells
- Shipments and Ordering
- ATM (where applicable)
- Verify Money is out of all Teller Drawers at night
- Dual Control – Ensure adherence of Dual Control for the following:
- Negotiable Instruments
- Night Deposit
- Building entry and Exit
- Teller Cash Audits
- Vault
- Monitor and control daily job responsibilities of Tellers
- Monitor and approve Teller Time reports
- Authorize system overrides
- Ensure that Tellers adhere to Check Handling Guidelines and Reg CC requirements
- Review, initial approval, and assume responsibility of checks outside Teller Check Handling approval limits or questionable items that could result in a potential loss to the bank or customer
- Perform authorizations in Teller Insight
- Check teller work bins to ensure endorsements, document preparation, and work order
- Ensure all teller areas are neat and organized in accordance with bank policy
- Adhere to all security policies and procedures
- Follow bank guidelines before, during, and after a robbery
- Maintain a working knowledge of and adhere to written policies and procedures regarding the Bank Secrecy Act and Anti-Money Laundering
- Maintain teller supplies
- Ensure all actions performed are in compliance with government regulations and organizational policies and procedures
- Perform other duties with the branch as assigned.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
- Position requires a high school diploma or GED plus such practical knowledge and skills as would be learned on the job.
- Over four years and up to six years of experience.
- Effective oral and written communication skills.
- Excellent PC skills with working knowledge of applicable computer programs.
- Ability to use a calculator.
- Ability to make decisions consistent with bank policy and procedures.
- Ability to lift and carry coinage weighing up to 30 pounds.
- Effective managerial and organizational skills.
WORKING CONDITIONS
- Normal Bank Lobby and Drive-thru Window Conditions.
The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position.
