POSITION SUMMARY:
Provides service to customers and their accounts, cross-selling bank products, and complying with bank operations.
ACCOUNTABILITIES: ***
Paying and receiving items: 50%
- Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier’s checks, money orders, traveler’s checks, savings bonds (selling, redeeming, servicing); answering questions in person or on the telephone; referring to other bank services.
Balancing cash drawer: 20%
- Reconciles cash drawer by providing cash transactions; counting and packaging currency and coins, reconciling loan coupons and other transactions, turning in excess cash and mutilated currency to lead teller; maintaining supply of cash and currency. May also be responsible to balance ATM and/or coin machines. May also be responsible for balancing and maintaining vault cash supply.
Sales: 15%
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers’ needs; assisting in opening new accounts, or complete actual opening of new accounts, or directing customers to a branch representative.
Other duties: 15%
- Records transaction by logging cashier’s checks, money orders, pre-loaded cards and other special services; preparing currency transaction reporting information; recording and filing cashed savings bonds.
- Complies with bank operations and security procedures by participating in all dual-control functions and regulatory compliance; maintaining customer traffic surveys; auditing other tellers’ currency; assisting in certification of proof.
- Completes special requests by closing accounts; taking orders for checks, providing special statements, copies; completing safe deposit box procedures.
- Provides training to tellers
- Maintains customer confidence and protects bank operations by keeping information confidential.
- May be responsible for receptionist duties.
- May be responsible for proof operations.
- Willing to be the branch “go to” regarding FCB Travel and coordinate branch customer activities.
- May be responsible for serving as the Power Saver Coordinator.
- May be asked to assist in keying/calling back of new accounts and miscellaneous maintenance of accounts.
- Contributes to team effort by accomplishing related results as needed.
- May be responsible for teller staff scheduling
- Attends mandatory compliance and security sessions. Monitors daily work for adherence to compliance and security regulations, policies/procedures, and promptly corrects any deficiencies.
COMPETENCIES:
Initiative:
- Exhibits the action of taking the first step such as originating new ideas or ability to think and act without being asked.
Customer Service:
- Exhibits customer focus, acknowledges & listens to customer, and provides friendly, courteous, and efficient service.
Team Skills:
- Works together with a group of people to coordinate and help each other in daily tasks.
Attention to Detail/Accuracy:
- Is careful, exact, and free from mistakes and errors. Adheres closely to a set of standards.
Verbal/Written Communication Skills:
- Provides information to customers outside the organization, supervisors, co-workers, and subordinates clearly and concisely in writing, by telephone, or through e-mail.
Goal Setting:
- Identifies specific business and personal career goals, plus a process to review accomplishment of goals.
Overall Performance:
- Demonstrates knowledge and understanding of strengths/opportunities for improvement.
