Branch Staff – Teller
Cost Center: Sam Houston Branch
Department: Branch Operations
Reports to: Branch Manager
Summary: Opens deposit accounts (Savings, checking, certificates of deposits, individual retirement accounts, cash flow accounts).
Provide other customer services including a variety of customer savings, checking, and loan transactions, as well as customer services such as sale of money orders, cashier check, and cash advances.
Job Requirements:
- High school diploma or equivalent
- Good interpersonal, oral and written communication skills
- Organizational and computer skills
- Ability to operate standard office equipment, e.g. calculator, printer
- Ability to enter numerical data on forms and computer with speed and accuracy.
- Good mathematical aptitude to facilitate daily balancing
- Pleasant manner in dealing with internal and external customers
- Ability to work under pressure
- Successful completion of in-house training program
- Available to work flexible schedule
- Regular attendance and punctuality are essential
- Exemplify TrustTexas Bank’s Core Values of Friendliness, Teamwork, Trustworthiness, High Quality Service and Commitment
Specific Job Functions
- Greets customers and visitors, directs them to the proper department or employee. Answers questions relating to financial institution services or arrange appointments as necessary
- Answer telephones and handles in appropriate manner, forwards calls, records messages when needed
- Assists customers with all aspects of opening and maintaining deposit accounts and provides all aspects of customer services
- Cross-markets financial institution products and services as appropriate
- Promotes and explains other financial institution services, such as overdraft protection, lines of credit, safe deposit boxes, etc.
- Promotes the financial institution’s products and services
- Work with Branch Manager/Regional Branch Managers to assist in making sure that branch employees are trained and have a thorough understanding of all policies and procedures as well as products and services that the bank offers to its customers.
- Handles account closings
- Prepare open/closed reports daily
- Prepares and/or reviews required documentation to open new accounts
- Renew existing accounts
- Request Proxy be executed assigning voting rights to Board of Directors
- Provides administrative assistance to the loan officer and staff
- Balances cash drawer at the end of the shift and compares totaled amounts to computer generated balance sheet; reports any discrepancies to the supervisor, as necessary
- Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances
- Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records
- Ensures compliance with Bank Secrecy Act, including properly recording monetary transactions, Currency Transaction Reports, etc, and provides anti-money laundering reviews
- Responsible for checking night depository bags/envelopes and recording proper information on the financial institution’s forms
- Responsible for posting mail deposits and mailing receipts
- Issues money orders, cashier checks, cash advances
- Maintains and controls cash, in amounts approved by management
- Places holds on accounts for uncollected funds
- Receives mortgage, consumer loan and other payments. Generates customer receipts
- Redeems U.S. Savings Bonds
- Assists other departments as needed
- Actively participates in local business and community activities
- Stays abreast of regulations and legislation, as well as other political and economic situations that may influence the lending/deposit function.
- Requires extended periods of standing and sitting
- Requires lifting up to 25 pounds, bending and stooping
- Represents the financial institution in public relations activities and community affairs
- Provides and maintains a professional, business-like atmosphere within the branch office
- Participate in special projects as required
- Ensure reception area is neat and orderly, and that forms and other display items are stocked and well maintained.
- Other duties as assigned
Status:
Non-Exempt
