Float Teller/Personal Banker

Summary

The Float Teller / Personal Banker plays a vital dual role within the branch, serving as both a Teller and a New Accounts Representative. This position requires travel to other AVB Bank branches as needed to provide staffing support. The Float Teller / Personal Banker is responsible for delivering exceptional customer service, accurately and efficiently handling financial transactions, and assisting customers with their banking needs. Additionally, this role involves opening new accounts, promoting banking products and services, and supporting overall branch compliance and operations.

Primary Responsibilities

Teller Responsibilities:

• Provide prompt, professional, and courteous service to customers.
• Process a variety of transactions including deposits, withdrawals, check cashing, loan payments, and cash advances.
• Sell cashier’s checks and money orders.
• Handle coin deposits using coin counters and manage bagged coin storage and transportation.
• Maintain high levels of accuracy and attention to detail in all transactions.
• Follow all dual control, security, and compliance procedures.
• Assist in preparing currency shipments and receiving Fed deliveries.
• Comply with Bank policies, procedures, and applicable state and federal regulations.
• Recognize and report suspicious activity in accordance with Bank policy.
• Assist in balancing vaults, teller drawers, and cash recyclers.

New Accounts Responsibilities:

• Open and maintain consumer, business, and specialty deposit accounts, including checking, savings, CDs, IRAs and HSAs.
• Explain account types, services, and disclosures clearly to customers.
• Promote additional bank products such as direct deposit, online banking, bill pay, and debit cards.
• Maintain regulatory compliance during account opening, including documentation and ID verification.
• Monitor account documentation and ensure timely resolution of missing information.
• Provide excellent post-opening service and support to new and existing customers.
• Refer customers to appropriate departments (lending, investments, treasury, Loan) for additional services.
• Participate in sales calls and outreach efforts to generate new business and support bank promotions.
• Track and report on individual sales, cross-sell, and referral goals.

Secondary Responsibilities

• Attend community events, bank promotions, and networking opportunities to support brand presence and identify new business opportunities.
• Provide training to new and existing team members on products, services, and account opening procedures.
• Maintain safe deposit box operations, including access logs and customer service.
• Assist with branch operations, audits, and other duties as assigned.

• High school diploma or equivalent
• Two years of cash handling and customer service experience
• Basic math, reading, writing, and computer skills
• Ability to travel between branches; must hold a valid Oklahoma Driver License
• Ability to work varied hours due to the needs of the bank

Physical Requirements

Time spent standing:  5 – 8 hours per day

Lifting:  50 pounds        Frequency:  Periodically

Other:   Visual Acuity, Audio Acuity, Manual Dexterity, Speak/Read/Write English Ability to efficiently process data, discern patterns, and recognize inconsistencies in information

AVB Bank is an EEO Employer.