Teller / New Accounts

Job Description

Job Description

Description

GENERAL SUMMARY :

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 perform 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.

KNOWLEDGE, SKILL, AND ABILITIES :

EDUCATION AND EXPERIENCE :

PHYSICAL REQUIREMENTS :

Seeing :   75-100%

Must be able to greet customers, read documents, use computer

Hearing :   75-100%

Must be able to communicate with customers and co-workers

Standing / Walking :   75-100%

Must be able to visit customer

Climbing / Stooping / Kneeling :   50-75%

Lifting / Pulling / Pushing :   25-49%

Must be able to lift bags of coin

Fingering / Grasping / Feeling :   75-100%

Must be able to use computer, write

PHYSICAL DIMENSIONS :

Medium Work :   Exerting up to 20 pounds of force occasionally, and / or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.

NOTE :   The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

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