Teller

About This Role

This Teller role is responsible for supporting customer engagement, processing transactions, and identifying financial needs for residents, employees, and local businesses in the Pleasanton community.

Responsibilities

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products
• Receive direction from managers and exercise judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet customers' financial needs

Requirements

• 6+ months of interacting with customers experience

Qualifications

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to Have

• Customer service focus with experience handling complex transactions across multiple systems
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and team members
• Experience working with others on a team to meet customer needs
• Cash handling experience
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues