Universal Banker/Teller

About This Role

Provide direct customer service as a Universal Banker/Teller, promoting the bank's products and services, handling various transactions, and maintaining confidentiality and accuracy.

Responsibilities

• Provide direct customer service including cashing checks, accepting deposits, processing withdrawals and account closures, and transferring funds
• Handle telephone calls from deposit customers, process money orders, and accept and post loan payments
• Perform assigned clerical responsibilities in a timely manner
• Maintain current knowledge of policies and procedures, performing Teller functions in accordance with established procedures and money security
• Initiate customer greeting, addressing customers by name with a smile and direct eye contact
• Serve customers efficiently and courteously through prompt and accurate handling/processing of transactions and balancing work daily
• Accept incoming telephone calls, positively identify customers following Customer Identification Procedures (CIP), and respond to inquiries
• Input data to update customer account information and make changes as appropriate
• Complete paperwork and input data to establish account relationships on the Bank's computer system, providing appropriate disclosures
• Suggest additional products and services that may benefit customers, maintaining a record of products/services suggested and established
• Maintain a current knowledge of the Bank's deposit related products and services
• Maintain a high level of accuracy and competency in processing transactions and entering data on the computer
• Trial balance and balance, reconciling cash and paperwork with transactions input on computer terminal
• Successfully complete all required compliance training and perform Teller functions in accord with compliance requirements
• Understand bank security policies and procedures, assisting in opening and closing procedures

Requirements

• Excellent customer relations demeanor
• Professional in appearance and communication
• High School diploma or equivalent
• Experience in cash handling and customer service
• Basic math and computer skills
• Ability to work a variable work schedule
• Ability to multi-task
• Ability to stand for extended periods of time
• Ability to view computer screen, paperwork and cash
• Ability to travel to other branch locations, as needed

Qualifications

• High School diploma or equivalent