Sell products and services to new and existing customers/prospects, as well as make referrals to appropriate departments. Maintain accurate tracking of individual cross sales and sales referrals and compile teller staff sales referral results weekly.
Process customer transactions efficiently and accurately in accordance with established Policies and Procedures.
Handle all Customer Service requests timely and accurately.
Provide excellent customer service at all times.
Balance cash and transactions to within set Bank Standards.
Adhere to check handling guidelines, established drawer limits, and signing authorities at all times.
Maintain a neat and orderly work area and ensure that all confidential records are properly secured at all times.
Oversee the operations of the teller line with regard to the following
Schedule teller personnel to maintain proper staffing level
Maximize efficiency of teller line through delegation of responsibilities
Enforce Teller Balancing Standards through daily monitoring, coaching and disciplinary action and proper reporting of Teller variances.
Recommend Disciplinary Action
Complete Teller Performance Appraisals, recommend new hires, terminations, and salary increases
Conduct staff meetings to provide updates of Policies, Procedures and System changes to teller staff in the event that the branch does not have a Branch Operations Supervisor
Assist with locating teller differences
Ensure proper sign off approval of any difference
Report cash differences to Branch Manager, Market President, and the Human Resources Department as required
Perform daily branch balancing procedures
Cash Control – Adhere to policies and procedures for the following:
Coin Machine Limits
Documentation of Buys and Sells
Shipments and Ordering
ATM (where applicable)
Verify Money is out of all Teller Drawers at night
Dual Control – Ensure adherence of Dual Control for the following:
Building entry and Exit
Teller Cash Audits
Monitor and control daily job responsibilities of Tellers
Monitor and approve Teller Time reports
Authorize system overrides
Ensure that Tellers adhere to Check Handling Guidelines and Reg CC requirements
Review, initial approval, and assume responsibility of checks outside Teller Check Handling approval limits or questionable items that could result in a potential loss to the bank or customer
Perform authorizations in Teller Insight
Check teller work bins to ensure endorsements, document preparation, and work order
Ensure all teller areas are neat and organized in accordance with bank policy
Adhere to all security policies and procedures
Follow bank guidelines before, during, and after a robbery
Maintain a working knowledge of and adhere to written policies and procedures regarding the Bank Secrecy Act and Anti-Money Laundering
Maintain teller supplies
Ensure all actions performed are in compliance with government regulations and organizational policies and procedures.
Perform other duties with the branch as assigned.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
Position requires a high school diploma or GED plus such practical knowledge and skills as would be learned on the job.
Over four years and up to six years of experience.
Effective oral and written communication skills.
Excellent PC skills with working knowledge of applicable computer programs.
Ability to use a calculator.
Ability to make decisions consistent with bank policy and procedures.
Ability to lift and carry coinage weighing up to 30 pounds.
Effective managerial and organizational skills.
Normal Bank Lobby and Drive-thru Window Conditions.
The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position.