Responsible for delivering exceptional customer service, ensures daily operational efficiency, and oversees the teller line. Supports the Banking Center Manager and manages the branch and staff in the absence of the manager. Serves as the leader behind the line, providing training and support to both new and existing tellers to ensure they achieve all performance standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Greets all persons in a friendly, courteous manner and consistently demonstrates Traditional Bank service standards.
- Demonstrates consistent proficiency in the TTE process, including opening all types of accounts.
- Ensures a high level of customer service by addressing inquiries, resolving issues, and fostering positive relationships with customers.
- Effectively discusses the TTE product brochure and proactively cross-sells bank products and services to enhance customer relationships and meet branch goals.
- Actively seeks customer referrals and provides supporting materials during all customer interactions.
- Understands, explains, and follows all policies and procedures that affect customers.
- Possesses proficient knowledge of and ability to explain Traditional Bank’s products and services including checking and savings, mobile banking, online banking and credit cards, etc.
- Skillfully handles and resolves complex customer issues in a timely and professional manner.
- Supports other Traditional Bank departments in fulfilling customer needs and enhancing overall service delivery.
- Accurately and efficiently executes daily banking transactions in branch and through drive-up banking including customer deposits, check cashing, issuing official checks, change orders, redeeming savings bonds, wire transfers, and assisting customers with access to safe deposit boxes.
- Accurately processes customer payments including loan payments, safe deposit box fee payments, and credit card payments.
- Assists in supervising and motivating tellers to achieve individual and team performance goals.
- Provides training and development opportunities for tellers to enhance their skills and knowledge.
- Trains, mentors, and supports new and existing tellers to ensure they meet all performance standards and attends all ABCM meetings.
- Serves as backup to Banking Center Manager.
- Consistently follows and coaches the TTE Process.
- Responsible for daily operations of the banking center teller line, ensuring efficient processes and adherence to all policies and procedures.
- Plans and provides teller’s work schedules.
- Proficient in maintaining cash drawer per Teller Guidelines and ensures proper documentation of transactions; scans work into remote capture system.
- Monitors and manages staffing levels in alignment with the banking center staffing model.
- Aware of fraud scams and assists in preventing fraud.
- Maintains ATM, assists with coin counter, issues debit cards, and performs vault duties as needed.
- Proficient in managing customer inquiries related to all products and services.
- Expert at researching and identifying customer issues in online banking. (FIXM)
- Upholds all regulatory standards as outlined by the BSA department including but not limited to holds, CTRs, and OFAC.
- Adheres to audit standards as outlined by branch administrator and Banking Center Manager.
- Ensures compliance with banking regulations and internal policies to mitigate risk.
- Responsible for satisfactory audits.
- Completes all online compliance training as required.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
- A minimum of 1 year of Teller experience at Traditional Bank or equivalent.
- Completion of the following classes preferred: Establishing New Account Relationships, Establishing New Business Account Relationships, Fiduciary Training, and IRA Training.
- Leadership skills.
- High School Diploma or Equivalent.
- Interpersonal skills necessary to establish a courteous and friendly relationship with customers and the ability to interact effectively with the workgroup.
- Basic math skills to maintain and balance a cash drawer with accuracy.
- Basic P.C. skills necessary to operate the computer display station required in daily duties.
- Ability to exercise confidentiality and exercise good judgment in decision making.
- Ability to work under pressure and time constraints.
- Must be a team player.
- Must be willing to work at all market locations as needed.
- Must be available to work on Saturday.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and distance vision.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.