Bank Teller

Servbank; Town of Clifton (NY); On-site; USD 25,000 - 33,000; Full time

Job summary

Servbank is seeking a meticulous Bank Teller in Clifton, NY. You will greet customers, process deposits, withdrawals, transfers, and loan payments, and verify identifications to ensure secure transactions.

Maintain customer records, balance cash drawers, and generate routine reports. Knowledge of banking products and procedures is preferred, with strong communication and attention to detail in a customer-focused role.

Qualifications

• High school diploma or equivalent is required; college coursework in finance is a plus.
• Strong numerical and analytical abilities to handle financial data and transactions.
• Excellent customer service and clear communication with clients.
• Attention to detail and accuracy in processing deposits, withdrawals, and payments.
• Knowledge of banking products, services, and regulatory requirements is preferred.

Responsibilities

• Greet customers in a friendly and professional manner.
• Assist customers with inquiries and provide information regarding accounts and banking products.
• Educate customers on bank services to meet their financial needs.
• Conduct accurate and secure financial transactions: deposits, withdrawals, transfers, and loan payments.
• Verify customer identification and authenticate transactions per procedures.
• Count and verify cash and checks with accuracy.
• Maintain and update customer account information in the bank's database.
• Generate reports and documentation for transactions and account activities.
• Balance cash drawer and coin vault within specified limits; prepare daily settlements.
• Follow all regulatory requirements and security protocols to safeguard customer information and assets.
• Identify opportunities to cross-sell bank products and services.
• Address customer complaints and escalate complex issues as needed.

Skills

Numerical and analytical skills

Customer service excellence

Attention to detail

Communication skills

Education

High school diploma or equivalent

Some college coursework in finance

Tools

Banking software

Computer systems

Job description

Description

The Bank Teller plays a critical role at Servbank. They are responsible for providing excellent customer service accurately and efficiently handling a variety of financial transactions, providing exceptional customer service, and ensuring compliance with banking policies and procedures.

About Servbank

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.

Key Responsibilities:

Customer Service:

• Greet customers in a friendly and professional manner.
• Assist customers with inquiries and provide information regarding their accounts and banking products.
• Educate customers on the bank's services and products to meet their financial needs.

Financial Transactions:

• Conduct accurate and secure financial transactions, including deposits, withdrawals, transfers, and loan payments.
• Verify customer identification and authenticate transactions according to established procedures.
• Count and verify cash and checks, ensuring accuracy in handling and recording transactions.

Documentation and Reporting:

• Maintain and update customer account information and records in the bank's database.
• Generate necessary reports and documentation for transactions, account activities, and other required paperwork.

Cash Handling and Balancing:

• Manage and balance cash drawer and coin vault within specified limits, ensuring accuracy and adherence to security procedures.
• Prepare daily settlements and reconcile transactions to maintain financial accuracy.

Compliance and Security:

• Follow all regulatory requirements, policies, and procedures to ensure compliance with banking laws and regulations.
• Adhere to security measures and protocols to safeguard customer information, bank assets, and prevent fraudulent activities.

Cross-selling:

• Identify opportunities to cross-sell bank products and services, such as loans, credit cards, and investment opportunities, based on customer needs and preferences.

Problem Resolution:

• Address and resolve customer complaints, discrepancies, and inquiries in a timely and effective manner.
• Escalate complex issues to appropriate supervisors or departments for resolution.
• Perform other duties assigned.

Requirements

Qualifications and Skills:

• High school diploma or equivalent; some college coursework in finance or related field is a plus.
• Strong numerical and analytical skills.
• Excellent customer service and communication skills.
• Attention to detail and accuracy in handling financial transactions.
• Knowledge of banking products, services, and regulations is preferred.
• Proficiency in using banking software and computer systems.

EEO Statement:

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.