Bank Teller: Customer Service & Growth Path

Tri Counties Bank; Daly City (CA); On-site; USD 25,000 - 28,000; Full time

Job summary

Tri Counties Bank in Daly City is seeking a full-time Teller to support on-site branch operations. The role involves handling cash, customer service transactions, and cross-selling bank products, with a focus on accurate cash management and compliance.

You will process deposits, withdrawals, and inquiries, while meeting referral goals and maintaining security procedures. Training will cover bank policies and sales processes, with incentives tied to performance.

Qualifications

• High school diploma or GED required.
• Effective selling and cross-selling skills.
• Excellent written and verbal communication skills.
• Ability to utilize personal computers and Windows-based programs.
• Able to successfully complete Bank’s product and sales training courses.

Responsibilities

• Handles customer service transactions, such as receiving and disbursing funds, posting deposits and withdrawing funds.
• Provides information and assistance in researching customer problems, balances a cash drawer daily and answers customer inquiries.
• Probes for customer financial needs and recommends bank products and services.
• Refers retail loan and deposit products.
• Meets referral goals as assigned.
• Provides prompt, efficient and friendly service to Bank customers ensuring that all customer transactions are handled timely and accurately according to guidelines.
• Ensures that cash and security procedures are followed accounting for assigned cash.
• Balances cash drawer and maintains drawer within limits.
• Completes necessary documentation and data entry.
• Processes all deposit and loan transactions.
• Makes outbound calls to new and existing customers to maintain contact and satisfy servicing needs.
• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.

Skills

Cash handling

Customer service

Cross-selling

Sales skills

Education

High school diploma or GED

Job description

Tri Counties Bank in Daly City is seeking a full-time Teller to support on-site branch operations. The role involves handling cash, customer service transactions, and cross-selling bank products, with a focus on accurate cash management and compliance.

You will process deposits, withdrawals, and inquiries, while meeting referral goals and maintaining security procedures. Training will cover bank policies and sales processes, with incentives tied to performance.