Customer-Focused Teller — Path to Banking Growth

Tri Counties Bank; City of Auburn (NY); On-site; USD 25,000 - 26,000; Full time

Job summary

Tri Counties Bank is seeking a Teller to sustain and elevate the trust and satisfaction of customers by processing transactions, recommending bank products, and initiating customer contact. The position involves handling deposits/withdrawals, meeting referral goals, and ensuring accurate cash handling within bank procedures and regulatory requirements.

The job calls for a high school diploma or GED, strong communication skills, and proficiency with Windows-based programs.

Qualifications

• High school diploma or GED.
• 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.
• Performs other duties as assigned.

Skills

Cross-selling

Communication skills

PC literacy

Sales training

Education

High school diploma or GED

Tools

Desktop Teller

Signature

Verafin

Nautilus

Salesforce

BackCounter

CurrencyTeller

Outlook

UltiPro

Job description

Tri Counties Bank is seeking a Teller to sustain and elevate the trust and satisfaction of customers by processing transactions, recommending bank products, and initiating customer contact. The position involves handling deposits/withdrawals, meeting referral goals, and ensuring accurate cash handling within bank procedures and regulatory requirements.

The job calls for a high school diploma or GED, strong communication skills, and proficiency with Windows-based programs.