Financial Wellness Teller - Elevate Customer Experience

LE001 Northwest Bank; East Marion (NC); On-site; USD 19,000 - 28,000; Full time

Job summary

Northwest Bank in Marion, NC, is seeking a Teller to join our retail network. You will welcome customers, process transactions, resolve issues, and identify referral opportunities to support our financial wellness goals.

The role requires proactive customer engagement, accurate cash handling, and collaboration with team members. Evening and weekend hours are typical, with training provided to ensure product knowledge and regulatory compliance.

Qualifications

• High School Diploma or equivalent preferred.
• Customer service experience preferred.
• Cash handling experience preferred.
• Banking and/or retail experience preferred.

Responsibilities

• Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals.
• Assist customers and visitors with questions, problem resolution, and other needs.
• Proactively engage with customers to understand needs and inform them of product/service features and benefits.
• Refer customers to appropriate team member for complex requests or products/services.
• Actively engage with and greet customers and take ownership to resolve any customer issues or concerns.
• Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed.
• Deliver on our North(west) star experience and champion our customer’s financial wellness through delivery of exceptional customer experience – both in person, over the phone, and through email communications.
• Exceptional delivery of our 5 Culture Promises
• Complete educational training as assigned and self-educate using bank designed programs and applications
• Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
• Knowledge and adherence to all security and dual control processes
• Responsible to participate in branch opening and closing tasks as needed
• Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
• Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
• Work evening hours and weekends as scheduled, assigned, or necessary
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment

Skills

Customer service

Teamwork

Communication

Active listening

Problem solving

Time management

Education

High School Diploma or equivalent

Tools

Teller System

Microsoft Office

Job description

Northwest Bank in Marion, NC, is seeking a Teller to join our retail network. You will welcome customers, process transactions, resolve issues, and identify referral opportunities to support our financial wellness goals.

The role requires proactive customer engagement, accurate cash handling, and collaboration with team members. Evening and weekend hours are typical, with training provided to ensure product knowledge and regulatory compliance.