FUNCTION: This position provides excellent customer service by greeting customers in a friendly manner, developing rapport, and satisfying customer transactional needs. Processes transactions efficiently and accurately while meeting the Bank’s Customer Experience standards. Contributes to the overall sales growth of the Bank by exploring customers’ financial needs and goals. Recommends solutions as appropriate or engages business partners to provide more expert assistance. May have vault cash and ATM responsibilities.
ACCOUNTABILITIES
Customer Experience:
- Promotes a customer-centered culture and attitude among staff
- Builds relationships by providing the highest level of service, demonstrating "You Matter More" to each customer, getting to know customers on an individual basis
- Engages in conversations to understand customer needs and financial goals, refers to other team members in accordance with Bank strategy
- Embraces and utilizes the Bank’s sales and coaching process, completes action plans to meet goals
- Understands the Bank’s products and services and how they benefit customers, promoting as appropriate
Customer Transactions:
- Accurately, efficiently, and courteously processes transactions in compliance with Bank policies and procedures
- Maintains accurate cash and transaction records, meeting established teller performance standards
- Demonstrates ability to handle routine transaction issues independently, referring customers to appropriate staff for advanced problem resolution
- Determines the necessity of placing holds on items presented for deposit
- Maintains awareness of current fraud alerts and identifies fraudulent activity
Compliance and Control:
- Understands the Bank’s operational and risk management policies as well as security policies and procedures
- Assists in ensuring that the Bank is in compliance with local, state, and federal regulations
- Helps complete operational and audit functions within the Branch
General:
- Interacts harmoniously and effectively with others, focusing on achieving bank goals through teamwork
- Conforms to punctuality, attendance, and professionalism standards as per Employee Handbook
- May train or assist in training new employees
- Performs additional duties as requested
- Travel to other branches for coverage may be required
COMPETENCIES:
- Integrity/Ethics – deals with others honestly, maintains confidentiality, and supports company values
- Vision/Values – supports company mission/values and communicates them effectively
- Adaptability/Flexibility – adapts to change and takes on new challenges
- Initiative – takes proactive actions to improve
- Interpersonal Skills – has good listening and communication skills, provides excellent customer service
- Productivity – manages time well, handles multiple tasks, and meets accuracy standards
- Decision Making – thinks through problems and finds resolutions
- Teamwork – promotes a positive team environment, assists colleagues, shares responsibilities
- Sales Skills – identifies customer needs, refers to partners, and develops sales skills
KNOWLEDGE/ SKILLS/EXPERIENCE REQUIREMENTS:
- High school diploma or equivalent
- Previous teller, cash handling, and/or sales experience helpful
- Demonstrated personal computer literacy
PHYSICAL DEMANDS/CONDITIONS REQUIREMENTS
- General office environment
- May require moving bags of coin short distances. Moderate lifting (up to 50 lbs.)
- Moderate reaching, walking, sitting, and standing required
EQUIPMENT USED
External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.