Teller (I, II or Sr)

Liberty Bank; Waterford (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Liberty Bank in Waterford, CT, seeks a Teller to deliver exceptional customer service, process a variety of banking transactions, and support branch goals. You will greet customers, understand their needs, and refer them to appropriate banking partners to meet financial objectives.

As a front-line team member, you will contribute to a collaborative branch culture, learn product offerings, and promote digital channels to customers. Weekend/extended hours may be required.

Qualifications

• High School diploma or GED required.
• 6–12 months cash handling experience preferred.
• Proficient in MS Word, Excel, Outlook.
• Strong verbal and written communication.
• Able to identify customer needs and ask questions.
• Detail-oriented; follows policies accurately.
• Able to work independently and take initiative.
• Capable of balancing risk with customer experience.
• Team player who fosters a positive work environment.
• Availability to work weekends or extended hours.

Responsibilities

• Greet customers and acknowledge them promptly.
• Provide service per standards and tailor solutions to customer needs.
• Resolve inquiries promptly and escalate as needed.
• Own customer questions and guide to the right teammate.
• Meet or exceed referral goals by uncovering opportunities.
• Refer sales opportunities to banking partners.
• Document activities and follow up in banking systems.
• Educate customers on alternative delivery channels including digital banking.
• Utilize sales tools and training materials to enhance knowledge.
• Process banking transactions accurately and efficiently.
• Balance transactions at end of shift per policies.
• Adhere to risk controls and regulatory procedures.
• Follow Liberty Bank policies and procedures for security of assets.
• Volunteer for special projects within your role.
• Participate in community events and build bank relationships.
• Perform other related duties as assigned.

Skills

Cash handling

Customer service

Verbal communication

Attention to detail

Independent work

Team player

Education

High School diploma or GED

Tools

Microsoft Word

Excel

Outlook

Job description

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.

SUMMARY OF THE JOB:

As a Teller, you’ll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank’s Vision, Mission, and Core Values. The Teller role serves as a proactive member of the Retail Branch team by being an initial contact for existing customers and identifying opportunities to make meaningful referrals. In addition, this role will be responsible for processing an array of banking transactions with efficiency and accuracy.

In this role, the Teller is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources . In addition, the Teller is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.

ESSENTIAL FUNCTIONS:

• Actively engages in immediate customer acknowledgment, meeting and greeting customers.
• Adheres to established customer service standards and provides a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
• Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.
• Meets/Exceeds assigned referral goals through cues and discovery questions to meet customers banking needs.
• Transitions identified sales opportunity to the appropriate banking partner.
• Ensures accurate and timely documentation of activities and follow up opportunities in the banking appropriate systems.
• Understands and educates customers on alternative delivery channels including digital banking.
• Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials.
• Effectively and accurately processes an array of banking transactions while providing excellent customer service in a timely manner.
• Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing.
• Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies/procedures.
• Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Volunteers for special projects within the scope of your job responsibilities.
• Participates in community events and establish relationships for the benefit of the bank.
• Completes other related duties as assigned.

Minimum knowledge/skills:

• High School degree or GED required.
• Minimum of 6 - 12 months cash handling experience in a retail or banking environment preferred.
• Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications.
• Strong verbal and written communication skills.
• Ability to effectively ask questions and identify needs to enhance the customer relationship.
• Attention to detail and the ability to execute accurately on a variety of policy and procedures
• Ability to take initiative and work independently.
• Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.
• Ability to develop and foster a positive team/work environment.
• Ability to proactively plan the day to contribute to the overall success of branch sales and operations.
• Availability to work weekends and/or extended hours as required.

PHYSICAL REQUIREMENTS:

• General Office Equipment
• Keyboard Dexterity
• Lifting/carrying up to 25 lbs.
• Use of general office equipment
• Ability to travel

COMPLIANCE:

Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affir

Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.