Teller Travel Team

Jefferson Bank; San Antonio (TX); On-site; USD 33,000 - 44,000; Full time

Job summary

Jefferson Bank is seeking a Full-Time 5C Entry Admin in San Antonio, TX to handle teller transactions and deliver exceptional service. You will process deposits and withdrawals, manage cash, and refer customers to bank products as needed.

The role requires travel between Jefferson Bank locations, availability for Saturday shifts, and a solid customer-service background. A valid driver's license and basic computer skills are essential.

Qualifications

• 1 year of Teller experience.
• Ability to travel and work at Jefferson Bank locations daily.
• Able to work 40 flexible hours per week including Saturdays.
• Excellent customer service while handling varied duties.
• Valid Driver’s License with reliable transportation.

Responsibilities

• Deliver exceptional customer service by engaging, educating and building personal connections with our customers.
• Accept and process deposits and withdrawals on commercial, personal, and savings accounts. Cash various types of checks according to established policies
• Count, sort and package currency and coin. Prepare and fill change orders for commercial customers
• Use computer system/software to handle all bank offered services
• Balance cash daily following standard procedures
• Make referrals of bank’s services to new and existing customers.
• Follow the bank’s established sales and service process
• Buy and sell money to stay within assigned cash limit
• Perform other duties as assigned

Skills

Customer service

Travel flexibility

Cash handling

Driver's license

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

CRM

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full-Time 5C Entry Admin San Antonio, TX, US

30+ days ago Requisition ID: 1549

JOB FUNCTION

To create an exceptional customer experience by ensuring all transactions are processed accurately. Keep accurate records of currency and negotiable instruments while following bank policies and procedures. Being part of the Travel Team requires travel between any of our banking centers, as needed. Provide referrals for new products and services based on customer needs on a daily basis.

DUTIES & RESPONSIBILITIES

• Deliver exceptional customer service by engaging, educating and building personal connections with our customers.
• Accept and process deposits and withdrawals on commercial, personal, and savings accounts. Cash various types of checks according to established policies
• Count, sort and package currency and coin. Prepare and fill change orders for commercial customers
• Use computer system/software to handle all bank offered services
• Balance cash daily following standard procedures
• Make referrals of bank’s services to new and existing customers.
• Follow the bank’s established sales and service process
• Buy and sell money to stay within assigned cash limit
• Perform other duties as assigned

MINIMUM QUALIFICATIONS

Work Experience

• 1 year of previous Teller experience
• Ability to travel and work at various designated Jefferson Bank locations on a daily basis
• Able to work 40 flexible hours per week including Saturdays
• Excellent customer service skills while handling variety of duties
• Valid Driver’s License with reliable transportation

Preferred Experience (Optional)

• 2 years of previous Teller experience
• Proficiency in financial platforms such as core system and CRM as well as working with cash recyclers

Supervisory Experience

Education/Skills/Experience

• High School Diploma or GED Equivalent

Equipment/Machines/Software

• Excellent computer literacy in all Microsoft Programs (Outlook, IE 11, Word, Excel, Power Point, Adobe)
• Ability to work with office equipment proficiently such as personal computers, laptop, smartphone, tablet, phone systems, copiers, scanners, shredders, fax machines and other digital devices
• Ability to use adding machine/calculator
• Use of coin and bill counter

Position Includes Driving

• Yes, must provide and maintain valid Driver’s License with reliable transportation

Competency Requirements

• Strong and positive interpersonal skills with the ability to interact with a wide range of individuals and situations with professionalism.
• Must be able to communicate effectively, coherently and in a concise manner with customers and colleagues verbally and in written form
• Organizational skills with ability to multi-task and follow assigned tasks through completion
• Ability to work independently with minimal supervision
• Must be accustomed to a fast-paced office environment
• Must have and maintain a safe driving record
• Must have good time management skills

Physical Requirements

• Must be able to stand for up to 8 hours per day
• Must be able to reach, bend and lift files up to 30 lbs.
• Must be able to type on a keyboard
• Must be able to speak to and hear customers
• Must be able to read a laptop/desktop computer monitor
• Must be able to be mobile in an office environment
• Must be able to drive to any banking center location as needed
• Must be able to reach all teller tubes

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.