Universal Teller/Banker | [Full-Time]

BankFinancial; Deerfield (IL); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading financial institution is seeking a Universal Teller/Banker in Deerfield, IL. The role involves exceptional customer service and sales, processing transactions, and adhering to branch procedures. Ideal candidates will have a high school diploma and prior cash handling and sales experience.

Benefits

Medical, Dental, and Vision Insurance

401(k) with discretionary match

Tuition Reimbursement Program

Paid Time Off (PTO)

Paid Holidays

Referral incentive program

Qualifications

• Minimum one year of cash handling and sales experience.
• Banking experience preferred.

Responsibilities

• Provide exceptional customer service and meet/exceed sales goals.
• Process deposits, withdrawals, and cash checks.
• Maintain knowledge of banking products and services.

Skills

Customer Service

Sales

Cash Handling

Education

High School Diploma or GED

Job description

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Job Description

• Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.
• Meets/exceeds all established sales goals assigned by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.
• Evaluates the needs of potential customers and offers appropriate financial products and services.
• Maintains working knowledge of Bank, Wealth Management and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policies and procedures.
• Answers customer inquiries related to account balances, bank services and general information efficiently and professionally.
• Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.
• May be required to open and close the branch and assist with the opening and/or closing procedures of the branch while adhering to all security policies.
• Approves transactions within assigned authority level while ensuring that Banks policies/procedures and security procedures are being followed.
• Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.
• Issues negotiable instruments, accepts loan payments, and processes cash advances.
• Accurately enters Customers transactions into computer to record transactions, and issues computer generated receipts.
• Orders daily supply of currency/coin and verifies incoming/outgoing currency/coin. Counts and packages currency, sells excess currency and mutilated currency, and maintains proper levels of currency/coin according to Bank policy and procedures.
• Balances currency/coin, checks and other transactions to figures displayed in teller platform system.
• Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.
• Performs the opening, maintenance and closing of accounts.
• Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.
• Complies with bank operations and security procedures by participating in all dual control functions and auditing procedures.
• Participates in and attends branch sales/operational and team building meetings as scheduled.
• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.
• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.
• Completes all required training.
• Assists in the training/mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements
  
  

Job Description

Summary:Possesses exceptional customer service skills and sales skills. Spends half of their time conducting various customer and operational transactions and accurately balancing daily cash drawer. Spends the other half transitioning clients into sales opportunities and cross-selling. Actively promotes BankFinancial.

Essential Duties And Responsibilities

• Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.
• Meets/exceeds all established sales goals assigned by identifying the needs of potential and existing customers, offering appropriate products and services, and referring qualified clients.
• Evaluates the needs of potential customers and offers appropriate financial products and services.
• Maintains working knowledge of Bank, Wealth Management and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policies and procedures.
• Answers customer inquiries related to account balances, bank services and general information efficiently and professionally.
• Participates in and is responsible for completing assigned quality customer calls for all Branch Calling Campaigns. Completes all calls by the established deadline.
• May be required to open and close the branch and assist with the opening and/or closing procedures of the branch while adhering to all security policies.
• Approves transactions within assigned authority level while ensuring that Banks policies/procedures and security procedures are being followed.
• Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.
• Issues negotiable instruments, accepts loan payments, and processes cash advances.
• Accurately enters Customers transactions into computer to record transactions, and issues computer generated receipts.
• Orders daily supply of currency/coin and verifies incoming/outgoing currency/coin. Counts and packages currency, sells excess currency and mutilated currency, and maintains proper levels of currency/coin according to Bank policy and procedures.
• Balances currency/coin, checks and other transactions to figures displayed in teller platform system.
• Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of out-of-balance discrepancies.
• Performs the opening, maintenance and closing of accounts.
• Obtains and verifies new customer information to establish new account relationships. Complies with USA PATRIOT Act.
• Complies with bank operations and security procedures by participating in all dual control functions and auditing procedures.
• Participates in and attends branch sales/operational and team building meetings as scheduled.
• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.
• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.
• Completes all required training.
• Assists in the training/mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements
  
  

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Required Experience

• High school diploma or general education degree (GED)
• At least one year of cash handling and/or sales experience
• Banking experience preferred
  
  

Benefits

At BankFinancial we believe great employees deserve great benefits. The best part is you can pick and choose which benefits are right for you!

Compensation

BankFinancial's benefits for full-time employees include:

• Referral incentive program
• Potential for performance based incentives
  
  

Paid Time Off

• Paid Time Off (PTO) - includes vacation/sick/personal days
• Eleven Paid Holidays
• Bereavement Leave
• Jury Duty Leave
• Employment Anniversary PTO
• Birthday PTO
  
  

Full Time Insurance Benefits

• Medical, Dental and Vision Insurance
• Critical Illness and Accident Insurance
• Hospital Indemnity Insurance
• Basic Life/AD&D and Voluntary Life/AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Health Savings Account
• Flexible Spending Account
• Employee Assistance Program
  
  

Retirement Savings

• 401(k) with a discretionary match
  
  

Tuition Assistance

• Tuition Reimbursement Program
  
  

Keyword: Universal Teller

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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