teller/new accts - Waverly, United States - Pinnacle Bank / Bank of Colorado

Description

Job Description

Description/Job Summary

Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services.

Hours Needed: Mon - Fri 12:00pm - 6:15pm, rotating Saturday mornings.

Requires standing for most of the work day, and requires lifting, carrying or moving heavy boxes or bags or currency and coin weighing up to 45 pounds. Manual dexterity, visual and aural acuity necessary to perform duties of the position.

Responsibilities/Duties

1. Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service related duties.
2. Prepares holds on deposits.
3. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.
4. Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports.
5. Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening.
6. Prepares all paperwork and assists the customer in signing the documents.
7. Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers.
8. Performs various customer service duties:
   Answering phone calls and assisting walk-in customers
   Initiating customer research
   Processing check orders
   Closing accounts
   Processing customer account printouts
   Sorting daily mail
   Assisting with NSF, Non-post, and collections
   Assisting customer with Safe Deposit Boxes
   Deposit verification for credit purposes
9. Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
10. Performs other related duties as assigned by management.
11. Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)

Preferred Skills

Skill in communicating with clients and co-workers in courteous and professional manner.

Skill in operating computer terminals and printers, back counter capture machine, coin machine and copie.

Skills in effectively listening to customers and making appropriate referrals.

Ability to maintain a high level of confidentiality.

Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.

Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.

Ability to demonstrate accuracy and efficiency in a fast-paced environment.

Ability to function as a team player.

Ability to perform any other duties/projects as assigned by management.

Preferred Experience

Prefer minimum of 24 months prior bank teller experience or other related cash handling experience may be considered.

Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes.

Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.

Knowledge of general banking principles and a willingness to participate in educational opportunities.

Preferred Education