TELLER

Description

JOB TITLE: TELLER, LEVEL I

DEPARTMENT: Customer Service

REPORTS TO: Customer Service Supervisor

SUPERVISES: No supervisory responsibility

CLASSIFICATION:

Staff

Part-Time

Non-Exempt

SUMMARY:

This individual helps customers with routine financial transactions. Day-to-day work includes making deposits, processing withdrawals and issuing cashier’s checks. Tellers also perform basic customer service tasks, such as answering phones and forwarding customer requests to other departments within the Bank.

ESSENTIAL FUNCTIONS:

• Greet and direct customers and answer phones as instructed.
• Execute basic transactions (i.e.: withdrawals, deposits, loan payments, cashier’s checks, etc.).
• Process nights drops, drop-offs and mail.
• Keep teller area organized and supplies stocked for front line and drive-thru services.
• Maintain accurate records, balance daily, and account for cash drawer.
• Process and balance Branch Capture work and make adjustments as needed.
• Perform general account maintenance, including address changes and check and debit card orders.
• Complete a variety of forms and applications (i.e.: stop pays, disputes, debit card applications, etc.).
• Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, complete all required compliance and regulatory training, not limited to BSA.
• Assume and accomplish other duties as assigned.

REQUIREMENTS:

• Numerical aptitude, accurate typing, computer and calculator skills are necessary. Requires cash handling ability and strong interpersonal skills. Must understand Bank products and services and be able to explain them.
• Professionalism must be exhibited and confidentiality respected at all times.

OTHER WORK:

• Assist officer(s) in all customer service administrative duties.

KEY CORE COMPETENCIES:

Teamwork

• Interacts with people effectively. Able and willing to share and receive information.
• Co-operates within the group and across groups.
• Supports group decisions and puts group goals ahead of own goals

Work Standards

• Sets and maintains high performance standards.
• Pays close attention to detail, accuracy and completeness.
• Shows concern for all aspects of the job and follows up on work outputs.

Reliability

• Takes personal responsibility for job performance.
• Completes work in a timely and consistent manner.
• Sticks to commitments.

Adaptability

• Adapts to changing work environments, work priorities and organizational needs.
• Able to effectively deal with change and diverse people.

Communication

• Expresses ideas effectively.
• Organizes and delivers information appropriately.
• Listens actively.

Initiative

• Takes action to influence events.
• Generates ideas for improvement, takes advantage of opportunities, suggests innovations.
• Proactive

REQUIRED/PREFERRED EDUCATION & EXPERIENCE:

Cash handling, keyboard and numeric skills and experience working with customers or the public preferred.

WORK ENVIRONMENT:

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

POSITION TYPE AND EXPECTED HOURS OF WORK:

This is a part-time position. Days and hours of work vary during business hours which are Monday through Friday 9:00 a.m. to 4:15 p.m. 

PHYSICAL DEMANDS:

Position may require individual to perform repetitive motion in operating equipment such as keyboard, calculator or other bank/office-related machinery. While performing duties the employee may have to lift and/or move up to 25 pounds. Position requirements may be, but are not limited to, walking, standing, sitting, bending, talking, hearing and communicating. The physical demands are representative of those that must be met to successfully perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

ADDITIONAL REQUIREMENTS:

• Valid driver’s license and ability to be insured required if driving.
• Position requires attendance at meetings.
• Some travel may be expected for this position. However, travel is primarily local and during the business day.
• Employees are responsible for the upkeep/organization of their work area and in cooperation with others in shared areas.

Note that this Job Description is not designed to cover or contain a comprehensive listing of duties or responsibilities. Duties, responsibilities and activities may change with or without notice.

This Job Description has been approved by management.

First Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

First Bank has an Affirmative Action Plan as a requirement of its status as a Federal Contractor.