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Summary
Provide customers with optimum service quality by providing transactional and telephone assistance on a daily basis. Focusing on the retention and growth of existing customer relationships, a Teller’s responsibility also includes the cross-selling of additional products and services through referrals to meet the needs of each customer serviced.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
All Tellers have a “home branch” but may be asked to cover for any of our other branches at any time. Being able to work at each of our locations is mandatory.
Essential Functions:
· Accurately perform all over–the–counter transactional services in accordance with current policies and procedures
· Assist customer in a friendly, professional and effective manner
· Refer customers to a Platform Representative by actively cross-selling products and services offered by Bogota Savings Bank
· Maintain cash drawer within the assigned security limits
· Adhere to all Security and Control procedures
· Balance individual teller work at end of the day and participate as directed in all branch proof procedures
· Collect fees as appropriate, for services and products offered to customers
· Assist customers more fully by inquiring about other banking and investment relationships, making recommendations of Bogota–related products when the need is appropriate
· Enhance and maintain product and services knowledge to effectively assist all customers on a daily basis
· Comply and execute the Bank's BSA program, including Customer Identification program (CIP), observation of customer activity and completion of currency transactions reports as required.
· Participate in CRA related activities with regards to special projects, Community events and branch promotions
· Attend all required training sessions and meetings
· Assist with Branch Audits
Other Job Functions
· Maintain a positive and professional demeanor
· Comply will all bank–related policies and procedures
· Any additional job–related assignments as required
Supervisory Responsibilities
This job has no supervisory responsibilities.
Accountability:
The Teller reports directly to the Head Teller, or the Assistant Branch Manager in the event of the absence of a Head Teller
Additional Responsibility:
Tellers are to be cross-trained to perform the functions of the Head Teller
Job Qualifications:
· High School Diploma or GED
· Teller experience preferred or two years relevant experience
· Excellent verbal skills
· Good mathematical, problem solving and computer skills
· Ability to handle several tasks effectively, at the same time
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