Teller II/New Accounts Representative, Part Time

Description

Teller Job Description/RRE

Role: Teller II

Key Functions:

1. Teller 1 responsibilities, plus:
2. ATM Service & Support
3. New account opening
4. ASB Employee

Teller 1 Responsibilities

Role: Daily Transactions

Responsibilities:

• Complete deposits, withdrawals, payments, change orders, cashier’s checks, and transfers for customers.
• Ensure transactions are in a format acceptable for processing.
• Understand and follow internal policies and transaction limits.
• Understand and comply with all banking regulations.  
• Complete daily mailed transactions and dual-control night drop deposits and change orders.
• Complete all regulatory reporting in a timely manner.

Expectations:  

• Complete customer transactions in a timely and accurate manner.
• Adhere to all internal policies and transaction limits.
• Stop and ask a supervisor before completing a transaction that you think may be outside of your limits or is not compliant with regulations.
• File and report OFAC and CTR paperwork properly.
• File closed account folders in the proper location.
• Balance drawer with no offages daily

Role: Customer Service 

Responsibilities:

• Answer incoming phone calls, emails, and voicemails.
• Assist customers in person and over the phone with issues pertaining to online banking, mobile banking, and general account questions, etc.
• Be knowledgeable on ASB products and services.
• Refer products and services to customers to strengthen their banking relationship with ASB.

Expectations:  

• Answer all questions to the best of the teller’s ability, asking for assistance from other coworkers/departments as needed.
• Greet customers as they walk in the door.
• Answer the phone in fewer than three rings.
• Maintain current, correct log ins for all teller-related systems to quickly assist customers.
• Comply with all regulations, bank policies, and procedures to manage risk related to customer transactions.

Role: ASB Employee 

Responsibilities:

• Practice ASB Core Values. 
• Actively participate in L10 meetings and All Employee meetings.
• Positively represent ASB in the community.
• Complete assigned training.
• Follow ASB policies and practices.

Expectations:  

• Follow ASB policies.
• Complete assigned training on time.
• Be a professional, reliable team member and display a positive attitude. 
• Be an example of ASB’s core values.
• Contribute to the success of the retail team and ASB.

Teller 2 Additional Responsibilities

Role: ATM Service & Support

Responsibilities:

• Daily balancing of the ATM and weekly (or as needed) cash replenishment.
• Troubleshooting basic ATM issues.
• Retrieving forgotten debit cards.

Expectations:  

• ATM balancing is done at or around 2:00 pm daily and the balance sheets are filed with Operations Team. The ATM is filled every Thursday morning unless needed sooner.
• Informing the Teller Supervisor if there is an ATM issue that cannot be resolved so that Diebold can be contacted for further assistance.

Role: New account opening

Responsibilities:

• Open new and maintain existing consumer accounts, certificates of deposit and other bank products
• Acquire full knowledge of bank products and services
• Prepare account documents that result in minimal errors; 
• Create and maintain documentation files for future reference
• Meet with customers to determine their financial needs
• Create a culture of top-notch customer service and train to these standards.
• Have working knowledge of common account types and the documentation required for set up
• Have working knowledge of banking regulations as well as bank specific policies and procedures 

Expectations:

• Follow defined account documentation polices and procedures
• Comply with all regulations, bank policies, and procedures to manage risk related to customer transactions.
• Provide a customer experience reflective of ASB’s core values.
• Raise compliance issues in a timely manner and notify the BSA officer of any required reporting immediately.

Requirements

Education and Experience

• Requires a high school diploma, vocational training, or equivalent and customer service skills.
• 1-3 years of banking experience, including opening/maintaining consumer accounts
• Knowledge of bank operating procedures, practices and policies.
• Knowledge of Microsoft 365 applications (Outlook, Word, Excel, Teams)
• Ability to maintain confidentiality, use tact and diplomacy; maintain professional dress and demeanor.
• Ability to use considerable judgment and initiative to resolve problems and make recommendations.
• All candidates will be required to complete a pre-employment background and credit check.

Availability

Availability to work any shift between the operating hours of 8:45AM to 5:15PM Monday through Friday and between 8:30AM to12:00PM on rotating Saturdays. Between 20-30 hours per week.