About This Role
The Teller provides high-quality, prompt, and professional financial services to clients. This role focuses on interacting with clients, delivering exceptional service, and processing financial transactions accurately and efficiently while maintaining operational standards.
Responsibilities
- Greet clients promptly in a friendly, courteous, and professional manner upon entry into the financial center
- Deliver accurate, efficient, and high-quality service while maintaining a positive client experience
- Answer incoming telephone calls, provide account-related information within authorized guidelines, and route inquiries to appropriate team members when necessary
- Respond to client questions, resolve routine service requests, and identify when escalation or referral is required
- Process client financial transactions in accordance with bank policies and regulatory requirements, including but not limited to: Deposits, withdrawals, and check cashing; Loan payments and account transfers; Issuance of official checks and money orders; General ledger transaction processing; Wire transfer data entry and processing; Accurate completion of Currency Transaction Reports (CTRs) and required regulatory documentation
- Always maintain proper cash controls in accordance with established bank procedures and security standards
- Buy and sell cash to and from the vault as needed while ensuring established cash limits are maintained
- Balance daily cash drawer, negotiable instruments, and processed transactions to ensure accuracy and reconciliation with system totals
- Record and verify transactional totals within bank systems to maintain accurate financial records
- Adhere to operational procedures designed to mitigate risk and safeguard bank assets
- Complete all required compliance, regulatory, operational, and job-related training within established deadlines
- Support Private Client Group and other internal business partners with client servicing or operational tasks as needed
- Provide coverage and operational assistance at alternate financial center locations based on business needs
- Participate in team meetings, procedural updates, and ongoing professional development activities
- Perform special projects, and additional duties and responsibilities as required
- Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings
- Maintain compliance with applicable federal, state and local laws and regulations
Requirements
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- 1+ years of client service experience
Nice to have:
