Teller

About This Role

The Teller serves as a frontline representative of the bank, playing a key role in delivering a welcoming, accurate, and customer-focused banking experience. This position is responsible for processing financial transactions, maintaining cash accuracy, and supporting customers with everyday banking needs. The Teller actively listens to understand customer needs, provides information on products, services, and digital tools, and makes appropriate referrals to branch partners.

Responsibilities

• Serve as a welcoming and professional first point of contact for customers entering the branch
• Provide friendly, accurate, and efficient service while processing routine financial transactions, including deposits, withdrawals, payments, and check cashing with verification of customer identity and available funds
• Engage customers in need-based conversations to understand how the bank can service their transactional needs
• Identify opportunities to direct customers to appropriate team members for additional services or solutions
• Educate customers on digital banking tools and self-service options to enhance convenience and confidence
• Assist with routine inquiries and concerns, escalating more complex issues as appropriate
• Support lobby management by helping guide customers to the right team member or service area
• Answer incoming telephone calls promptly and professionally, directing inquiries and providing assistance in accordance with bank standards
• Engage customers in needs-based discussions to identify appropriate banking solutions without pressure-based selling
• Partner with branch team members to connect customers with specialists for more complex financial needs
• Support branch goals by consistently modeling strong service behaviors and effective customer engagement
• Collaborate effectively with team members to support branch operations and customer experience goals
• Support branch operations by assisting with customer flow, lobby engagement, and routine operational tasks as needed
• Contribute to a positive, inclusive, and respectful work environment
• Take ownership of personal development and adapt positively to new tools, processes, and initiatives
• Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills
• Perform all teller transactions with precision and balance cash drawer within established guidelines
• Always protect customer and bank information and follow all security, authentication, and dual-control procedures
• Remain alert to unusual or suspicious transactions or behaviors, follow fraud-prevention procedures, and escalate concerns to appropriate team members to help protect customers and the bank