Teller II

POSITION SUMMARY

The Teller II is responsible for providing exceptional customer service by accurately and efficiently processing financial transactions and supporting account opening procedures in accordance with Bank policies. This role demonstrates a higher level of knowledge and experience than Teller I and plays a key part in identifying customer needs, resolving account issues, and cross-selling Bank products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Transaction Processing & Customer Service

• Portray a professional company image and engage in courteous, friendly communication with customers
• Actively listen to customer needs to determine appropriate service actions
• Accurately process deposits, withdrawals, payments, and other financial transactions, ensuring adherence to all policies and procedures
• Cash checks and pay out monies after verifying endorsements, available balances, and identification
• Balance and reconcile cash drawer daily using manual and machine methods
• Receive and count daily inventories of cash and drafts
• Monitor branch vault and ATM balances; order or distribute cash to maintain proper levels
• Execute special services such as retirement contributions, night deposits, and mail deposits per Bank policy
• Identify and resolve discrepancies in transactions, maintaining accurate records of all activity

Operational Support

• Perform general clerical duties including typing, filing, and answering a multi-line phone system
• Count, verify, and post incoming armored car deposits
• Compose and mail customer statements and correspondence regarding account discrepancies, maturity notices, or unpaid items
• Support branch operations and staff as needed

Customer Onboarding & Account Services

• Demonstrate proficiency in opening various deposit accounts including savings, checking, and money market
• Maintain compliance with regulatory requirements and Bank policies during account setup
• Conduct customer identification screenings and explain account terms and disclosures
• Provide support for customer account maintenance including changes to personal data, account closures, and service requests
• Explain and promote Bank products and services using a needs-based approach informed by customer data and interaction history
• Analyze customer credit and financial data to determine eligibility for account openings

ADDITIONAL RESPONSIBLITIES

• Perform other related duties and responsibilities as assigned by management.