are properly documented and recorded, verifying cash transactions, determining authenticity of all negotiable items before acceptance to established policies and procedures, and receiving proper identification to verify customer information. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Image and batch daily transactions Places holds on accounts for uncollected funds. Orders daily supply of cash, and counts incoming cash. Balances currency, coin,
and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Maintain knowledge of various departments' services and functions in order to assist customers and make sales referrals.
Explains, promotes, or sells products or services such as travelers checks, savings bonds, money orders, cashier's checks, and other bank products, which will meet customer needs and increase bank business. Removes deposits from, and counts and balances cash in, automated teller machines and night depository. Assist customers with service problems or general inquires both in person and telephone while strengthening customer relations. File new account paperwork
Adheres to all State and Federal Banking regulations. Supervisory Responsibilities This job has no supervisory responsibilities.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Prefer High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Prefer previous cash, sales and/or customer service experience. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide. Ability to compute rate, ratio, and percent. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills To perform this job successfully, an individual should have knowledge of Spreadsheet software, Word Processing software and e-mail. Other Qualifications Must be available to work 20+ hours a week and rotating Saturday mornings. Some flexibility may be required to fulfill business needs. Ability to travel to all bank locations using own transportation. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk; sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Vision Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, pregnancy status, interaction, age, marital status, medical conditions, interactionual orientation, gender identity or expression, veteran and/or disability status.
retail training checklist. Provide competent and courteous service to current and prospective clients Primary Accountabilities and Responsibilities: (95%) Accountability 1: (60%) Clients Service Greet clients by name in a friendly, courteous and professional manner.
Maintain confidentiality of customer and bank information Understand Personal and Business Deposit bank products and services to readily answer basic account questions to assist bank customers. Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel for deposit accounts, loans, investments, insurance and cash management services. Assist clients
with digital and e Banking products including telebanking, online banking and mobile banking products Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service Solve client complaints to the client's satisfaction within Bank Iowa's guidelines Process client's transaction requests accurately in compliance with established Best Practices Utilize telephone etiquette techniques to professionally handle clients calls Complete all specific client care duties as detailed on the CSR training checklist Accountability 2: (35%) Complete all Operational Duties as listed on the CSR training checklist Contribute to maintaining the professional appearance
of bank premises and work areas Follow bank policies and procedures for compliance relative to the functions of the position.
Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, regulations and bank policy Comprehend and comply with all pertinent Bank Secrecy/OFAC/CIP policies and procedures. Complete annual training. Maintain awareness of customer expected and unexpected transaction habits. Report all anomalies to Bank Secrecy Act Officer Secondary Duties and Responsibilities: (5%) Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned Participate in client functions and community service events as a bank representative Education, Experience, and Other Requirements: High School diploma Must be bondable Physical Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performance of the job will include physical duties commensurate with a general office environment. The employee must occasionally lift and/or move up to ten pounds.
where customers will receive prompt accurate service extended in a friendly professional manner. Must be a leader in promoting high morale, in exhibiting positive attitudes toward customers and with fellow employees, instilling a sense of team spirit, and support company initiatives.
Provides a full range of banking services; backssing and handling customer accounts, obtaining and processing customer account information, and cross selling bank products and services. Strives to maintain and exceed goals & expectations set for this position by the Manager. Essential Duties and Responsibilities include the following. Other duties may be assigned. 1. Responsible for the daily operations of
the branch staff. a. Oversees and directs workflow for the teller and retail banker staff. b. Monitors teller and retail banker performance including, but not limited to, cash differences, transactions, balancing of ATMs, proof errors, customer satisfaction, sales, and referrals.
c. Serves as the primary contact person in the branch regarding operational and customer service issues. d. Assists branch manager with various audit, security, and compliance controls. e. Ensures that bank policies and practices are being followed.2. Assists retail manager in managing branch staff to achieve established objectives. a. Provides input regarding selection of new employees, salary increases, promotions,
disciplinary actions, and terminations. b. Works with retail manager in setting performance standards, gives ongoing feedback and assists in the completion of employee performance appraisals.
c. Assists retail manager with scheduling, training, and the evaluation of staffing levels.3. Develops new business and expands existing relationships. a. Participates in civic and community activities to generate visibility and contact for the bank. b. Calls on customers and prospective customers to promote new business opportunities.4. Originates consumer loansa. Accepts consumer loan applications and reviews for completeness. b. Extends credit within specific lending authority.
c. Provides HELOC, consumer, installment, and some residential lending services in compliance with bank policies, procedures, and regulations. d. Maintains quality loan portfolio, meeting that bank's prescribed objectives regarding loan growth, past dues, charge offs, and non-accruals. e. Works directly with the credit department in collection efforts.5. Opens new accounts and cross-sells additional retail products and services. a. Initiates discussion to determine customer needs. b. Sells additional products and services through cross-selling, portfolio development and focusing on the customer's needs.
c. Explains various account options such as account ownership, business, IRA, funeral agreement accounts, savings, certificates, and checking account programs to customers. d. Gathers, inputs, and verifies required personal information from customers, such as name, address, date of birth, employment information, social security number, etc. according to established procedures while maintaining the highest level of securitye. Prepares and reviews new account paperwork with customer. f. Receives and processes initial deposits for new account opening. Verifies all cash transactions and ensures authenticity of all negotiable items before acceptance according to policies and procedures.
g. Refers new business customers to Commercial Relationship Banker for additional bank services. h. Understands and follows the policies and procedures for new & existing customers and working to cross sell and refer all banking products and services, including to other lines of business.6. Services IRA and HSA Accounts. a. Completes withdrawal requests and renewals on certificates of deposit. b. Handles Individual Retirement Account and Health Savings Account (HSA) inquiries and transactions.
c. Informs customers of retirement account rules and restrictions. d. Gathers and inputs necessary personal information from customers. e. Prepares documents such as plan agreement, disclosure statements, CDs, signature cards, etc. f. Verifies annual retirement account reports to customers. Processes IRA distributions and verifies coding of accounts. g. Processes mail requests from other financial institutions for IRA transfers.7. Responds to questions from customers and staff regarding retail bank products and services. a. Responds to written and verbal requests or inquires.
Researches customer and employee inquiries regarding retail bank product and services. b. Processes and maintains check orders, deposits, withdrawal, debit card applications, internet banking enrollments, and bill pay set up and questions. c. Keeps informed of new and existing products and services. d. Processes customer change of address, name, and account related data, etc. e. Completes documentation for exchange of government bonds.8. Maintains support records. a. Follows up on incomplete new account documentation. b. Make courtesy phone call to maturing CD customers.9. Performs all required branch opening and closing duties.10.
Maintains the safe deposit area. Duties include monitor safe deposit rental, admitting valid customers to safe deposit boxes.11. Maintain the highest level of security in performing transactions by making sure all transactions are properly documented and recorded, verifying cash transactions, determining authenticity of all negotiable items before acceptance to established policies and procedures, and receiving proper identification to verify customer information.12. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.13.
Cashes checks after verification of signatures and customer balances.14. Enters customers' transactions into computer to record transactions, and issues computer generated receipts.15. Images and batches daily transactions16. Notifies the Retail Manager to place hold on accounts.17. Orders daily supply of cash and counts incoming cash.18. Balances cash recycler/cash drawer, vault, checks and other required items throughout and at end of shift and compares totaled amounts with computer data.19. Maintain knowledge of various departments' services and functions to assist customers and make sales referrals.20.
Explains, promotes, or sells products or services such as gift cards, cashier's checks, and other bank products, which will meet customer needs and increase bank business.21. Removes deposits from, and counts and balances cash in, automated teller machines and night depository under dual control.22. Assists customers with service problems or general inquires both in person and telephone while strengthening customer relations.23. Proactively answers incoming phone calls routed through telephone work groups.24. Actively makes referrals to all areas of the bank.25. Promptly and correctly manage customer debit card and credit card disputes.26.
Adheres to all State and Federal Banking regulations. Supervisory Responsibilities Assists the retail manager in managing the branch retail staff. Assists in carrying out leadership responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include assisting with interviewing, and training employees; planning, assigning, and directing work; addressing complaints and resolving problems. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED). Must have at least two years of retail banking experience and prior consumer lending experience. Prefer management experience. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills Ability to add, subtract, multiply, and divide. Ability to compute rate and percent. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills To perform this job successfully, an individual should have knowledge of Spreadsheet software, Word Processing software, Internet, and e-mail.
Other Skills and Abilities Must be able to make timely decisions exhibiting sound and accurate judgment. Other Qualifications Must be available to work Monday-Friday during branch hours. Must have reliable transportation and be able to drive to all bank locations using own transportation. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and distance vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Vision Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, pregnancy status, interaction, age, marital status, medical conditions, interactionual orientation, gender identity or expression, veteran and/or disability status.
The core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. We invite you to join our team of friendly, fun, and hard-working employees.
Originates consumer loans, opens all types of deposit accounts, and assists with maintenance as needed. Looks for opportunities to refer customers to the insurance and investment divisions. Will actively participate with community organizations and projects.
erve as the primary contact person in the opening of retail and commercial deposit accounts. Universal Banker will also support retail banking lenders in expediting loan processing and account documentation. This multi-faceted position demonstrates an understanding of the linkage between client service operations and overall organization goals and needs.
Support fellow employees in their efforts to contribute to the overall success of the bank.
checking and savings accounts, CD's, loans, and general ledger (GL) accounts. Additional responsibilities include daily reconciling of various general ledger accounts, computer-oriented operations, handling telephone inquiries, processing incoming and outgoing returns and other day-to-day functions of the bookkeeping department, as needed.
Maintains exceptional customer service when working with or assisting all customers and employees. Sells and promotes all bank services in such a way as to enhance the bank's image within the community. EDUCATION/TRAINING/EXPERIENCE: Associate's Degree or higher in Banking or Business related field. LANGUAGE SKILLS: Strong reading, writing and verbal
skills to effectively present information and respond to questions from customers, prospective customers, and other employees. MATHEMATICAL SKILLS: Count, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to calculate figures and amounts such as interest and percentages. REASONING ABILITY: Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Comprehend and understand bank operations, policies (manuals), and procedures. Reconcile problems requiring common sense judgment, tact, and on-the-spot decisions. Determine whether or not requests for confidential information should be granted
or refused. OTHER SKILLS: Basic understanding of computer-related operations.
Interpersonal skills to deal with customers in a courteous and professional manner. Basic understanding of debits and credits. Proficiency with ten key calculator. Computer skills in Microsoft Word, Microsoft Excel and database software to generate correspondence and reports. CERTIFICATES, LICENSES, REGISTRATIONS: None Required. SCHEDULE: Monday through Friday 8:00am-4:30pm. MUST HAVE SATISFACTORY BACKGROUND CHECK INCLUDING CREDIT HISTORY
would have cash handling experience, exceptional communication skills, and the ability to provide top-notch customer service. Tellers will be scheduled between 7:45am-5:15pm Monday-Thursday, 7:45am-5:45pm Friday and some Saturdays from 8:30am-12:15pm.
our desire is to help our customers meet their goals and build strong financial foundations for years to come. Peoples Bank is proud of this commitment and the reputation that we have achieved through treating our customers as a valued part of our business.
We offer competitive compensation, great benefits, professional growth opportunities, community involvement, a positive work environment, and mentorship. We Are looking for a Personal Banker for our Indianola location. The position is responsible for opening, closing, and maintaining checking accounts, savings accounts, certificate of deposits, IRA's, safe deposit boxes, ATM/Debit Cards, online banking and teller duties. This position
rotates between New Accounts, Call Center and the Teller area in Indianola. The position also travels to other bank locations to help cover staffing shortages.
QUALIFICATIONS: High School Diploma/GED required. One year banking experience preferred. Must have excellent communication skills including verbal, written, listening, communication etiquette, and an outwardly positive, helpful, and professional attitude. Must have the ability to work in a team oriented and fast paced environment. The ability to work well with multiple interruptions while quickly and efficiently answering calls and assisting customers in-person. Must have excellent problem-solving skills, computer skills, and ability
to multitask. SCHEDULE: A regular working shift will vary between the hours of 7 a.
m. to 5 p. m. Monday thru Friday and a Saturday rotation varying between 7 a. m. to 12 p. m. COMPENSATION: Compensation Range (compensatory based on previous banking experience): Pay range $18.54 - $24.72/hr. Health Insurance Dental Insurance Vision Insurance Employer Paid: Life Insurance, STD, LTD Retirement Options-401K w/Employer Match PTO-15+ days per year Over 11 Paid Holidays Employer paid Identity Theft Insurance Aflac Insurance Flex Spending Accounts Peoples Bank Stock Purchase Plan Free personal Checking Accounts Free Safety Deposit Box Peoples Bank is an Affirmative Action and Equal Opportunity Employer.
We provide equal employment opportunities without regard to any status protected by federal or local law.
accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks.
Cash handling is another important aspect of this position and must be done accurately. Hours for this position will vary but with this being a flexible position, we are able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 9am to noon is required. This position may work at our Waverly, Plainfield
or Cedar Falls offices and we would be open to recurring summer employment. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully
answer phone calls and greet in a professional manner. Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc.
as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
Is responsible for providing a high quality of customer service, cross-selling bank services, and balancing each day's transactions and verifying cash totals. Assists with balancing the branch's daily activities and totals. Position Requirements: High School diploma or equivalent.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Successful completion of in-house training program (if available) or other approved training program. Good oral and written communication skills and be able to operate standard office equipment such as computer, adding machine, copier, and fax. Excellent interpersonal skills.
image and engage in professional and friendly communication with customers Actively listening to customer needs and inquiries to determine appropriate service actions Refer any customer questions regarding products or services to the appropriate person Accurately enter customers' transactions into computer to record transactions and issues computer-generated receipts Cash checks and pay out monies after verifying signatures/endorsements are correct, written and numerical amounts agree, and accounts have sufficient funds Balance/count currency, coin, and checks in cash drawers by hand or using currency-counting machine, and calculate daily transactions using computers, calculators, or adding machines
Receive and count daily inventories of cash and drafts.
Monitor bank vaults and ATM's to ensure cash balances are correct. Order a supply of cash to meet daily needs Carry out special services for customers as requested in adherence to Bank policy Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits Identify transaction mistakes when debits and credits do not balance Arrange monies received in cash boxes and coin dispensers according to denomination.
Resolve problems or discrepancies concerning customers' accounts Explain, promote, or sell Bank products or services using computerized
information about customers to tailor recommendations Count, verify, and post armored car deposits Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items Perform clerical tasks such as typing, filing and answering multi-line phone system Performing all other duties as assigned SKILLS AND ABILITIES Ability to learn and use the Bank's PC hardware and software; in addition to being proficient in Microsoft Office products, including, but not limited to: Word, Excel, and Outlook Contribute to a work environment that fosters pride in being part of a winning team and promotes personal growth Ability to perform basic math; compute rate, ratio and percent; draw and interpret bar graphs Ability to read, write and comprehend simple instructions, correspondence and memos.
Effectively present information in a one-on-one and small group situation to customers and other employees. Interpret documents such as procedure manuals, work instructions, software manuals. Demonstrate strong oral/communication, organization, attention to detail and problem solving skills Ability to work in a team environment and take direction from management and supervisors Responsible for knowing and following Bank Security Act (BSA) and Customer Identification Program (CIP) regulations, policies and procedures Must have flexibility to deal with changing work hours and locations as needed EDUCATION & EXPERIENCE High School Diploma or equivalency preferred Minimum of one (1) year of experience in customer service/cash handling
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
cash totals, running proof, answering phones, balancing ATM machines, and assisting in opening all types of deposit accounts. Will assist with other special assignments or projects as needed. Maintains confidentiality on all banking matters and follows all bank policies and procedures.
Selling and promoting all bank services in such a way as to enhance the bank's image within the community, while providing a high level of customer service. EDUCATION/TRAINING/EXPERIENCE: High school diploma or general education degree (GED) and 1 - 2 years related experience and/or training; or equivalent combination of education, training, and experience. LANGUAGE SKILLS: Strong reading, writing, and
verbal skills to effectively present information and respond to questions from customers, prospective customers, and other employees. MATHEMATICAL SKILLS: Count, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to calculate figures and amounts such as interest and percentages. REASONING ABILITY: Comprehend and understand bank operations, policies (manuals), and procedures. Recognize irregular or suspicious transactions. Determine whether or not requests for confidential information should be granted or refused. OTHER SKILLS: Ability to work independently and collaborate within a team to complete tasks effectively
and efficiently by building and nurturing strong relationships with other UBI team members.
Interpersonal skills to deal with customers and co-workers in a friendly, courteous manner. Particularly detail-oriented to ensure accuracy of transactions. Familiarity with standard office equipment such as calculators and typewriters. Computer skills in word processing, spreadsheet and database software to generate correspondence and reports. Basic understanding of debits and credits. CERTIFICATES, LICENSES, REGISTRATIONS: None Required.
lending programs. Primary duties include originating and underwriting credit requests, servicing an existing credit portfolio, prospect new small business banking relationships, follow-up on small business leads and referrals that come from CSB branch network and other departments, and work with associates to provide clients with a full range of banking products and services.
To be considered for this position applicants must have a bachelor's degree in accounting, business administration or related field or equivalent experience. Client relationship management experience. Strong business development focus. Excellent communication skills. Ability to organize and analyze complex financial
information. Strong PC skills including Microsoft Office Suite. If you have a passion for building relationships and a relentless desire to do the right thing for your co-workers, customers, and community, you may be the perfect fit for our Community State Bank team.
CSB hires people from a variety of backgrounds, not just because it's the right thing to do, but because it makes us stronger. We offer amazing opportunities for career progression, and we'll work with you to explore your career path and goals. We invest in our employees and your family by providing a 401k, employee stock purchase plan, health/dental/vision insurance, educational reimbursement, volunteer opportunities in the community and a full range of additional benefits. Pre-employment credit check, criminal background check and drug screen is required.
1009 2nd St, Coralville, IA 52241 TRAINING AND CAREER PATH: When starting out as a Teller at Hills Bank, we ensure that you will already be set up to succeed with our designated career path and detailed training program. The Teller career path begins with a focus on Foundational and Teller Training , and then progresses with training on more advanced Teller components and additional areas of the bank.
You will begin in your branch shadowing an experienced co-worker to gain familiarity with your new role. Next, you will be shadowed by a co-worker until you feel comfortable and confident you can give our Hills Bank customers the quality service they deserve. Where you take your career with
Hills Bank is completely up to you, all you need to do is take the first step and apply now. SCOPE: The teller is responsible for directly servicing customers with the paying and receiving functions of the bank.
This includes a variety of customer savings, checking and credit account transactions, as well as customer services such as sales of money orders. The teller has primary responsibility for providing a high level of customer service to bank customers who require teller services. The teller will refer customers to other bank departments as appropriate for additional services. The teller is responsible for balancing daily and understanding compliance regulations related to teller
services. ACCOUNTABILITIES: Service Requests: Provide exceptional customer service to ensure customers consistently receive service of the highest standard.
Receive and process checking and savings account transactions, mortgage and consumer loan payments, credit card transactions, etc. Issue official checks, money orders, and bank checks. Process the redemption of bonds and help customers with additional services. Note and verify significant information as required by Bank policy and procedure. Ensure that Bank procedures are followed when processing transactions. Maintain favorable customer relations through proper handling of all collection and disbursement functions.
Provide a high level of customer service. This includes understanding customer needs, as well as understanding the bank products offered. Exercise discretion, good judgment and initiative regarding all customer contact, transaction processing, addressing inquiries and solving problems. Maintain confidentiality of customer account information. Open night deposit vault logging the contents in log book, distributing the contents to the proper individuals and processing all deposits and other transaction using dual control at all times. Assist customers with entry to their safe deposit box, ensuring all bank procedures are followed in the process.
Understand and comply with the related laws and compliance regulations that pertain to teller duties. Examples include bank secrecy act, privacy, and funds availability policy. Receive and answer telephone inquiries from customers and internal staff regarding customer and bank related accounts. Assist Bank personnel with questions on the status of accounts, bank statements, charges, interest, etc. in and efficient courteous manner, providing positive employee relations. Cash Handling: Maintain adequate working funds as required by Bank policy.
Verify and balance assigned cash drawer daily with minimal cash variances. Assist supervisor in reconciling errors or discrepancies for self and other tellers. As needed, purchase working money supply from Assistant Branch Manager/Branch Manager Count and verify currency. Relationship Management: Support the overall sales effort. Direct sales goals may be established by management for such items as referrals for other bank products. Identify customer's financial services needs and cross-sell services to meet those needs. Advise customers on promotional items and services. Give referrals to customer service on prospects/customers for potential sales of products based on life events that you are hearing.
Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. Participate as part of various retail product campaigns the bank initiates. Assist the office with special events and promotions. Be aware of overall bank product offering to be able to refer customers to appropriate departments within the bank for service. Utilize the bank's Customer Relationship Management (CRM) system to personalize customer interactions and help develop corporate memory, manage referrals, and maintain appropriate entries regarding opportunities and interactions with customers.
Adhere to customer service standards through Voice of the Customer program. Other: As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities. It is important to Hills Bank to be a good corporate citizen and support our communities. Employees are expected to participate in community activities throughout the year Perform other duties as assigned. EDUCATION AND SPECIAL REQUIREMENTS: Prefer a high school degree or equivalent.
1-2 years' experience in a related position. Preferably in retail with cash handling responsibilities. This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Must have the dexterity to count money. Must be able to lift 25 pounds. Must successfully complete all training and evaluation requirements in the Retail Teller Career Path necessary for transition from Teller 1 to Teller 2 to Teller 3. Participate in at least 3 bank sponsored or community events annually. EQUAL OPPORTUNITY EMPLOYER Job Posted by Applicant Pro
