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Float Teller
Summary
The float teller is responsible for reporting to any Branch where coverage is needed. The float schedule is prepared monthly with the following month’s schedule being delivered to the float teller during the last week of each month. This position requires flexibility and reliable transportation. The float teller must be willing to travel in all types of weather conditions (rain, snow, etc.)
The float teller must have an understanding of the products and services provided to customers by the bank. Have an understanding of the policies and procedures that must be adhered to in the teller position. Understand the regulations that each teller is required to comply with and the impact resulting from non-compliance. Process various financial transactions for bank customers in a timely and accurate manner. Deliver exceptional customer service to individuals and business customers. Through the referral process, initiate new business by identifying customer needs and recommending products and services that will expand the customer relationship. Must possess knowledge of all applicable consumer compliance regulations.
Essential Duties
Service:
- Being courteous – make eye contact, smile, extend greeting, use name, engage in conversation, etc
- Being knowledgeable – understand features and benefits of products and services
- Being accurate – cash handling, scanning, processing of transactions and adherence to policies and procedures
- Being a problem solver – handle the inquiries and concerns of customers in a timely and thorough manner
Sales:
- Being a Relationship Builder – listen for ques, profile existing customers, identify needs through active listening, recommend solutions, handle objections and complete the referral to BBR or Business Partner based on the need identified. Participate in daily huddles by sharing success stories regarding referrals.
Operations:
- Participate in processing of daily night deposit transactions
- Adhere to policies and procedures – understanding the impact on audit and compliance
- Adhere to proving standards
- Maintain appropriate teller cash limits
- Insure timely and accurate routing of work
Confidentiality:
- Protect customer information
- Follow all bank security requirements
Self-Development:
- Participate in both online and classroom training as recommended to expand knowledge and sharpen skills in current role.
Communication:
- Deliver verbal and written communications in a professional manner
- Understand the impact non-verbal communication can have on delivery of a message
- Be an active listener
Community:
- Participate in bank sponsored events.
Job Requirements
- High School Diploma
- Minimum of one-year customer service experience
- Past Experience in Cash Handling
- Exceptional customer service and communication skills
- Working knowledge of computers
- Reliable transportation
