Customer Service Representative/Teller at First… · Buffalo

Summary/Objective: The Teller role is responsible for providing exceptional customer service by processing routine banking transactions, including deposits, withdrawals, check cashing, loan payments, and account inquiries. This role requires accuracy, integrity, and excellent interpersonal skills to uphold the bank’s reputation and ensure customer satisfaction.  

 

Essential functions:

• Receive checks and cash for deposits to accounts, verify amounts, examine checks for proper endorsements, and enter deposits into computer records.
• Cash checks and processes withdrawals; pays out money after signatures and customer balances are verified.
• Cross-educate and promote bank products like debit cards, online banking, and other financial institution products, including IRAs, certificates of deposit, safe deposit boxes, reloadable prepaid travel cards/gift cards, and money orders.
• Assist customers with questions about their accounts, online and mobile apps, telephone banking, Debit Cards, and credit card inquiries. Place check orders for customers.
• Receives mortgage, consumer loan, and other payments and ensures the payments match the balance due. Enter payments on the computer. Generates customer receipts.
• Place a hold on accounts for uncollected funds.
• Assist with preparing cash shipments to the Federal Reserve.
• Counts, checks, and packages coins and currency.
• Balances cash drawer at the end of the shift and compares total amounts to a computer-generated proof sheet. Reports any discrepancies to the supervisor as necessary. 
• Ensure that the teller station is properly stocked with forms, supplies, etc.
• Exchange Foreign Currency and redeem Savings Bonds.
• Balance and load ATM (troubleshoot any problems with the ATM). Report malfunctions of teller terminals and other equipment used at the teller station.
• Maintain and secure cash drawers, ensuring compliance with all cash handling procedures
• Responsible for checking night depository bags and recording the correct information on the financial institution’s forms.
• Assist with answering incoming calls and check-in and allow access to customers entering their Safety Deposit Box.
• May cross-train in other departments on operational functions.
• Actively participate in customer, community, and public relations activities to increase the bank’s visibility and enhance new business opportunities.

• Additional duties as assigned, as they relate to the position.

 

Competencies:

• Knowledge of bank policies, procedures, and regulations
• Attend training on bank/job-related topics
• Willing to work on other projects as necessary
• Ability to work both independently and as part of a team

• Detail oriented
• Candidate must be a people person
• Candidate must always act professionally
• Able to handle confidential information
• Proficient in Microsoft Suite (Word, Outlook, PowerPoint, and Excel)
• Computer savvy: able to learn new software quickly
• Self-motivated and persistent in following through and learning quickly
• Excellent communication skills – both verbal and written
• Problem solver
• Independent decision-makers within authority limits
• Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation.
• Conform to the Bank’s core values, which are:

• • Exceptional Customer Service- Everyone matters, always.
  • Family Driven- Ours, yours, we put family first.
  • Community-Focused- Our communities are the backbone of our business.
  • Communication- Open, clear, and honest communication is key.
  • Teamwork- Individuals working together to achieve a common goal

 

Education/Qualifications:

• High school diploma or equivalent.
• Previous cash-handling and banking experience is preferred but not required, as long as the candidate has the motivation and ambition to learn.  
• Successful completion of an in-house training program or other approved training program.

Supervisory:

This position has no direct supervisory responsibilities and may serve as a mentor for other positions in the organization.

Working Conditions

• Normal office environment.
• While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds or more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
• Multitask; perform tasks in an open office environment with noise from conversations, office machines, or other distracting sounds.
• Keep track of assigned tasks
• May occasionally be exposed to upset customers during everyday activities or while working under stress from anxious or impatient customers.

First Northern Bank is committed to equal opportunity for all, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or other protected characteristics.  First Northern Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.  If you are interested in applying for an employment opportunity and need reasonable accommodation pursuant to the ADA, please contact us at 307-684-2211.