Teller Job Description template and pdf with duties [2024]

Job summary 1

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high-quality customer service and to help the branch generate revenue by delivering optimal solutions.

Duties & Responsibilities 1

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Serve as the first point of contact for clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on the client’s financial goals
Educate clients on digital and self-service opportunities offered by Company
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
- Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
- Maintain working knowledge of client accounts as well as new and existing products and services offered.
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

Requirements & Skills 1

Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
- Effective problem solving and communication skills
- Ability to work well in a team-oriented environment
- High School diploma or equivalent

Job summary 2

As a Teller you will assist business clients by providing an extraordinary level of service while facilitating various financial transactions, including deposits and withdrawals. If you have a keen eye for detail, and accuracy and enjoy assisting clients, this immediate opportunity might be a fit!

Duties & Responsibilities 2

Greet and assist Bank Clients and Private Client Groups in a friendly and courteous manner via email, phone, and in person.
- Accurately process various financial transactions including cash, checks, and withdrawals, issue receipts, and record transactions in the system.
- Verify customer balances and amounts, examine checks for proper endorsements, etc.
- Maintain an adequate cash drawer at all times, conduct daily proof, balance cash on hand, and ensure transactions and negotiable items prove to the figures on record in the system.

Requirements & Skills 2

Minimum 6 months of experience as a Teller required.
High School diploma or equivalent required.
Experience with business accounts or commercial clients a plus.
- Strong attention to detail and cash handling skills; ability to process transactions with speed and accuracy.
- Able to respond promptly to client needs, follow through and resolve issues pleasantly and helpfully.
- Ability to multi-task with good mathematical aptitude to facilitate daily balancing.

Job summary 3

We are looking for a talented Teller who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Duties & Responsibilities 3

Assists customers by providing exceptional customer service, and accurately and efficiently processing their transactions.
Engages in conversation with customers by actively listening and asking questions.
Introduces customers to other team members, as appropriate, to proactively help meet their financial needs.
Informs customers of self-service digital options (as appropriate) to make banking easier for them.
- Follows policies and procedures to minimize risk.
- Maintains a cash drawer, including cash handling and balancing
- Spends the majority of time spent completing Teller transactions for customers.

Requirements & Skills 3

Job summary 4

The Teller decreases the volume of operations at the window to improve the flow of the branch and consequently the customer experience. The Teller promotes alternative channels that Company offers to clients.

Duties & Responsibilities 4

Advises the clients, by using the digital tools within the branch.
- Solve clients’ questions/concerns and direct them to the best channel they have to achieve the solution.
- Provides an easy communication channel and interaction with clients
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

Requirements & Skills 4

1 year of relevant experience with knowledge of sales strategies and financial products
Experience and knowledge in banking, financial, and credit services
- Excellent management of digital and technological media, applications, and systems such as iOS and Android.
- Handling tools (smart/smartphones) and Citi systems for internal staff
- High School diploma or equivalent

Job summary 5

The Teller processes and initiates various financial transactions for Company customers and assists branch office management in new business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through proactive customer-driven servicing of their needs in support of the goal of exceeding customer expectations.

Duties & Responsibilities 5

Requirements & Skills 5

Employment eligibility to work in the U.S. is required as the company will not pursue visa sponsorship for these positions
Minimum of one year’s proven customer service and/or sales experience or equivalent, including cash handling experience.
Minimum of high school diploma or equivalent experience.
Demonstrated interpersonal, communication, and analytical skills.
- Proficiency with personal computers as well as pertinent mainframe systems and software packages.
- Positive customer service attributes.
- Demonstrated proficiency with sales referrals and product knowledge.

Job summary 6

The Teller provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial transactions.

Duties & Responsibilities 6

Requirements & Skills 6

High school diploma or GED
6 months+ related experience preferred
Superior Customer Service skills
General Math skills
Strong organizational skills
- Detail-oriented
- Ability to function in a fast-paced and changing environment
- Excellent communication skills with the ability to be concise, clear, and consistent

Job summary 7

Currently, we are seeking a Teller who is responsible for accurately and efficiently processing teller transactions. A Teller must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need.

Duties & Responsibilities 7

To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.
Process member transaction requests accurately and efficiently.
Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution.
Responsible to meet or exceed sales and service goals established by leadership.
Remain compliant with all financial regulations including BSA, OFAC, Reg CC, USA Patriot Act, etc.
- Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
- Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.
- Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items.

Requirements & Skills 7

Must be goal-oriented
Must be service-oriented
Problem-solving competence with strong attention to detail
Must be self-motivated to meet required sales goals
Must have strong listening skills
- Must have strong written and verbal communication skills
- Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
- Must be a TEAM player and be able to work well in a group setting

Job summary 8

A Teller specializes in our branch customer experience through digital engagement, lobby management, transactional processing, and retail servicing interactions. Processes a variety of financial transactions accurately and efficiently.

Duties & Responsibilities 8

Requirements & Skills 8

High school diploma or equivalent (GED) and a minimum of 6 months of customer service experience, including data entry and/or cash handling experience
Proven verbal communication skills
Proven interpersonal skills
Proven ability to demonstrate exceptional customer service
Well-organized
- Proven time management skills
- Proven prioritization skills
- Proficient with internet user-level technology

Job summary 9

We are looking for a new Teller to serve the needs of existing and prospective clients. We are seeking an individual who provides top customer service, possesses the previous cash-handling experience, and places a high level of importance on confidentiality.

Duties & Responsibilities 9

Consistently provides high-quality client service while effectively processing transactions and supporting sales.
- Records all transactions, prepares daily settlements of teller cash, and proofs transactions according to branch procedures.
- Processes transactions for various bank products and services including the following: deposits, withdrawals, loan payments, cashier checks, money orders, and credit card cash advances.
- Performs clerical duties such as answering calls, processing incoming mail and deliveries, filing, and typing.

Requirements & Skills 9

Four to six months of teller experience, or equivalent client service and/or cash handling experience.
Previous sales experience, preferred.
In pursuit of a high school diploma or its equivalent is required.

Job summary 10

Under general supervision, the Teller services customers through the performance of teller duties and completes assigned branch duties. Work requires the ability to handle sensitive and confidential information with discretion and strict adherence to established policies and procedures to maintain branch security.

Duties & Responsibilities 10

Performs all duties related to the processing of internal and external customer paying and receiving transactions.
Provides excellent customer service assisting, responding to, and resolving internal and external customer inquiries.
Uses opportunities wisely to promote the bank and sell and cross-sell bank products and services.
Assists head teller with teller line operations through the performance of assigned duties.
- Attends required meetings and training seminars.
- Accountable for the understanding of and adherence to operational controls, policies, procedures, and processes to ensure compliance with bank policies and related laws and regulations.
- Performs other duties as assigned.

Requirements & Skills 10

Ability to operate a computer and learn job-specific software applications.
Excellent customer service skills and basic sales skills.
- Excellent verbal and written communication skills.
- Excellent interpersonal skills and customer service skills.
- High school graduate or GED or equivalent, and 3 months cash handling or an equivalent combination of education and experience.

Teller Job Description

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Teller Job Description

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