Teller - Warwick, NY

Location: Warwick, NY, United States

Ref#: 3451

Posted: 03-23-2020

Industry: Banking

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As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team.  The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs.  In addition, he/she acts as a resource in identifying and resolving client servicing issues.  Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist.

The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions, all of which align to the Branch Playbook. Tellers and all Branch team members are expected to act professionally at all times, conduct business ethically avoid conflicts of interest and act in the best interest our clients. Duties assigned include:

Primary Teller Functions
• Accept and accurately process all financial service transactions
• Maintain responsibility for cash drawer and follow proper balancing procedures
• Act as a resource to identify and resolve client servicing issues
• Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker

Build Client Rapport
• Provide excellent client service to all clients
• Where problem resolution is required, take thorough information from the client and get back to them in a timely manner
• Ensure a confident tone that reassures the client we will follow up with resolution
• Greet and welcome every client as they enter the branch; acknowledge by name, if known
• Assist clients in achieving their financial goals and objectives through the use of Financial Wellness tools
• Participate in client appreciation events
• Address client issues or concerns; engage branch management when needed to provide full solutions for clients
• Help create and establish a business relationship between the Banker and the client
• Coordinate time between Banker and client for business meetings as necessary
• Engage the Lead Teller and or Banker when faced with complex client account issues
• Answer the phone within the Branch professionally, promptly, and pleasantly
• Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs

Risk Management
• Ensure compliance with security and audit procedures
• Adhere to all applicable policies and procedures

Additional Responsibilities
• Participate in morning huddles and end of day debriefs
• Understand goals and objectives for the branch
• Review and maintain knowledge of product guides, fees and policies to stay current on offerings
• Provide answers and assistance for client questions/concerns, utilizing resources within the branch

• High School Diploma, GED or equivalent business experience
• 6 months experience in a client service facing role
• A minimum of one week cash handling experience
• Excellent communication and interpersonal skills
• General understanding of PC with Windows based applications and calculator
• Ability to work branch hours to include weekends and occasional evenings
• Physical Requirements:  Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.