Job Description

Job Description

Job Description

Description:

  Job Summary:

We are seeking a detail-oriented and customer-focused Teller Floater to join our team. The ideal candidate will be responsible for providing exceptional service to our customers while accurately processing transactions and maintaining a high level of professionalism. This position will be required to assist at the Rosenberg, Needville and Sugar Land locations as needed.

Essential functions

· Receives and processes deposits.

· Receives and processes loan payments.

· Cashes checks and other negotiable instruments for clients.

· Verifies endorsements and negotiability of documents.

· Processes transfers between accounts.

· Issues Cashier Checks, Loan Checks and Temporary Checks.

· Performs night drop functions as assigned.

· Responsible for the processing of the Savings Bonds and that they are completed accurately. 

· Accept Stop Payments, Wires, Change of Address requests.

· Assist customers with Online Banking and Mobile Banking Inquires.

· Responsible for accuracy and timeliness of Reg CC Holds.

· Responsible for completing Cash Transaction Reports and $3,000 Log accurately and according to regulation and current laws.

· Verifies and balances cash daily. 

· Responsible for monitoring cash levels and balancing cash.

· Ensure that all proof documents are correct and arrive within established time limits.

· Maintain and build new banking relationships

· Ensures that client requests and inquires are resolved in a professional manner.

· Assist with opening new deposit, savings, safe deposit boxes and certificates of deposits. 

· Assist clients with debit cards, and credit card inquiries.

· Knowledgeable of all technology utilized as related to the areas of responsibility.

· Follow through on established Training Curriculum.

· Maintains privacy of customer information.

· Cross sells Banks products and services. 

Other duties as assigned. 

Minimum Level of Preparation and Training

• A high school diploma or equivalent.
• Six months to one year heavy cash handling experience preferred.  
• Completion of teller training program.
• Be familiar with bank products and services.
• Previous sales or retail experience preferred.

Skills and Abilities Required

• Be outgoing, friendly and eager to assist customers and/or bank staff.
• Have the ability to recognize a sales situation and transfer to the Personal Bankers.
• Have a pleasant and friendly telephone demeanor and voice.
• Be motivated and able to cross-sell all bank services, when appropriate.
• Have a full knowledge of all areas of the bank, or be able to learn them quickly.
• Be fully knowledgeable about all bank products and services.
• Have a broad knowledge of the host computer system and bank’s LAN network.
• Be able to deal effectively and tactfully with customers and personnel from other departments and branches.

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