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Service Associate I/II (Teller)
Job Title: Service Associate I
FLSA Status: Non-Exempt
Department: Retail
Hours: Varies by branch location, Saturdays by rotation
General Job Summary:
To complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide exceptional customer service.
Organizational Duties and Responsibilities:
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
- Exemplify our 212 commitment to service
- Process deposits, withdrawals, cash checks and balance a cash drawer
- Cash checks following check cashing policy
- Sell official checks
- Process and balance teller work through image capture
- Consultative Selling – Engaging customers and prospects to uncover needs and offer solutions
- Assist with beginning, end of day and other operational duties as needed
- Participate in weekly team meetings
Working Conditions: Work on teller line, which will require long periods of standing
Minimum Job Requirements:
Education: High School Diploma or GED Equivalent
Experience: Customer contact and cash handling experience
Specific Skills:
- Good written and verbal communication skills
- Professional appearance and demeanor
- Ability to work well with others
- Good math skills
- PC proficient
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Primarily sedentary work performed in an office environment
- Ability to sit for extended periods of time while working at a computer
- Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
- Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
- Visual acuity sufficient to read computer screens, printed documents, and financial data
- Occasional standing, walking, bending, or reaching
- Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
Job Title: Service Associate II
FLSA Status: Non-Exempt
Department: Retail
Hours: Varies by branch location, Saturday hours by rotation
General Job Summary:
To complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide exceptional customer service. Provide customer service by opening accounts, selling bank products, and assisting customers with questions concerning accounts.
Organizational Duties and Responsibilities:
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
- Exemplify our 212 commitment to service
- Process deposits, withdrawals, cash checks and balance a cash drawer
- Cash checks following check cashing policy
- Sell official checks
- Process and balance teller work through image capture
- Consultative Selling – Engaging customers and prospects to uncover needs and offer solutions
- Open new accounts and perform account maintenance
- Retain and expand customer relationships
- Process and close loan request (If loan trained)
- Assist customers with questions and/or concerns
- Assist with beginning, end of day and other operational duties as needed
- Participate in weekly team meetings
Working Conditions: Work on teller line, which could require long periods of standing and/or at a desk
Minimum Job Requirements:
Education: High School Diploma or GED Equivalent
Experience: Customer contact and cash handling experience, Banking experience preferred
Specific Skills:
- Good written and verbal communication skills
- Professional appearance and demeanor
- Ability to work well with others
- Good math skills
- PC proficient
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Primarily sedentary work performed in an office environment
- Ability to sit for extended periods of time while working at a computer
- Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
- Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
- Visual acuity sufficient to read computer screens, printed documents, and financial data
- Occasional standing, walking, bending, or reaching
- Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as inclusive of all responsibilities, duties and skills required of personnel so classified. This job description does not constitute a contract nor does it alter the at-will status of the employer/employee relationship. EOE/ Minorities/Women/Vets/Disabled
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