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Financial Center Teller

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Independent Bank Group, Inc

2021-12-03 07:35:28

Job location Fort Collins, Colorado, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The purpose of the Financial Center Teller position is to provide quality service to customers through efficient and accurate financial transaction processing as well as identify sales opportunities direct or referred.

Responsibilities:

Assist customers by processing a variety of financial transactions quickly with minimal or no errors according to established Bank policies and procedures

* Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals

* Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification

* Balance cash drawer daily in accordance with established policies and procedures

* Perform specialized tasks such as official checks, cash advances, coin sorting

* Accept loan payments

* Process night depository bag deposits

* Answer Inquiries regarding checking and savings accounts and other bank related products

* Resolves issues with customer accounts

* Assist with balancing vault and ATM

* Admit customer to safe deposit box as needed

* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty

* Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients

* Participate in weekly coaching sessions with financial center leadership

* Actively serve as a team player involved in achieving financial center goals

* Promote, cross sell, and assist customer with basic questions regarding bank products and services

* Explain, promote and refer bank products and services to customers

Qualifications:

Education Requirements

* High school diploma or equivalent education certificate (GED)

Minimum Experience

* Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.

Knowledge, Skills, & Abilities

* Ability to complete routine transactions with limited supervision

* Strong organizational, interpersonal, communication, and customer relation skills

* Attention to detail and mental concentration for accurately performing tasks

* Ability to balance multiple tasks simultaneously

* Ability to handle frequent interruptions

* Ability to follow standard operating policies and procedures

* Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs

* Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships

* Computer proficiency with working knowledge of Microsoft Office Suite applications, required

* Ability to adapt to changing work environment

* Ability to work during branch hours of operation

* Effective time management

* Excellent interpersonal and communication skills

* Strong team player

* General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

* Occasional lifting and maneuvering of coins up to 25lbs may be required

Job Details:

Regular

In accordance with Colorado law: Colorado pay for this position is anticipated to be between $14.42 - $22.84 hourly, actual offers to be determined based on applicant's skills, experience and education.

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