Think Beyond The Label Jobs

POINTBANK

TELLER

Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.

REPORTING RELATIONSHIP AND SCOPE

This position reports directly to the Head Teller and Branch Manager.

This position reports indirectly to the Teller Operations Manager and the EVP of Customer Experience.

FLSA STATUS

This position is classified as Non-Exempt under the FLSA.

OVERVIEW:

The purpose of this position is to:

• Provide prompt, efficient, and friendly service in processing customers' transactions.
• Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers' financial needs and goals.
• Follow the established policies and procedures for this position, as directed by the manager.

[ESSENTIAL JOB FUNCTIONS:]{new="" roman="" times=""}

Must be willing to work at both the Aubrey and Little Elm locations.

Process commercial and consumer transactions (such as account deposits/withdrawals, cashing checks, loan payments, etc) following established policies, procedures and customer service standards, using computerized platform and teller programs.

Follow established policies and procedures (such as verifying all transaction elements for authenticity or fraud, placing holds, etc.), using computerized platform and teller programs when necessary, to ensure work is completed correctly and in compliance with regulations.

Responsible for processing proof, balancing coin machines and DYNA machines.

Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.

Know procedures for and maintain compliance with banking regulations and reporting requirements (such as BSA, Reg CC, Privacy, CTRs, etc).

Keep cash secure and maintain a high level of safety and security for the bank. Maintain proper levels of cash in cash drawer. Balance cash drawer daily. Order/sell cash as necessary. Scan and balance proof.

Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.

Know procedures for opening/closing branch.

Know procedures for robbery/emergency response.

Know procedures for researching and locating outages, thereby limiting violations of the Teller Outage Policy.

Compliance with all company policies and procedures.

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