Sample Bank Teller Job Description

Job Description

At [CompanyX], our bank tellers do more than handle money; they establish and nurture relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we’re looking for a qualified bank teller to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community and the country.

Objectives of this Role

  • Serve customers by managing documents, information, and financial transactions successfully and in an organized, efficient, and secure manner
  • Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities
  • Meet and exceed bank service standards, greeting and acknowledging each customer warmly, and making them feel welcome while complying with bank procedures and security protocols
  • Work as a team with other tellers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special request as needed

Daily and Monthly Responsibilities

  • Handle account transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier’s checks, and opening and closing accounts
  • Identify customer needs, provide information on new products and services, and direct customers to branch representatives if interested
  • Reconcile cash drawers at the end of your shift, count and package coins and currency, turn in any excess or damaged currency to head teller
  • Track, record, report, and store transactional information and special requests
  • Provide a high level of customer service, providing answers and assistance with a smile

Skills and Qualifications

  • High school diploma or equivalent
  • Basic math and computer skills
  • Cash-handling experience
  • Excellent communication, customer service, and time-management skills
  • Ability to pass a background check
  • Strong dedication to accuracy and efficiency

Preferred Qualifications

  • Bachelor’s degree in related field
  • Skills with upselling or product recommendations are a bonus
  • Knowledge of word processing software
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