Sample bank teller job description

At [Company X], our bank tellers do more than handle money; they establish and nurture relationships with our valued customers. We’re 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. The ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, this person must be trustworthy and precise so that our reputation as a trusted bank is reinforced in the community.

Objectives of this role

  • Serve customers by managing documents, information, and financial transactions 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 to make them feel welcome, while complying with bank procedures and security protocols
  • Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt, and supporting management as needed

Responsibilities

  • Handle transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier’s checks, and opening and closing of accounts
  • Identify customer needs, provide information on new products and services, and direct customers to branch representatives as needed
  • 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, offering answers and assistance with a smile

Required 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 skills and qualifications

  • Bachelor’s degree (or equivalent) 
  • Skills for upselling and recommending products