Teller/New Accounts
Bank Of Colorado
Provides quality service by assisting customers accurately and efficiently,
and develops long term customer relationships. Oversees the receiving and
paying of money to bank customers, and ensures that accurate record keeping
of deposits and withdrawals, negotiable instruments, and other bank
transactions is maintained. Performs a broad variety of customer service and
sales activities, such as assisting walk-in customers as well as telephone
customers with account problems and questions. Performs duties, which
include selling and opening new accounts, closing accounts, and advising
customers on all bank services.
RESPONSIBILITIES AND DUTIES:
1. Performs all regular teller duties including accepting deposits,
cashing checks, and perform various customer service related duties.
2. Prepares holds on deposits.
3. Completes forms such as CTRs, SIRs, and any other BSA reporting as
necessary.
4. Performs operational duties as required, which may include: vault
operations, ordering and shipping cash, ATM settlement, research teller
differences, and completing various reports.
5. Responsible for opening and closing individual and commercial deposit
accounts. Must obtain appropriate BSA information and business documents for
account opening.
6. Prepares all paperwork and assists the customer in signing the documents.
7. Strives to achieve sales goals by being a knowledgeable resource on
products and services available to customers.
8. Performs various customer service duties:
a. Answering phone calls and assisting walk-in customers
b. Initiating customer research
c. Processing check orders
d. Closing accounts
e. Processing customer account printouts
f. Sorting daily mail
g. Assisting with NSF, Non-post, and collections
h. Assisting customer with Safe Deposit Boxes
i. Deposit verification for credit purposes
9. Responsible for maintaining customer accounts including deposit
accounts, CDs, Health Savings Accounts, IRAs, and other retail banking
products.
10. Performs other related duties as assigned by management.
11. Ability to maintain regular and reliable attendance, and the ability
to work flexible hours, including weekends (if branch is open on weekends).
KNOWLEDGE, SKILL, AND ABILITIES:
Full knowledge of personal and business banking products offered, taking a
personal initiative to stay updated on any changes. Basic knowledge of all
banking regulations applicable to the job function and of all bank policies
and procedures.
Knowledge of general banking principles and banking regulations and a
willingness to participate in educational opportunities.
Skill in communicating with clients and co-workers in courteous and
professional manner.
Skill in operating computer terminals and printers, back counter capture
machine, coin machine and copier
Skills in effectively listening to customers and making appropriate referrals.
Ability to maintain a high level of confidentiality.
Ability to perform customer service duties and provides leadership and
guidance to subordinate members of the department in the areas of phone and
in-person inquiries, conducting customer research, cash and check
handling, and effectively making appropriate customer referrals to other
bank staff.
Ability to ensure that appropriate efficiency, accuracy, and customer
service is provided to customers to ensure that the banks goals of meeting
the customers needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment.
Ability to function as a team player.
Ability to perform any other duties/projects as assigned by management.
EDUCATION AND EXPERIENCE:
High school graduate or equivalent.
A minimum of 24 months of prior banking experience is generally expected.
Cash handling and customer contact experience preferred.