Teller III

Summary: Provides exceptional customer service. Serves Customers by completing various banking transactions efficiently and accurately while adhering to check cashing and withdrawal authority limits. Accurately balances cash drawer daily. Identifies referral opportunities and actively promotes BankFinancial. Responds to requests for assistance from less experienced tellers. Handles special or unusual transactions and more difficult customer questions and situations. Opens and/or closes the branch.

1. Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management.

2. Maintains working knowledge of Bank, Wealth Management, and Financial Assurance products and services in order to answer routine customer inquiries and explain basic Bank regulatory policy and procedures.

3. Answers customer inquiries related to account balances, Bank services and general information efficiently and professionally.

4. Promotes Bank products and services through identifying referral opportunities and directing Customers to the appropriate Bank representative.

5. Meets or exceeds all established sales goals assigned by identifying the needs of potential and existing Customers, offering appropriate products and services, and referring qualified clients.

6. Interacts with Customers and Associates to research and solve problems/disputes.

7. Interacts with various Bank departments to resolve tasks.

8. Processes deposits and withdrawals and cashes checks. Verifies cash and endorsements, receives proper identification, and verifies authenticity of transaction.

9. Issues negotiable instruments, accepts loan payments, and processes cash advances.

10. Accurately enters Customers' transactions into computer to record transactions, and issues computer generated receipts.

11. Orders daily supply of currency/coin and verifies incoming and outgoing currency/coin. Counts and packages currency; sells excess currency and mutilated currency; and maintains proper levels of currency/coin according to Bank policy and procedures.

12. Balances currency/coin, checks and other transactions to figures displayed in teller platform system.

13. Adheres to the Cash Difference/Occurrence Policy and all reporting requirements. This includes timely resolution of teller out-of-balance discrepancies.

14. Complies with bank operations and security procedures by participating in all dual control functions and auditing procedures.

15. Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

16. Performs branch opening and/or closing procedures in accordance with security procedures. This includes possession of keys as well as combinations to various vaults.

17. Approves transactions within assigned authority level while ensuring that Bank's policies/procedures and security procedures are being followed.

18. Balances branch daily and reports out of balance conditions according to policy. Resolves out of balance conditions accurately and promptly.

19. Maintains cash reserve drawer.

20. Monitors, balances and audits automated cash equipment.

21. Accepts cash shipments, prepares cash shipments and processes proper forms.

22. Balances ATM and maintains a thorough understanding of ATM terminal and procedures.

23. Completes all necessary compliance and monthly reports.

24. Completes required audits in accordance to policy and audits associates' work.

25. Participates in and attends all scheduled branch sales/operational and team building meetings.

26. Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

27. Completes all required training.

28. Assists in the training/mentoring of both new and existing teller associates on all applicable policies and procedures, including all compliance requirements.

29. Ensures that adequate staff is scheduled to meet appropriate business levels, oversees that customers are serviced quickly, efficiently, and that all standards are met.

BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Required Skill and Experience

• High school diploma or general education degree (GED)

• At least two years of previous bank teller and/or banker experience

• Strong understanding and knowledge of bank products and services.