Floater Teller

POSITION PURPOSE

Responsible for performing a broad variety of financial services as needed at multiple locations including teller functions, Customer Service functions, and Customer Advocate functions. Cross sells services as required. Responsible for providing excellent customer service and maintaining strong professional relationships.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Financial Service Functions

• Presents and explains Bank services and products to clients and assists in meeting their financial needs.
• Answers questions and solves problems for clients by listening to problems, collecting data, securing answers.
• Assists clients with disputes involving Bank online, Master Money, ATM services or deposit accounts.
• Tele-consulting
• Meets goals set on scorecard

Teller Functions

• Represents the Bank in a courteous and professional manner.
• Receives deposits in person or by mail.
• Receives loan payments in person or by mail. Properly computes interest.
• Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions.
• Disburses cash or check withdrawals in person, by telephone, or by mail.
• Processes transfers.
• Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.
• Receives and processes payroll deduction starts, stops, and increases.
• Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
• Follows Teller procedures consistently

Call Center Functions (Lubbock Division only)

• Assists customer with all inquiries involving checking, savings, certificates of deposit, IRA, loan, business, and trust accounts.
• Performs file maintenance and account changes as needed.
• Assists customers with Bank on Call, Bank online, and Debit/Tillie card services.
• Performs research needed to resolve customer account issues.
• Maintains files for each customer assisted.
• Researches and resolves problems with customer accounts.
• Meets goals set on scorecard

Business Relations

• Ensures that customers' requests and questions are promptly resolved.
• Operates online teller terminal. Provides information that customers may authorize concerning their account status.
• Receives and processes new customer accounts and changes to existing accounts.
• Maintains privacy of customer account information.
• Ensures that the Bank's quality reputation is maintained.

Coordination and Management

• Assists area personnel as required.
• Keeps supervisor informed of area activities and significant problems.
• Completes required reports and records accurately and promptly.
• Attends meetings and training classes that may be held on weekday, evenings, and/or Saturdays

Related Duties

• Actively and professionally cross sells Bank services.
• Performs related clerical duties as needed.
• Ensures that work area is clean, secure, and well maintained.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills.

SUPERVISORY RESPONSIBILITIES

This role has no supervisory responsibilities.

PERFORMANCE MEASUREMENTS

• Teller functions are performed in accordance with established policies, standards, and security procedures.
• Cash is balanced and discrepancies are promptly resolved.
• Good business relations exist with clients. Client problems and inquiries are courteously resolved.
• Good working relationships and coordination exist with area personnel and with management.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Required Knowledge: Understanding of Bank operations preferred.

Experience Required: At least one year of related experience/cash handling required.

Skills/Abilities: Good communication skills. Professional appearance and attitude. Good math and typing skills. Ability to operate related computer applications and business equipment.

Travel Requirements: Regular travel to branch locations within the division.

Monday - Friday: available 7:45AM - 6:15PM
Saturday: 8:45AM - 12:15PM (rotating)
40 hours

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