|
Position Title
New Accounts Representative - Teller
Job Description
POSITION SUMMARY
Responsible for marketing and opening new accounts, providing excellent customer service and handling customer issues.
Assists customers with bank transactions in accordance with approved policies and procedures, balance transactions daily and provide excellent customer service.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
Open checking accounts, savings accounts, certificates of deposits, savings bonds and IRAs. Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Perform teller duties as required.
Process wire transfers of funds requests.
Perform foreign currency transactions and sell traveler's checks.
Order checks and deposit tickets for customers.
Answer customers' questions, explain and recommend bank products and services based on customers needs.
Respond to and follow-up with customer inquiries, complaints, and problems.
Handle opening, closing, and maintenance of safe deposit boxes.
Arrive at work promptly as scheduled, following written security procedures.
Provide assistance to customers in lobby, drive-through, and over the telephone.
Work closely with support personnel in researching customer requests.
Adhere to written bank policies and procedures as directed.
Maintain good punctuality and attendance to work.
Provide excellent customer service.
POSITION QUALIFICATIONS
Competency Statement(s)
Accuracy - Ability to perform work accurately and thoroughly.
Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
Communication, Oral - Ability to communicate effectively with others using the spoken word.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
Organized - Possessing the trait of being organized or following a systematic method of performing a task.
Presentation Skills - Ability to effectively present information publicly.
Customer Oriented - Ability to take care of the customers needs while following company procedures.
Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
Working Under Pressure - Ability to complete assigned tasks under stressful situations.
Communication, Written - Ability to communicate in writing clearly and concisely.
Autonomy - Ability to work independently with minimal supervision.
SKILLS & ABILITIES
Education : High School Graduate or General Education Degree (GED)
Experience : One to two years related experience
Computer Skills
Computer Teller System New Accounts System
Certificates & Licenses
Other Requirements
Ability to use 10-key calculator. Ability to operate copier, fax, currency counter, currency dispenser, ATM, telephone and scanner.
PHYSICAL DEMANDS
Physical Demands
Stand F (Frequently)
Walk F (Frequently)
Sit C (Constantly)
Handling / Fingering C (Constantly)
Reach Outward O (Occasionally)
Reach Above Shoulder O (Occasionally)
Climb N (Not Applicable)
Crawl N (Not Applicable)
Squat or Kneel F (Frequently)
Bend F (Frequently)
Lift/Carry
10 lbs or less F (Frequently)
11-20 lbs O (Occasionally)
21-50 lbs O (Occasionally)
51-100 lbs N (Not Applicable)
Over 100 lbs N (Not Applicable)
Push/Pull
12 lbs or less O (Occasionally)
13-25 lbs O (Occasionally)
26-40 lbs O (Occasionally)
41-100 lbs O (Occasionally)
N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)
Other Physical Requirements
Vision (Near, Distance, Peripheral)
Sense of Sound (Ability to hear customers)
Basic Qualifications
Ability to operate a 10-key calculator required;
High school diploma or equivalent required;
At least one (1) year related experience.
|
