Relationship Teller III

Job Title: Relationship Teller III

Department: Retail Banking

Reports To: Retail Sales Manager

FLSA Status: Non-Exempt

Summary:

Provides superior client service and maintains high relationship selling results by offering new and current products to clients and prospects, while opening new accounts, and handling teller transactions, all in accordance with Bank policies and procedures. This full-time position supports banking operations at our University City branch.

Benefits: Including Medical, Vision, Dental, Wellness, EAP, and Life insurance, 401K plan + match, FSA, 11 holidays, and Student Loan Repayment program.

Availability/Schedule:

Must be available 40 hours per week as scheduled.

Essential Duties and Responsibilities:

• Completes all Teller duties, including but not limited to, making deposits, withdrawals, cashing checks and receiving loan payments.
• Opens new accounts.
• Makes good judgment calls on client issues.
• Possesses general understanding of products in order to introduce and sell new and current products to clients and prospects.
• Answers the phone and handles client inquiries.
• Seeks new prospects and follows-up with them via outbound calls, mail, or email.
• Logs all client calls and interactions through the use of Bank software.
• Contributes to Bank by learning the individual goals and expectations established and how they relate to the incentive plan and overall company success.
• Meets performance goals.
• Maintains accurate cash counts; no outages.
• Understands Regulation E.
• Completes assigned Sales Training and Compliance Testing.
• Participates in departmental meetings including accepting assignments for presentations at such meetings.
• Maintains a professional appearance and adheres to dress code.
• Reports to work punctually as scheduled.
• Other duties as assigned.

Other Duties and Responsibilities:

• Submits reports to Manager on a weekly and monthly basis and as requested.
• Assists in the training of new Relationship Tellers.

Minimum Qualifications:

• High school diploma or equivalent
• Banking experience preferred (2 plus years)
• Client service experience preferred
• Sales experience/skills preferred

Knowledge, Skills, and Abilities:

• Basic PC skills-MS Office (Outlook, Word & Excel)
• Superior interpersonal and communication skills
• Strong organizational skills
• Flexible, team player, self-starter
• Ability to multi-task

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to walk; sit; use hands; reach with hands and arms and talk or hear.
• Duties require employees to work onsite.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.