Teller

Texas Heritage National Bank Farmers Branch, Texas, United States Accounting/Finance

About this position

Description:

Act as the first point of contact for customers, delivering exceptional service, processing transactions in

accordance with bank policies and procedures, assisting with customer inquiries, and identifying and

referring cross-sell opportunities.


  • Assist customers with transactional needs in accordance with established guidelines, brand model, and service standards, including answering inquiries about account balances, transaction history, service charges, interest rates, and more.
  • Maintain daily operational standards, including cash drawer security, balancing the cash drawer, item capture procedures, counterfeit currency identification, and ensuring adequate supplies at the teller station.
  • Possess knowledge of bank products and services and educate customers on emerging bank technology and digital solutions.
  • Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines, including currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, and more.
  • Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures.
  • Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations.
  • Perform other duties and responsibilities as assigned
Requirements:
  • •Strong knowledge of banking operations, cash handling procedures, and regulatory compliance.
  • Exceptional customer service skills, with the ability to handle difficult or sensitive situations with empathy and professionalism.
  • Strong attention to detail and accuracy.
  • Excellent communication skills, both verbal and written.
  • Strong problem solving and decision-making skills.
  • Ability to work independently with minimal supervision and make sound judgements.
  • High School diploma or equivalent
  • 1+ years’ experience; customer service experience in financial services or retail sales preferred
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.