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Tri Counties Bank Teller/Senior Teller in Patterson, California

POSITION SUMMARYiThe Teller is responsible for identifying financial solutions, promoting and referring Bank productions and services to new and existing customers at the teller line and through telemarketing.i Handles customer service transactions, such as receiving and disbursing funds, posting deposits and withdrawing funds.i Provides information and assistance in researching customer problems, balances a cash drawer daily and answers customer inquiries.MAJOR RESPONSIBILITIESProbes for customer financial needs and recommends bank products and services.Refers retail loan and deposit products.Meets referral goals as assigned.Provides prompt, efficient and friendly service to Bank customers ensuring that all customer transactions are handled timely and accurately according to guidelines.Ensures that cash and security procedures are followed accounting for assigned cash. Balances cash drawer and maintains drawer within limits.Completes necessary documentation and data entry.Processes all deposit and loan transactions.Makes outbound calls to new and existing customers to maintain contact and satisfy servicing needs. OTHER RESPONSIBILITIESAssists other branch team members in non-primary assigned duties when necessary.Assists in training branch team members on product knowledge and skill development when necessary.Performs monthly certifications when necessary.Assists in processing ATM (including balancing) and night drop.Maintains a current understanding of Bank policies and procedures.Maintains a current understanding of and complies with regulations that include but are not limited to Bank Secrecy Act, USA Patriot Act, suspicious activity reporting, CIP, Reg DD/Truth in Savings, Expedited Funds Availability Act, and Gramm-Leach-Bliley Act.Performs other duties as assigned.EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIREDHigh school diploma or GED required, unless age 18.Effective selling and cross-selling skills.Excellent written and verbal communication skills.Ability to utilize personal computers and Windows based programs.Able to successfully complete Bank's product and sales training courses.i GRADE LEVEL DISTINCTIONGrade 3 i 0 to 6 months, no experienceGrade 4 i 6 months to 2 years banking experienceGrade 5 i 2 or more years banking experience PHYSICAL REQUIREMENTSMay be required to lift up to 25 pounds.iPOSITION SUMMARYiThe Senior Teller serves branches in a broad-based, overall iutilityi type role.i Participates in, as well as directs, customer service activities under the direction of the Assistant Branch Manager.i Acts as lead teller, responsible for teller line activities and activities which support identifying financial solutions for customers. MAJOR RESPONSIBILITIESParticipates in daily team huddles and one-on-one debrief with Assistant Branch Manager.Meets referral goals as assigned.Proactively partners and assists Assistant Manager in referral coaching and mentoring of referral team members.Ensures that cash and security procedures are followed accounting for assigned cash.Provides prompt, efficient and friendly service to Bank's customers.Supports the Assistant Branch Manager in generating sales and referrals for loans, deposits, investments and Bank's other related products and services.Makes out bound calls to new and existing customers to maintain contact and satisfy servicing needs.In the absence of the Branch Manager and Assistant Manager acts as lead for lower level staff ensuring personnel are handling customer sales and service transactions timely and accurately, grade 7 only.Under the direction of the Assistant Branch Manager ensures proper scheduling of branch staff, grade 7 only.OTHER RESPONSIBILITIESAssists other branch staff members when necessary.Ensures branch compliance with audit and regulatory procedures to minimize and control operating losses.Assists in processing ATM (including balancing machine) and Night Drop.As assigned approves daily reports.As assigned may sign various management reports

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