Teller II
Company: Financial Staffing Resources, Ltd.
Location: Mcallen
Posted on: July 31, 2022
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Job Description:
Job Description
Community Bank in Allen has an opportunity for a Teller II / CSR -
This role demonstrates increased knowledge and skills to meet
customer expectations of service and professionalism whether in
person or on the phone, assisting in a variety of checking,
savings, and credit account transactions, as well as customer
services such as sales of Official checks, money orders, bank gift
cards, travel cards and stamps. Assists customers with inquiries
related to personal accounts or loans. Identifies customer needs
and makes referrals to appropriate deposit, loan, and insurance
specialists. CSR II's are required to make referrals and should
review the referral chart below.
As training is completed CSR II's may be included in special
projects to fulfill the needs or goals of the bank and their
customers.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
New duties may include, but are not limited to, branch end of day,
balancing or auditing of vaults or teller drawers, ordering money
for the branch as well as be able to find outages on the cash
balancing report input, edit and open new accounts or loans and may
provide direction or limited supervision to bank employees.
Able to promote, explain and cross sell any personal deposit
service offered by bank and the related fees including but not
limited to CD's, IRA's, Consumer Loans and Personal DDA accounts.
Evaluating customer needs, and promptly responding in person or by
telephone concerning account status, account balances, stop
payments, funds availability, monetary transfers, NSF's, OD status,
and statement requests. Also refers customers to the appropriate
bank financial specialist when appropriate such as Real-estate,
Commercial Loans, Insurance Services or Merchant Services.
Be able recognize and resolve customer electronic banking issues
including but not limited to Debit Card inquires, Reissue Debit
cards, Resetting Debit Card PIN's, Debit Card and ATM disputes.
Balances cash drawer at the end of the shift and compares totaled
amount to electronic journal on DCI. Scans images of items
validated by the DCI Teller system and balances the files by using
the Branch Capture system. Reports any discrepancies to the
supervisor as necessary and can find outages when on the cash
balancing report.
Recognizes and addresses customer by name when possible. Listens
carefully to customer requests, comments or complaints and responds
appropriately in accordance with bank procedures.
Receives and processes deposits or withdrawals of cash, checks,
collection items and utility payments for deposits to accounts,
verifies amounts, examines these items for proper endorsement, and
enters transactions into computer records in an accurate, prompt,
and efficient manner.
Receives mortgage, consumer loan, commercial loan, and other
payments, inspects negotiable instruments and cash offered for
payment and ensures the payments match balances due, enters
payments received into DCI Teller.
Sell Official Checks, money orders, travel card, bank gift cards,
white zipper bags and Redeem U.S. Savings Bonds.
Verifies and packages coins and currency to be sold to FED. or
other branches. Not to exceed armored car insurance limit of
$250,000 per bag or branch vault limits.
Maintains cash supply within prescribed limits, orders cash when
necessary, prepares cash transfer slips and counts incoming cash.
When over prescribed vault or teller drawer limits must fill out
the OLF (Over Limit Form) within the campus.
Places holds on accounts for uncollected funds and prepares bank
Notice of Delayed Availability in accordance with bank
procedures.
Prepares CTR's within DCI Teller and forward with correct
documentation to BSA officer or designee and may also prepare and
submit electronic CTR's to FinCEN.
Performs bank by mail and night deposit functions where
available.
May prepare and maintain various reports and records, using
Microsoft word, excel or open office.
Keywords: Financial Staffing Resources, Ltd., McAllen , Teller II, Other , Mcallen, Texas
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