Teller Supervisor / Customer Service Representative
Hours: Part-Time
Position Summary: Responsible for the direct supervision of all activities that take place on the main bank teller line. These activities are to be conducted in accordance with policies accepted by the bank in order to provide a secure pleasant atmosphere where customers will receive prompt accurate service extended in a friendly professional manner. Assists customers with opening accounts, processing check orders, issuing Visa check cards, customer service and maintenance on existing accounts and answering customer calls
Responsibilities and Duties:
- Sets an example of excellence in performance of teller duties such as accepting deposits and loan payments, cashing checks, issuing money orders, cashier's checks, savings bonds, traveler's checks, handling customer inquiries, closing accounts, etc.
- Communicates with superiors about policies and procedures, recognizes opportunities for operational improvement, new business prospects and cross selling opportunities, need for administrative support, etc.
- Plans daily work schedule of personnel so that work is promptly dispatched through the day with a proper division at cutoff, makes sure all stations make required End-of-Day/Split-Day cutoffs, cash counts are made at shift end with long/short properly verified.
- Evaluate and coaches subordinates in the performance of their duties, emphasizing accuracy, awareness of customer needs (cross selling opportunities) in a friendly, but professional manner.
- Monitors security devices to see that they work properly.
- Review the "Policy for Protection of Cash Assets" monthly and makes sure that the levels specified for the location are being observed and that coin, currency, cash items and other documents are being handled in a secure manner as outlined in the policy.
- Inspects to see that necessary cleaning and maintenance is being performed and that personnel are keeping their work areas organized for efficient use as well as neat appearance.
- Maintains information as to what vendors are to be called for service on equipment and initiates contact according to bank policy when service is needed.
- Assumes the responsibility of the department in the manager's absence; researches, answers and resolves member and teller problems; schedules teller work hours; conducts cash audits; and assists tellers in balancing.
- Opens new accounts and cross sell bank products and services
- Greet customer and make personal introduction.
- Explain various account options for checking, savings, certificates of deposit, safe deposit and Individual Retirement Accounts.
- Probe for pertinent financial information to assess customer's needs and guide customer to best product.
- Input customer information and prepare required documentation to open the new account.
- Review and explain required account documentation with customer and obtain their signature.
- Place check orders for customer.
- Produce Visa check cards for customer.
- Enter customer information into On-Line Banking database
- Provide customer service to bank customers and employees.
- Respond to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail.
- Prepare replacement signature cards per customer request.
- Accept change of address per customer request.
- Place stop payment orders on checks per customer request.
- Close checking, savings, certificates of deposit, safe deposit box and Individual Retirement Accounts.
- Process requests for e-statements.
- Accept wire transfers.
- Process IRA contributions and distributions
- Sell U. S. Savings Bonds
- Prepare Affidavits of Forgery, Forged Endorsement and Fictitious Check
- Offer Notary service
Education and Experience:
- High School diploma or equivalent
- 1 to 3 years teller experience
- Must have completed all modules of PCC teller training
- Must be an experienced teller, possess typing skills, able to operate computer terminals and adding machines, accurate at mathematical functions;
- Must posses good organizational and communication skills and good business judgment.
- Must be knowledgeable about services offered by the bank so that cross selling can be pursued effectively.
Qualified individuals should apply in person at 5010 University Avenue.