Job Description
Job Description
SUMMARY
This position provides excellent service to bank customers while handing tasks such as accepting deposits, processing payments and disbursing withdrawals to customers. Handles customer inquiries and requests and makes recommendations on services and products offered by the bank. Perform customer service tasks, such as answering phones and forwarding customer requests to Bank Managers.
SUMMARY OF RESPONSIBILITIES
- Responsible for managing the day-to-day operations of the teller line.
- Coordinates tellers’ schedules when necessary.
- May perform duties as Customer Service Representative when necessary.
- Balances branch to established cash limit, prepares cash shipments to Federal Reserve and reconciles branch working fund.
- Maintains an understanding of all Bank products, policies, procedures, and regulations.
- Ensures that tellers adhere to all policies, procedures, and regulations, including compliance and security.
- Assists tellers with identifying and resolving out-of-balance conditions.
- Strict adherence to the Bank’s written policies and procedures including compliance with all applicable banking laws and regulations
- It is also incumbent on all staff members to adhere to PNB's Information Security & Cyber Security Program guidelines and policies. These guidelines and policies are designed to protect the privacy and safeguard the financial information of our customers. Willful noncompliance may result in disciplinary action to include termination of employment.
- At branch locations (if applicable) the Head Teller may assist in the process of balancing and replenishing the ATM Machine.
- Promotes and provides superior customer service.
EDUCATION AND/OR EXPERIENCE
High school diploma or general education degree (GED) and 2-5 years of experience as a Head Teller. Solid understanding of BSA/AML regulations, including due diligence, KYC and CIP requirements. Excellent interpersonal and oral/written communication skills. Proficient with computer programs such as Word and Excel.
OTHER SKILLS AND ABILITIES
Must be able to read, write and speak fluently in English and Spanish. Ability to work with goals and objectives established by Management. Ability to work under pressure and make decisions according to established guidelines. Work with minimum supervision and accomplish tasks accurately and on a timely basis; prioritize work; strong organizational skills. Ability to effectively collaborate with others. Must be able to communicate effectively and professionally with co-workers.
PHYSICAL DEMANDS
The physical demands described in this section 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 sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The associate is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch or crawl. The associate must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.