Teller

Platte Valley Bank has a part-time opening at the North Oak location. This position will work 25-29 hours a week including, rotating opening/closing shifts and rotating Saturday's.

Summary:

The primary function of the teller is to assist the customer with any banking transactions, questions, or concerns in a friendly and professional manner, while following banking policies and procedures.

Essential Functions:

Sales – 85%

• Accept deposits, cash checks*
• Have a basic knowledge of all bank deposit products and services**
• Provide prompt, friendly and professional service at all times*
• Know bank deposit products and be able to cross sell to customers as needed
• Refer customers to other products, such as; loans, mortgages, and investment services
• Meet monthly product referral goals: full time -15 referrals, 2 closed, part time 10 referrals and 1 closed
• Attends sales training as required
• Maintain a professional appearance and attitude at all times

Operations/Compliance and Security – 15%

Operations/Compliance

• Balance cash drawer, atm
• Completes necessary forms to ensure accurate customer transactions
• Complies with all teller policies and procedures
• Responds to all customers inquires and forwards any appropriate requests to other departments
• Performs safe deposit functions according to policy and procedures when necessary
• Attends all required operational and compliance training
• Other duties as assigned

Security

• Follow security procedures when opening/closing branch
• Knows and follow dual control procedures when necessary
• Knows robbery procedures
• Protects the confidentiality of the customers’ business at all times
• Remains alert to possible check cashing scams, money laundering, and forgery/fraud situations

Expectations:

The Teller is to follow all 5 stages of the sales program:

• Plan Stage – have a neat workstation and all necessary materials available
• Relax Stage – Greet customer, make eye contact, stand up, lean forward, use customers name, initiate non-business conversation, give full attention
• Evaluate Stage – Determine reason for visit, obtain information and verify service need, ask product needs
• Present Stage – satisfy service information needs, uses sales referral impact question, present product benefit statement
• Close Stage – Explain purpose of referral, Handle referral objection, name person to see, give brochure, smile, use customers name in closing, make closing remark

Competencies:

Cash-handling

• Must have comfort level in handling, counting, etc. large sums of money

Customer Service Skills

• Helping customers achieve their goals in a friendly and professional manner

Accuracy

• Ensure that customers are getting exactly what they want while adhering to banking policies and procedures

Multi-tasking

• Teller window gets busy, more than one thing happening at a time. Must be able to switch functions at any time.

Physical Demands:

A Teller will stand for long periods of time. There can be prolonged computer usage as tellers assist customers. Coin may have to be lifted 2-3 times per week and bags may be as heavy as 50 pounds. Repetitive motion with counting money.

Qualifications:

Previous cash handling experience preferred. Teller must understand basic computer operations and have basic clerical skills. Must have good communication skills.

EOE

Job Type: Part-time

Experience:

• teller: 1 year (Preferred)
• Customer Service: 1 year (Preferred)
• Cash Handling: 1 year (Preferred)