Platte Valley Bank Kansas City, MO 2018-09-17

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.


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%


  • 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


  • 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


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



  • 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


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


  • 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.


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


Job Type: Part-time


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