Teller

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.

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)