5 Commercial Teller Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Commercial Teller to join the front-line team at [$COMPANY_NAME]. In this role, you will play a crucial part in delivering exceptional customer service while efficiently processing transactions and supporting our commercial banking operations. You will have the opportunity to develop your skills in banking services, customer interaction, and financial transactions.

Responsibilities

• Process customer transactions accurately and efficiently, including deposits, withdrawals, and account inquiries
• Provide outstanding customer service by addressing client needs and resolving issues promptly
• Support commercial banking activities by assisting in the maintenance of client accounts and documentation
• Adhere to all compliance and regulatory requirements to ensure the security and integrity of financial transactions
• Collaborate with team members to achieve departmental goals and improve service delivery
• Participate in ongoing training and development to enhance your banking knowledge and skills

Required and Preferred Qualifications

Required:

• High school diploma or equivalent
• Strong attention to detail and accuracy in handling transactions
• Excellent interpersonal and communication skills
• Ability to work effectively in a team-oriented environment

Preferred:

• Previous experience in a customer service or banking role
• Familiarity with commercial banking products and services
• Basic knowledge of financial regulations and compliance

Technical Skills and Relevant Technologies

• Proficiency in using banking software and systems
• Basic Microsoft Office skills, particularly Word and Excel
• Ability to learn new technologies quickly

Soft Skills and Cultural Fit

• Strong problem-solving abilities and a proactive approach to work
• High level of integrity and professionalism
• Ability to maintain a positive attitude in a fast-paced environment
• Commitment to continuous learning and personal growth

Benefits and Perks

We offer a competitive salary and comprehensive benefits package, including:

• Health, dental, and vision coverage
• Retirement plans with company matching
• Paid time off and holidays
• Professional development opportunities

Location

This is a hybrid position, requiring successful candidates to work from the office at least 3 days a week in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented and customer-focused Commercial Teller to join our team at [$COMPANY_NAME]. In this in-person role, you will be the first point of contact for our commercial clients, providing exceptional service and ensuring smooth transactions. Your expertise in cash handling and knowledge of banking products will play a crucial role in fostering strong relationships with our business customers.

Responsibilities

• Process a variety of financial transactions, including deposits, withdrawals, and loan payments for commercial clients accurately and efficiently.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and promoting banking products that meet their business needs.
• Conduct cash handling and maintain a balanced cash drawer, ensuring compliance with company policies and security procedures.
• Assist clients with account-related questions and guide them through our banking services, fostering a positive banking experience.
• Collaborate with team members to meet branch performance goals and enhance overall customer satisfaction.
• Stay informed about banking regulations and compliance requirements to ensure adherence in all transactions.

Required and Preferred Qualifications

Required:

• High school diploma or equivalent; additional education or certification in finance or banking is a plus.
• 1+ years of experience in a customer service or cash handling role, preferably in a banking or financial services environment.
• Strong numerical skills and attention to detail to ensure accuracy in transactions.

Preferred:

• Familiarity with banking products and services, including business accounts and loans.
• Experience with financial software and point-of-sale systems.
• Proficiency in a second language is a plus.

Technical Skills and Relevant Technologies

• Proficient in Microsoft Office Suite, including Excel and Word.
• Ability to learn and utilize banking software and systems effectively.
• Understanding of cash handling procedures and security protocols.

Soft Skills and Cultural Fit

• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build rapport with clients and team members.
• Problem-solving mindset with the ability to address client concerns effectively.
• Commitment to maintaining a positive and professional attitude in a fast-paced environment.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plan with employer match
• Paid time off and holidays
• Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Location

This role requires successful candidates to be based in-person at our branch located in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

As a Senior Commercial Teller at [$COMPANY_NAME], you will play a crucial role in delivering exceptional banking services to our commercial clients. Your extensive experience and leadership will ensure that our clients receive the highest level of service, while you also mentor and guide junior tellers in operational excellence and customer engagement.

Responsibilities

• Lead and oversee daily teller operations, ensuring compliance with bank policies and procedures while maintaining high standards of accuracy and efficiency.
• Provide exceptional customer service to commercial clients, addressing inquiries and resolving issues promptly to foster long-lasting relationships.
• Mentor and train junior tellers in transaction processes, service protocols, and best practices to enhance team performance.
• Assist in the management of cash handling and vault operations, including balancing and reconciling cash drawers at the end of each day.
• Collaborate with branch leadership to identify opportunities for improving service delivery and operational efficiency.
• Act as a liaison between clients and other departments to ensure seamless service and effective resolution of complex issues.

Required and Preferred Qualifications

Required:

• 5+ years of experience in a banking or financial services environment, with a focus on teller operations.
• Demonstrated leadership skills, with a proven track record of mentoring and developing team members.
• Strong understanding of banking regulations and compliance requirements.
• Exceptional interpersonal and communication skills, with the ability to engage effectively with clients and colleagues.

Preferred:

• Experience with commercial banking products and services.
• Proven ability to handle high-pressure situations with professionalism and poise.
• Familiarity with banking software and transaction processing systems.

Technical Skills and Relevant Technologies

• Proficiency in banking software and electronic transaction systems.
• Strong numerical aptitude and attention to detail.
• Ability to analyze financial information and provide insights to clients.

Soft Skills and Cultural Fit

• Strong customer service orientation, with a passion for exceeding client expectations.
• Ability to work collaboratively in a team-oriented environment while also demonstrating initiative.
• Excellent problem-solving abilities and a proactive approach to identifying opportunities for improvement.
• Integrity and professionalism in all interactions, reflecting the values of [$COMPANY_NAME].

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off and holiday pay.
• Professional development opportunities and tuition reimbursement.
• Employee wellness programs and initiatives.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are proud to be an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, or any other basis protected by applicable law.

Location

This role requires successful candidates to be based in-person at our branch located in [$COMPANY_LOCATION].

We encourage applicants from all backgrounds and experiences to apply, even if you don’t meet all the requirements listed above.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly skilled Lead Commercial Teller to join our dynamic team at [$COMPANY_NAME]. This pivotal role involves overseeing daily operations, enhancing customer experiences, and ensuring compliance with banking regulations. You will lead a team of tellers, providing training, support, and guidance while driving excellence in service delivery.

Responsibilities

• Supervise and mentor a team of commercial tellers, ensuring adherence to operational procedures and exceptional customer service standards.
• Manage daily cash flow and reconcile transactions, ensuring accuracy and compliance with regulatory requirements.
• Develop and implement training programs for new tellers, focusing on product knowledge, sales techniques, and compliance protocols.
• Analyze customer needs and recommend banking products and services that will enhance their financial experience.
• Resolve customer inquiries and complaints efficiently, maintaining a high level of customer satisfaction.
• Conduct regular audits and assessments to ensure compliance with internal policies and external regulations.

Required and Preferred Qualifications

Required:

• 5+ years of experience in a banking or financial services environment, with at least 2 years in a supervisory role.
• Strong understanding of banking operations, regulations, and compliance requirements.
• Proven ability to lead and motivate a team while maintaining a customer-focused approach.
• Excellent numerical skills and attention to detail.

Preferred:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience with customer relationship management (CRM) systems.

Technical Skills and Relevant Technologies

• Proficiency in banking software and tools for transaction processing and customer relationship management.
• Familiarity with compliance management systems and reporting tools.
• Ability to analyze financial data and generate insightful reports.

Soft Skills and Cultural Fit

• Strong interpersonal and communication skills, with the ability to build relationships with customers and team members.
• Demonstrated problem-solving abilities and a proactive approach to challenges.
• Commitment to fostering an inclusive and positive team environment.
• Adaptability to changing priorities and ability to work in a fast-paced environment.

Benefits and Perks

Annual salary range: [$SALARY_RANGE].

Additional benefits may include:

• Comprehensive health benefits including medical, dental, and vision coverage.
• Retirement plans with employer matching.
• Professional development opportunities.
• Paid time off and holiday pay.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This role requires successful candidates to be based in-person at [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds and experiences to apply, even if you don’t meet all the qualifications listed.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking an experienced Head Teller to lead our branch's teller operations at [$COMPANY_NAME]. In this role, you will oversee daily transactions, ensure exceptional customer service, and manage a team of tellers to uphold our commitment to accuracy and efficiency. Your leadership will be crucial in fostering a positive environment while ensuring compliance with all banking regulations.

Responsibilities

• Supervise and mentor teller staff, providing training and performance evaluations to enhance skills and service delivery.
• Ensure all teller transactions are processed accurately and efficiently, adhering to banking policies and procedures.
• Manage cash handling and maintain appropriate levels of cash to meet customer needs while minimizing risk.
• Implement and monitor operational procedures to improve workflow and customer service standards.
• Address and resolve customer inquiries and complaints in a professional and timely manner.
• Collaborate with branch management to develop strategies for increased customer engagement and service performance.

Required and Preferred Qualifications

Required:

• 3+ years of experience in a banking or financial services environment, with at least 1 year in a supervisory or leadership role.
• Strong understanding of teller operations and banking regulations.
• Exceptional customer service skills and a commitment to exceeding customer expectations.

Preferred:

• Experience with cash management and operational compliance.
• Proven ability to lead and motivate a team in a high-pressure environment.

Technical Skills and Relevant Technologies

• Proficiency in banking software and cash handling systems.
• Familiarity with compliance regulations and risk management practices in banking.
• Ability to analyze financial data and prepare reports for branch management.

Soft Skills and Cultural Fit

• Strong leadership and interpersonal skills, with the ability to build rapport with customers and team members.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to fostering a diverse and inclusive workplace.

Benefits and Perks

Salary: [$SALARY_RANGE]

In addition to competitive pay, we offer a comprehensive benefits package, including:

• Health, dental, and vision insurance
• Retirement savings plan with company match
• Paid time off and holiday pay
• Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Location

This role requires successful candidates to be based in-person at our branch located in [$COMPANY_LOCATION].