4 Teller Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented and customer-centric Teller to join the team at [$COMPANY_NAME]. In this role, you will be the first point of contact for our customers, providing excellent service in a fast-paced environment. You will be responsible for processing transactions accurately and efficiently while ensuring compliance with company policies and regulations.

Responsibilities

• Process customer transactions, including deposits, withdrawals, and payments, with a high degree of accuracy
• Provide exceptional customer service by addressing inquiries and resolving issues in a timely manner
• Maintain up-to-date knowledge of products and services offered by [$COMPANY_NAME] to effectively promote them to customers
• Ensure compliance with banking regulations and internal policies, including anti-money laundering (AML) and know your customer (KYC) protocols
• Assist with cash management and balancing of cash drawers at the end of each shift
• Identify sales opportunities and refer customers to appropriate departments for additional services

Required and Preferred Qualifications

Required:

• High school diploma or equivalent
• Prior experience in a customer service role, preferably in banking or financial services
• Strong numerical aptitude and attention to detail
• Excellent communication and interpersonal skills

Preferred:

• Experience with banking systems and software
• Understanding of financial products and services

Technical Skills and Relevant Technologies

• Proficient in Microsoft Office Suite, particularly Excel
• Familiarity with banking software and transaction processing systems

Soft Skills and Cultural Fit

• Strong problem-solving abilities and a proactive attitude
• Ability to work collaboratively within a team environment
• Commitment to maintaining confidentiality and security of customer information
• A customer-first mindset

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits include:

• Comprehensive health, dental, and vision insurance
• Retirement savings plans with company matching
• Paid time off and holidays
• Professional development opportunities

Location

This is a hybrid position, requiring a minimum of 3 days per week in the office located in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly skilled Senior Teller to join our remote banking team. In this pivotal role, you will leverage your extensive experience in customer service and banking operations to enhance the client experience while ensuring compliance with regulatory requirements. You will act as a mentor to junior tellers and contribute to the development of best practices within our remote banking environment.

Responsibilities

• Provide exceptional customer service by effectively addressing client inquiries and resolving issues related to accounts, transactions, and banking products.
• Process a variety of financial transactions accurately and efficiently while adhering to established policies and procedures.
• Monitor and manage cash flow, ensuring proper handling and security of funds in compliance with banking regulations.
• Coach and mentor junior tellers, fostering a collaborative and high-performing team environment.
• Identify opportunities for process improvements and contribute to the development of innovative solutions to enhance operational efficiency.
• Assist in training new staff members on banking procedures and customer service best practices.
• Stay informed about new banking products and services to effectively promote them to clients.

Required and Preferred Qualifications

Required:

• 5+ years of experience in a banking or financial services environment, with a proven track record of customer service excellence.
• Strong understanding of banking products, services, and regulations.
• Experience with cash handling and transaction processing.
• Excellent verbal and written communication skills.
• Proficient in using banking software and digital communication tools.

Preferred:

• Previous experience in a supervisory or mentorship role.
• Familiarity with remote banking technologies and platforms.
• Certification in banking or financial services.

Technical Skills and Relevant Technologies

• Proficient in Microsoft Office Suite (Excel, Word, Outlook) and banking software.
• Experience with CRM systems and digital banking platforms.
• Ability to analyze data and generate reports for management.

Soft Skills and Cultural Fit

• Strong interpersonal skills with a customer-centric mindset.
• Ability to work independently and as part of a remote team.
• Proactive approach to problem-solving and process improvement.
• Detail-oriented with strong organizational skills.
• Ability to adapt to a fast-paced, changing environment.

Benefits and Perks

Salary: [$SALARY_RANGE]

Full-time offers include:

• Comprehensive benefits package including medical, dental, and vision coverage.
• 401(k) plan with company match.
• Flexible work hours and the option for remote work.
• Continuing education and professional development opportunities.
• Generous PTO and paid holidays.

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 is a fully remote position.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly motivated and experienced Lead Teller to join our dynamic team at [$COMPANY_NAME]. In this pivotal role, you will oversee daily operations at our branch, ensuring exceptional customer service and operational efficiency while leading a team of tellers to achieve our service and sales goals.

Responsibilities

• Manage and mentor a team of tellers, providing guidance, support, and training to foster their professional development.
• Ensure compliance with all banking regulations and internal policies while maintaining high standards of customer service.
• Oversee daily cash handling procedures, ensuring accuracy in transactions and adherence to security protocols.
• Collaborate with branch management to develop strategies for improving service delivery and achieving sales targets.
• Address and resolve customer inquiries and complaints effectively and professionally.
• Assist in the hiring and onboarding process for new tellers, ensuring a smooth transition into the team.
• Generate and analyze reports to monitor branch performance, identifying areas for improvement and implementing solutions.

Required and Preferred Qualifications

Required:

• 3+ years of banking or financial services experience, with at least 1 year in a leadership role.
• Strong knowledge of banking products, services, and regulatory requirements.
• Proven ability to lead a team and drive performance in a fast-paced environment.
• Exceptional communication and interpersonal skills, with a customer-centric approach.
• Demonstrated problem-solving skills with a focus on process improvement.

Preferred:

• Experience in a retail banking environment with a focus on customer service excellence.
• Familiarity with banking software and digital tools.
• Proficiency in data analysis and reporting.

Technical Skills and Relevant Technologies

• Proficient in Microsoft Office Suite, particularly Excel, for reporting and analysis.
• Experience with banking core systems and CRM tools.
• Knowledge of digital banking trends and technologies.

Soft Skills and Cultural Fit

• Strong leadership skills with the ability to motivate and inspire team members.
• Excellent organizational skills and attention to detail.
• Ability to adapt to changing environments and handle multiple priorities.
• A proactive mindset with a commitment to continuous improvement.
• Empathy and understanding towards customer needs and employee development.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plans with company matching
• Paid time off and holidays
• Employee training and development programs
• Performance-based bonuses

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion within its workforce and encourages all qualified applicants to apply regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic 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 who may not meet all qualifications to apply, as we value diverse experiences and perspectives.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking an experienced and dedicated Head Teller to lead our branch operations while ensuring exceptional customer service and operational efficiency. In this role, you will manage teller staff, oversee daily transactions, and maintain a high standard of accuracy and integrity in all banking operations.

Responsibilities

• Supervise and mentor teller team members, fostering a collaborative and high-performance culture.
• Oversee daily teller operations, including cash handling, transaction processing, and compliance with banking regulations.
• Ensure exceptional customer service by addressing customer inquiries and resolving issues promptly and effectively.
• Conduct regular audits and reconciliations to maintain accurate record-keeping and manage cash flow.
• Implement strategies to enhance teller productivity, efficiency, and customer satisfaction.
• Provide training and development opportunities for tellers to improve their skills and knowledge.
• Collaborate with branch management to meet sales and service goals, identifying opportunities for cross-selling bank products and services.

Required and Preferred Qualifications

Required:

• 5+ years of banking experience, with at least 2 years in a supervisory role.
• Strong knowledge of banking operations, compliance regulations, and risk management.
• Proven ability to lead and motivate a team in a fast-paced environment.
• Excellent communication and interpersonal skills, with a customer-centric approach.
• Strong analytical and problem-solving abilities.

Preferred:

• Bachelor's degree in finance, business administration, or a related field.
• Experience with digital banking platforms and customer relationship management systems.
• Familiarity with performance metrics and key performance indicators (KPIs) related to branch operations.

Technical Skills and Relevant Technologies

• Proficiency in banking software and financial management systems.
• Strong understanding of cash management and transaction processing systems.
• Ability to utilize data analytics tools to drive decision-making and operational improvements.

Soft Skills and Cultural Fit

• Exceptional leadership skills with a focus on team development and performance coaching.
• Ability to build strong relationships with customers and team members alike.
• Detail-oriented with a commitment to accuracy and compliance.
• Proactive attitude with a strong sense of accountability and ownership.
• Adaptable to changing environments and able to thrive in a fast-paced banking atmosphere.

Benefits and Perks

Salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health and wellness benefits
• Retirement savings plans with company matching
• Professional development opportunities and training programs
• Paid time off and flexible work arrangements

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse and inclusive work environment. We are an equal opportunity employer and welcome applicants from all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, age, disability, or any other characteristic protected by law.

Location

This role is remote within [$COMPANY_LOCATION].

We encourage applicants to apply even if they do not meet all the requirements. If you are passionate about banking and customer service, we would love to hear from you!