Job
Behavior |
Value
to the Job |
Greets customers
in a pleasant, friendly manner and uses their
name in casual conversation. |
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Apologizes to
customers when necessary (for long waits,
errors, etc.). |
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Enters customer
account numbers into the computer system to
process transactions. |
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Processes account
transactions, including deposits, withdrawals,
transfers, and loan payments. |
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Cashes checks,
ensuring that all requirements are met prior
to check cashing (such as identification verified,
written amount corresponds to numerical amount,
signature is authentic). |
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Issues cashier’s
checks, money orders, and/or travelers checks. |
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Processes cash
advances on bank-issued credit cards. |
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Fills change
orders to exchange cash and currency. |
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Uses and understands
bank policies for service charges, bank fees,
account holds, etc. |
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Explains bank
policies and procedures to customers as necessary. |
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Requests identification
from customers as required. |
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Verifies the
authenticity of signatures when required. |
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Requests approval
signatures from supervisors or Senior Tellers
as necessary. |
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Assists customers
with questions about their accounts (such
as looking up account status, placing research
requests, etc.) or refers them to appropriate
bank associates. |
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Delivers negative
information (such as an overdrawn account)
to customers in a professional and tactful
manner. |
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Identifies customers’
needs by speaking with customers and/or by
reviewing their account histories. |
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Suggests bank
products and services to customers based on
the customer’s specific needs. |
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Explains the
features and benefits of products or services
to customers so they can make informed purchasing
decisions. |
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Refers customers
to other bank associates when appropriate
to assist the customer with additional banking
needs. |
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Helps customers
complete necessary paperwork to obtain bank
products or refers them to other bank associates
for help. |
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Keeps assigned
work area secure by locking all drawers when
leaving area, maintaining appropriate amount
of cash in drawers, etc. |
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Sells and buys
money to/from the vault. |
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Notifies other
Tellers and/or Bank Officers when a situation
poses a potential risk or when a customer
is acting suspiciously. |
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Opens night deposit
bags and processes transactions. |
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Collects proof
work and bundles it for pick-up. |
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Completes required
paperwork to document customer transactions
and work activities. |
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Balances drawer
and follows appropriate procedures to resolve
out-of-balance situations. |
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Answers phones
promptly and courteously. |
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Informs customers
if there are problems with a transaction. |
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Expresses appreciation
for customers’ business. |
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Learns about
bank product and service offerings, including
features, benefits, and potential customers. |
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Assists other
Tellers as necessary. |
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Learns additional
duties in order to assist and/or fill in for
other bank personnel, if requested. |
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