Bank Teller Job Description Template

Use this Bank Teller job description template to advertise the open roles for free using Modify the requirements according the needs of your organization or the client you are hiring for.
Bank Teller Job Description Template

What is a Bank Teller?

Bank tellers are responsible for handling customer transactions, processing deposits and withdrawals, maintaining accurate records, and providing information about bank products and services. They must have strong attention to detail and excellent customer service skills.

A high school diploma or equivalent is typically required for bank tellers. Additional training in banking software and procedures is often provided on the job.

Bank Teller Job Description Template

Job Brief

We are looking for a liable Bank Teller to process all transactions accurately and efficiently in accordance with established policies and procedures. The successful candidate will be the “frontline” of our bank and will play a fundamental role in achieving our customer satisfaction and revenue growth objectives. You must be comfortable making dozens of transactions daily, communicate with different types of clients and sell bank’s products/services.


  • Conduct dozens of bank’s routine transactions within time limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals etc)
  • Assess customer needs and introduce new products and services (credit cards, saving bonds etc)
  • Make sales referrals, suggest alternate channels and cross-sell products and services
  • Go the “extra mile” to build trust relationships, customer loyalty and satisfaction
  • Comply with regulatory requirements
  • Manage risk in every transaction and detect fraudulent transactions to prevent losses
  • Resolve customers’ issues and provide relevant information


  • Proven working experience in banking, personal banking, retail banking or financial services
  • Basic PC knowledge and familiarity with electronic equipment (e.g. cash drawers, receipt validators, money counters)
  • Strong communication and time management skills
  • Customer satisfaction-oriented
  • Attention to detail and mathematical skills
  • Excellent sales skills
  • BS in Finance, Banking or relevant field

What does Bank Teller do?

A bank teller performs various tasks on a day-to-day basis, including:

  1. Assisting customers: The main responsibility of a bank teller is to serve customers by conducting a variety of financial transactions. This includes cashing checks, depositing and withdrawing money, and processing loan payments.

  2. Handling cash: Tellers are responsible for accurately counting and handling cash transactions. They should ensure that the correct amount of money is given to customers and maintain a balanced cash drawer.

  3. Providing information: Teller may assist customers in answering general inquiries about bank products, services, and policies. They may also provide guidance on account openings, credit card applications, and other services.

  4. Processing transactions: Teller enters and processes various transactions into the bank's computer systems. This includes updating account information, processing wire transfers, and issuing cashier's checks or money orders.

  5. Promoting bank products: Teller may recommend and promote bank products such as savings accounts, certificates of deposit (CDs), and credit cards to customers based on their needs and financial goals.

  6. Resolving issues: If customers encounter any problems or discrepancies concerning their accounts, tellers are responsible for addressing and resolving these issues as efficiently as possible. This could involve investigating transactions, communicating with other bank departments, and seeking supervisory assistance when necessary.

  7. Ensuring security: Tellers are responsible for following security protocols, including verifying customer identification, preventing fraudulent activity, and maintaining the security of cash and sensitive customer information.

  8. Performing administrative tasks: In addition to transactional duties, tellers may assist with various administrative tasks within the branch, such as maintaining records, providing account statements, or preparing reports.

It's important to note that the exact tasks performed by a bank teller can vary depending on the specific bank and branch.

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