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.

Responsibilities

• 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

Requirements

• 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