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- Float Teller Oneida-Herkimer County
Float Teller Oneida-Herkimer County
Summary
The float teller is responsible for reporting to any branch where coverage is needed within their
assigned region. A coverage schedule is provided in advance however this position requires flexibility
and may be subject to last minute scheduling changes as needed. Reliable transportation is required,
and the float teller must be willing to travel in all types of weather conditions (i.e. rain, snow, etc.). The
ideal candidate will be cross trained on various platform responsibilities as well.
• Understand the products and services provided to customers by the bank
• Understand the policies and procedures that must be adhered to in the teller position
• Understand the regulations that each teller is required to comply with and the impact resulting
from non-compliance
• Process various financial transactions for bank customers in a timely and accurate manner
• Deliver exceptional customer service to individuals and business customers using prescribed
program disciplines
• Through the referral process, initiate new business by identifying customer needs and
recommending products and services that will expand the customer relationship
**Must possess knowledge of all applicable consumer compliance regulations
Essential Duties
Service:
Being courteous – make eye contact, smile, extend greeting, use customers name, engage in
conversation and other prescribed program disciplines.
• Being knowledgeable – understand features and benefits of products and services
• Being accurate – cash handling, scanning, processing of transactions and adherence to policies
and procedures
• Being a problem solver – handle the inquiries and concerns of customers in a timely and
thorough manner
Sales:
• Identify referral opportunities by listening for ques, profile existing customers, identify needs
through active listening, recommend solutions, handle objections, and complete the referral to
RB or Business Partner based on the need identified
• Participate in daily huddles by sharing success stories regarding referrals
Operations:
• Participate in Branch Opening and Closing Procedures
• Participate in balancing of Branch ATMs
• Participate in processing of daily night deposit transactions
• Adhere to policies and procedures – understanding the impact on audit and compliance
• Adhere to proving standards
• Maintain appropriate teller cash limits
• Ensure timely and accurate routing of work
Confidentiality:
• Protect customer information
• Follow all bank security requirements
Self-Development:
• Participate in both online and classroom training as recommended to expand knowledge and
sharpen skills in current role.
• Participate in cross training to additional roles as requested
Communication:
• Deliver verbal and written communications in a professional manner
• Understand the impact non-verbal communication can have on delivery of a message
• Be an active listener
Community:
• Participate in bank sponsored events
*Required to attend or participate in necessary compliance training, including but not limited to BSA,
Security, Information Technology, OFAC, Privacy and applicable BVS courses.
Job Requirements
High School Diploma or GED
Minimum of one year customer service experience
Minimum of one year experience with cash handling
Exceptional customer service and communication skills
Working knowledge of computers
Reliable transportation and ability to travel to other area branches
