Senior Teller Job Description

Senior Teller Job Description

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Senior Teller Duties & Responsibilities

To write an effective senior teller job description, begin by listing detailed duties, responsibilities and expectations. We have included senior teller job description templates that you can modify and use.

Sample responsibilities for this position include:

Probes for customer financial needs and recommends bank products and services
Process deposits to customer accounts
Process and properly record the sale of monetary instruments
Acts in a supervisory capacity as necessary, using increased authority levels, above those of an entry-level teller, to review and approve certain transactions
May be cross trained on routine customer service representative and platform responsibilities in effort to aid the employee in offering a new experience or for business purposes
Contributes to the efficient operation of the branch by performing or assisting with other branch duties such as maintaining branch vault cash, night deposit transactions, maintaining branch logs, opening and closing vault, settling and maintaining ATM
Refers retail loan and deposit products
Provides prompt, efficient and friendly service to Bank customers ensuring that all customer transactions are handled timely and accurately according to guidelines
Balances cash drawer and maintains drawer within limits
Assists other branch team members in non-primary assigned duties when necessary

Senior Teller Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Senior Teller

Typically a job would require a certain level of education.

Employers hiring for the senior teller job most commonly would prefer for their future employee to have a relevant degree such as High School and Associate Degree in Supervision, Education, Business, Finance, General Education, Communication, Computer, Multimedia Design, Fine Arts, Graphic Design

Skills for Senior Teller

Desired skills for senior teller include:

Bank’s products and services in order to complete a referral to appropriate branch sales employee
Bank products and services
Bank’s products and services
Phases of branch operations
Available products and services
Email functions and Microsoft Office
Personal computers and other business equipment
Compliance/CRA regulations in day to day activities
Banking products and services
Bank deposit and credit products

Desired experience for senior teller includes:

Pre-placement physical exam required
2-3 years of teller experience preferred
Knowledge of teller operations usually acquired through high school level business courses and prior teller experience is required to process complex transactions
High school or equivilent required
Individual should be a self-starter and be technically literate
Complete Teller School and pass the final exam to be assigned to the branch

Senior Teller Examples

1

Senior Teller Job Description

Job Description Example
Our growing company is looking for a senior teller. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior teller
  • Performs monthly certifications when necessary
  • Assists in processing ATM (including balancing) and night drop
  • Work with an amazing team of professionals dedicated to creating the best experience for our clients
  • Gain knowledge in all areas of government regulations
  • Collaborate with your manager to establish achievable referral and professional development goals
  • Daily balancing and reconcilement of Virtual Vaults and Safepoint safes nationwide
  • Researching outages and making correcting entries to resolve differences
  • Manage inventories within the Virtual Vaults ensuring sufficient cash levels are on hand
  • Order cash/coin from Fed and Deposit cash/coin when needed
  • Handles all customer inquiries for all Virtual Vaults and Safepoint
Qualifications for senior teller
  • Strong client servicing, problem solving, and organizational skills are required to identify, research and/or resolve requests, to manage conflicting priorities and workflow
  • 6 months prior Teller experience  
  • High school diploma/equivalent or equivalent combination of education and experience
  • Able to successfully complete Bank's product and sales training courses
  • Career growth opportunities in Retail, Business Banking or Wealth Management, including, but not limited to, Universal Banker, Small Business Relationship Banker, Licensed Relationship Banker and Branch Manager based on success in this front-line role
  • Minimum of 1 year cash handling experience in a retail or banking environment
2

Senior Teller Job Description

Job Description Example
Our company is looking to fill the role of senior teller. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior teller
  • Completes necessary documentation and data entry
  • Processes all deposit and loan transactions
  • Process transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank
  • Work within established policies, procedures and guidelines and embrace our
  • Provide prompt, efficient, and accurate service in the processing of all transactions
  • Maintain the proper level of currency in the vault by placing orders to meet required needs
  • Accurately prepare currency and coin orders daily as requested
  • Work directly with the Treasurer’s Office to accurately prepare and disperse HSIP funds
  • Process, monitor and balance currency in the vault while maintaining an accurate record of all cash exchanges daily per specified balancing standards
  • Accurately maintain daily and monthly vault reports
Qualifications for senior teller
  • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
  • Being highly proficient in processing customer transactions accurately and efficiently while balancing daily
  • Demonstrating you have an acumen for banking, transaction processing, cash handling, customer service, operations, systems technology and communication while maintaining up to date knowledge on all products, services, technology and policies
  • 1 year of bank teller experience
  • High school diploma/equivalent or equivalent banking experience required
  • Previous teller/cashier experience preferred
3

Senior Teller Job Description

Job Description Example
Our company is looking for a senior teller. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior teller
  • Processing customer transactions accurately and efficiently while balancing daily
  • Demonstrates high level of accuracy and efficiency when conducting customer transactions and maintains accurate records of all transactions
  • Perform daily transactions (deposits, withdrawals, transfers, travel checks, money orders, savings bonds, ) accurately and efficiently with a friendly and courteous demeanor
  • Works to build client relationships through quality, personalized client interactions based on 5-star customer service, according to company standards
  • Handles client transactional needs such as processing deposits, withdrawals, check cashing requests, credit card advances, money orders, and other forms of negotiable items
  • Educates clients on digital solutions such as mobile, online, and ATM offerings all centered around convenience
  • Refers clients to internal business partners when non-financial client needs are discovered
  • Assist with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, and balancing the Teller window/financial center
  • Performs research for clients as issues arise
  • Ethically represent First Horizon in all interactions
Qualifications for senior teller
  • Ability to stand for extended periods of time and lift up to 25 pounds in coin or currency
  • Ability to learn and follow financial center operation and security procedures
  • Ability to sell products and services to meet sales goals
  • Ability to promote the appropriate company image and maintain a professional image
  • High school diploma, G
  • A minimum of 12 months prior Teller experience
4

Senior Teller Job Description

Job Description Example
Our company is looking for a senior teller. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior teller
  • Assist in Branch Pep and Deployment meetings
  • Assist Teller Supervisor with Foreign Currency, Collections, and Coin & Currency/Teller Suspense Recon
  • May be responsible to balance ATM’s where appropriate
  • Demonstrate mastery of job skills relating to Teller operations and an excellent knowledge and understanding of Bank products, services, procedures, and policies
  • Must have required Teller skills to assist in training new Tellers
  • Must take on additional responsibilities as defined by Teller Supervisor from the list of Teller III career pathing opportunities
  • Perform back-room or operational duties of Teller line as requested by Teller Supervisor
  • Assist in end of day procedures as required
  • Maintain Branch supplies, and Teller forms
  • May be responsible to open and close facility under dual control
Qualifications for senior teller
  • 2-3 year’s teller experience preferred
  • Working knowledge of standard PC application software (Excel, Word, Outlook, Windows)
  • Must be available to work varying shifts throughout the week and Saturday mornings
  • Previous Teller experience
  • Complete Teller School hool
  • Double check daily transaction and support other staff to fulfil their duties
5

Senior Teller Job Description

Job Description Example
Our growing company is looking for a senior teller. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior teller
  • Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate
  • Assist with the operations of the branch along with the training, mentoring, and coaching of teller team
  • Maintain a high level of personal reliability and punctuality
  • Provide an excellent experience for clients acting as the face of the Bank
  • Successful completion of Teller Operations Coordinator
  • Meets promotional performance requirement of 2.0 rating
  • Ability to manage and motivate others to set and achieve goals
  • Ability to stand for extended periods and to lift up to 25 pounds in coin and currency
  • Assist the Teller Supervisor with daily banking functions
  • Perform Teller Supervisor duties in supervisors’ absence
Qualifications for senior teller
  • Previous cash handling experience would be preferred
  • Processes and approves transactions for clients within specified limits
  • Monitors, researches, and balances contra accounts
  • Prefer working experience in teller job, EXPERIENCE WITH VIP CUSTOMER
  • Excellent interpersonal and communication skills, good proficiency in English (Speaking & Writing), PREFER KOEAN SPEAKING
  • Extensive cash balancing and reconciliation skills

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