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The key responsibilities of the role include:
Processes and approves transactions for clients within specified limits. Approves other teller transactions within specified limits and provides assistance in processing complex or problem transactions.
Handles requests for wire transfers, debit cards, address changes and check orders.
Accepts, approves, and processes transactions for clients within specified limits.
Assists other tellers with the processing of complex transactions and resolving out-of-balance or problem transactions.
Approves transactions referred by the tellers within specified limits.
Receives deposits for credit to client accounts, cashes checks, processes savings deposits or withdrawals, receives loan or tax payments, and issues cashier checks.
Prepares large currency transaction reports.
Balances the cash transactions for the unit including the cash drawer.
Conducts teller audits and performs research to resolve problem situations.
Identifies fraudulent transactions, forgeries, and counterfeit bills according to established procedures.
Assists clients with non-standard inquiries regarding the status of their accounts.
Communicates regularly with personal bankers, personal banking investigators, and partners in various areas of the bank to process transactions, refer new business, request account or product information, and to investigate fraudulent transactions.
Monitors, researches, and balances contra accounts. Investigates and collects charge backs on accounts.
Responds to client needs and cross sells the bank's products and services.
Willingness to take on projects as needed.
Scanning documents for retention purposes.
The successful candidate will benefit from having:
2-3 years of teller experience.
Strong knowledge of teller operations usually acquired through high school level business courses and prior teller experience is required to process complex transactions.
Math skills are needed to balance the cash drawer.
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Company partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
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