Teller Service Representative

Location: Boerne
Reports to: Regional Asset Manager

Summary
Carry out the duties and responsibilities of a paying and receiving teller, performing each transaction or service in an efficient manner while maintaining a pleasant and courteous demeanor to promote quality relationships and customer satisfaction.

Essential Duties and Responsibilities

• Greet customers promptly upon their arrival in the bank lobby.  Conduct congenial professional interpersonal interactions with the customers throughout all transaction processes.
• Take deposits, cash checks, and do change orders for customers.
• Work night drop deposits and mail deposits and send receipt to customer.          
• Sell Cashier’s Checks, Money Orders, and Travelers checks. Balance bank checks weekly.
• Balance Cash Vault and ATM on a daily basis.
• Order savings bonds for customers and also cash them in.
• Remit customer’s Tax Deposits on a daily basis.
• New accounts input, (Loans, DDA, and Savings).
• Take stop payment information and input on system.
• Take wire transfer information and prepare Wire Transfer form for Wire Department.
• Customer service-answer phones, research and balancing customer accounts.
• Prepare CTR’s as needed for deposits and withdrawals of currency over $10,000.00.
• Prepare Compliance Audits as required by Internal Auditor.
• Attend Bank training and Seminars as required.
• Other duties as assigned by Supervisor.

Education and Experience

• A High School diploma or equivalent.
• Teller experience and cash handling preferred but not required.

Skills

• Proficiency in Excel and Word
• Working Knowledge of financial statement requirements
• Working knowledge of general loan documentation requirements for all loan types
• Ability to communicate clearly in both written and oral forms
• Must be highly motivated, responsible and able to work under pressure
• Must be able to meet deadlines for time sensitive documents and work with a sense of urgency
• Regular and punctual attendance is required
• Individual should possess good interpersonal skills
• Individual should be able to work within a team environment
• Ability to communicate effectively
• Ability to handle confidential information in a professional manner
• Ability to respond in a courteous and helpful manner to customers who are angry or upset

Work Environment
Must be able to work under pressure and exhibit good judgment in making decisions pertaining to the overall health of the bank and its employees.  Position requires extended periods of standing, some light lifting and computer use. In addition, travel between bank branches and to customers and events is required.

Physical Demands.  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to stand. The employee is occasionally required to walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. An employee will also perform other reasonably-related job responsibilities as assigned by management as required. Sonora Bank reserves the right to revise or change job duties as the need arises. This job description does not constitute a written or implied contract of employment.