Secondary Market Specialist

Position: Senior Teller I

Department: Tower Square Branch

Job Status: Full-Time

FLSA Status: Non-Exempt

Grade: 6

Reports to: Branch Manager

Amount of Travel Required: Local Travel as Needed

Positions Supervised: Tellers (in Head Tellers absence)

POSITION SUMMARY

Assists the Head Teller in supervising the teller line. A level 1 branch is based on teller staff FTE, Deposits, Teller Transaction Volumes, Teller Referral Goals, Cash Limits and Business Deposit Volumes. Processes various transactions to provide prompt and quality service to present and potential customers.

ESSENTIAL FUNCTIONS

• Adheres to established Westfield Bank customer service standards.

• Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships if applicable.

• Provides information regarding bank products to all potential customers both retail and commercial.

• Assists in supervising the teller line by:

• Allocating and coordinating the work flow in the absence of the Head Teller.

• Guiding and advising subordinates in the more complex phases of their work.

• Training new employees.

• Proves cash drawer at end of day.

• Meets assigned referral goals through referral of bank products and services to meet customers banking needs

• May open new accounts as needed.

• Balances ATM.

• Maintains security of cash vault.

• Performs quarterly cash audits in the absence of the Head Teller.

• Independent performance of all teller transactions and night deposit bags.

• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.

• Must adhere to all bank and regulatory policies and procedures specific to position.

• Performs additional duties as requested.

POSITION QUALIFICATIONS

Competencies

• Adaptability/Flexibility

• Customer Relations

• Decision Making /Judgment

• Job Knowledge

• Quality

Education/Experience/Skills

• High School Diploma or GED required.

• Minimum of 6 months of previous cash handling and customer service experience preferred.

PHYSICAL DEMANDS

Physical Demands

Stand: F (Frequently)

Walk: F (Frequently)

Sit: O (Occasionally)

Handling / Fingering: C (Constantly)

Reach Outward: F (Frequently)

Reach Above Shoulder: O (Occasionally)

Climb: O (Occasionally)

Crawl: N (Not Applicable)

Squat or Kneel: F (Frequently)

Bend: F (Frequently)

Lift/Carry

10 lbs or less: F (Frequently)

11-20 lbs: F (Frequently)

21-50 lbs: O (Occasionally)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: O (Occasionally)

13-25 lbs: O (Occasionally)

26-40 lbs: O (Occasionally)

41-100 lbs: O (Occasionally)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.