Teller

Provides quality, personalized customer service in person and by telephone using the customer's name, greetings, and closings to ensure customer satisfaction; follows our Legendary Service Standards and the teller sales and referral model.

Receives checks and cash for deposits to accounts and processes deposits accurately and in accordance with financial institution procedures.

Cashes checks and processes withdrawals accurately and in accordance with financial institution procedures.

Accepts and processes loan payments and generates customer receipts.

Processes currency and coin orders.

Places holds on accounts in accordance with financial institution's procedures.

Maintains cash drawer within prescribed limits.

Purchases from and sells money to vault as needed.

Verifies and balances assigned cash drawer daily.

Assists in identifying cash offages.

Maintains cash drawer variances within CBOK's guidelines.

Accurately completes Currency Transaction Reports, Monetary Sales Logs, and Suspicious Activity Reports as necessary to comply with the Bank Secrecy Act.

Obtains appropriate documentation from customers and non-customers.

Explains, promotes, and sells retail products and services.

Recognizes and identifies cross-selling opportunities and refers customers to the appropriate area of the Bank for additional products and services.

Actively participates in iStep program; attends appropriate sales and iStep meetings and training; utilizes iStep program initiatives; works with manager to set iStep goals and takes responsibility for reaching targeted goals.

Attends all required training.

Acquires and maintains knowledge of relevant products, services, policies, and procedures.

Acquires and maintains thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

Acquires and maintains thorough understanding of security procedures; practices established procedures.

Assists others in the department/facility as needed and/or directed.

May be assigned vault balancing responsibilities.