Teller Ii/Ct

Charter Financial Corp. Okeechobee , FL 34972

Posted 2 weeks ago

Revised 08/2018

Job Description

Position Title: Teller (Classification I, II, III)

Division: Retail/Operations

Reports Directly To: Head Teller


This position is responsible for, but not limited to, being the all-important front line ambassador of CenterState Bank. Has powerful influence on the perception of the Branch to new and existing customers. Performs all paying and receiving cash functions of the Branch. Must possess excellent verbal and communication skills and work well with deadlines. Must adhere to all of the Bank's policy and procedures while maintaining accuracy, consistency, and security.


This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

  • Perform Paying and receiving cash functions of the Branch

  • Cash checks and process withdrawals

  • Receive deposits into accounts

  • Verifies customer's account balances

  • Examines checks for proper endorsements

  • Protects Bank by being alert to signs of fraud

  • Processes Loan payments

  • Scans items for Branch capture

  • Processes work from night depository bags

  • Maintains proper dual control

  • Place holds on accounts for uncollected funds

  • Balances cash drawer

  • Delivers Quality Customer Service

  • Answer phone calls within three rings

  • Assist customers by guiding them to proper personnel to address concerns

  • Attend all Training as defined by Management

  • Will assist Branch Team in achieving deposit, loan and investment goals

  • Cross sells banking Products and services

  • Participates in campaigns and sales cycle

  • Actively seeks opportunities for new deposit growth

  • Refers business to CenterState Bank subsidiaries

  • Able to lift heavy coin

  • Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with

  • Provide assistance to other employees by liaising with them through healthy and positive interactions

  • Be involved in performing marketing endeavors/efforts

  • Continuously update skills by participating in professional training

  • Seek opportunities to improve skills through cross-training offered by the Bank

  • All other tasks, responsibilities or duties, as directed by management


  • Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department

  • Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank

  • Must have good knowledge of business English, including spelling and punctuation

  • Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers

  • Must be well-organized, accurate, and attentive to detail

  • Must be cooperative and willing to assist coworkers and customers on a regular basis

  • Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others

  • Must possess excellent multi-tasking skills and be able to function well under pressure

  • Must be able to remain composed under pressure and respond to customer and coworker concerns regularly

  • Must have a keen eye for detail and follow instructions to the letter

  • Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times


  • Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day

  • Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift

  • Must be able to walk frequently throughout the day to obtain supplies from other areas in the Bank and to cover for other employees, on break or on lunch

  • Must be able to use hands and fingers to count money throughout each workday

  • Must be able to hear and communicate with coworkers and customers throughout the day

  • May need to lift up to 25 pounds one to two times a day to perform job

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. Position may require regular before/after normal business hours, or regular out-of-town travel.


  • Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes

  • Must demonstrate excellent interpersonal skills with customers and coworkers

  • Must be willing to function as a team member

  • Must be willing to demonstrate commitment to CenterState Bank's mission and goals


  • High School diploma or equivalent

  • Successful completion of in-house training program or other approved program

  • Excellent verbal and written communication skills

  • Computer Literate

  • Sales Experience desired

  • Problem solver, resourceful, independent

  • Optimistic, enthusiastic

  • Must be a self-starter and able to work independently.

  • Must be able to work at a faster than average pace and able to multi-task

  • Must possess basic language skills to write and speak clearly, effectively, and appropriate to business standards

  • Must have the ability to perform mathematical calculations necessary to execute the duties of the job

  • Must be able to make sound decisions, have the ability to recognize potential problems, and take corrective action

  • Must be well-organized, accurate, and attentive to detail

  • Must stay abreast of department and company policies/changes and be adaptable to those changes

  • Must be cooperative and willing to assist others

  • Must be professional in appearance

  • Regular attendance is necessary

  • Attentive to details

  • Organized, careful. Multi-tasked

  • Confident, competitive, communicative

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed above are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

CenterState complies with federal and state banking laws, such as the Bank Secrecy Act (BSA), USA PATRIOT Act, and other related anti-money laundering/anti-terrorist financing initiatives. The Bank has established a Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control (BSA/AML/OFAC) Compliance Program and employees are expected to adhere to federal and state banking laws, as well as the Bank's procedures and/or internal controls. The Bank will terminate the employment of employees who fail to comply with banking laws and/or the Bank's procedures/controls.

CenterState Bank is an equal opportunity employer and does not discriminate against applicants or employees on any unlawful basis, including race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits unlawful harassment of applicants/employees based on these protected categories.

CenterState complies with The Americans with Disabilities Act ("ADA") and state and local disability laws and will provide reasonable accommodations to qualified individuals with disabilities, unless doing so will cause an undue hardship. The Bank encourages employees/applicants who believe they need reasonable accommodations to contact the Human Resources Department at 863-595-1300.


I have received and reviewed a copy of the attached Job Description. I understand that I am expected to perform the duties of this position, and, in the event that I am unclear about the position's requirements, I will contact my supervisor or Human Resources as soon as possible for clarification.

Printed Name Date


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Teller Ii/Ct

Charter Financial Corp.