Teller/New Accounts Representative

About the Role

Join one of the best banks in Arizona. Thanks to our amazing team, Foothills Bank has been named a Top Company to work for in Arizona for six consecutive years! Learn More About Our Recognitions!

SUMMARY:

As a primary contact for bank customers, Tellers/New Accounts Reps are responsible for developing and retaining customer relationships through providing a consistent level of exceptional service. Proactively work to develop and maintain long-standing customer relationships. Greet, listen, engage, and actively profile to ascertain your customer’s needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and professional standards and actively request support and training as needed.

DUTIES AND RESPONSIBILITIES:

• Assist with wide variety of customer services including opening and maintaining consumer and business deposit and savings accounts, safe deposit boxes, and e-banking products in an efficient manner. Prepare associated documentation and scan for record retention purposes. • Assist customers with opening CDs/IRAs and educate customers as to penalties, earnings, etc. • Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them. • Perform Teller transactions, including but not limited to: receive deposits, accept checks for cashing, accept loan payments, accept wire transfer requests, fill business change orders, issue cashier’s checks, cash Series EE Bonds, sell travel cards, process credit card advance requests, process telephone transfers, process and record night deposit transactions, process check orders, issue debit cards. • Possess a basic knowledge of bank products to include deposit products such as checking, savings, money market, CDs, and e-banking. • Promote High Performance Checking Tell-A-Friend Program. Maintain balancing record by correctly balancing cash daily, locates overages or shortages, sells excess cash to vault and maintains established cash levels in drawer. Sorts, counts, and wraps money to be transferred to the vault. Assist customers with safe deposit entries. • Primarily responsible for developing and retaining customer relationships. • Play an integral role in bank growth by meeting customer’s needs while maintaining profitability and proactively finding opportunities to enhance customer relationships. • Responsible for identifying customer needs through active listening and profiling and fulfilling their needs with appropriate products and services. • Act promptly on customer requests, following through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed. Process ATM and debit card disputes, escalate as necessary. • Maintain proficient knowledge of bank and loan products and services to effectively present the appropriate solutions to the customer. • As a representative of the bank, responsible for conducting yourself at all times in a positive and professional manner while maintaining a professional appearance and treating everyone with dignity and respect. • Answer incoming calls, answer inquiries, direct calls, takes messages and returns call. • Take responsibility for remaining compliant with all applicable banking laws and regulations as well as following company policies and procedures, management directives, security and operational procedures. • Accountable for maintaining accuracy and attention to detail in all aspects of the job. • Responsible for keeping all information related to customers, co-workers and the bank private and confidential. Assure that any private information is accessed only as it pertains to the performance of your position, being aware of others who can hear your conversations or view private information. • Proactively protect the bank and its customers from counterfeit and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transactions to prevent potential loss to customers and the bank. • Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements. • Responsible to stay aware of and adhere to the banks security policy. Notify management of any situation that may cause a security risk. • Regular and predictable attendance is an essential function of this job to accomplish, among other things, in-person contact with customers. • Additional duties as requested or assigned. • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.