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Bank Teller

Santa Clara, CA 95054

Posted: 11/16/2023 Employment Type: Contract To Hire Job Category: Customer Service Job Number: 582459 Is job remote?: No Country: United States

Job Description

Bank Teller
6-month contract
Location: St. Helena, CA 


Must Haves:
  • Good customer/client service experience
  • Experience handling cash 
  • Banking or Financial Services industry experience
  • Teller or retail bank experience

Job Description:

Provides client support to inquiries that may be, but not limited to: general bank transactions; operational issues, and/or assistance with bank products. Requests are received from various channels, including face-to-face, email, phone, or from Relationship Advisors. Works under moderate supervision and has a general skill set that is applied to the essential functions. In-Branch Client Support may include, but not limited to the following:
  • Greeting all branch customers with exceptional customer service and handling reception duties for customers meeting with other internal partners
  • Processing of deposits/cashing checks
  • Placing holds
  • Generating Currency Transaction Reports (CTR's)
  • Processing payments
  • Fulfilling cashier check requests
  • Other common Bank Teller duties
  • Processing courier bags with client cash deposits Back Office Client Support may include, but not limited to the following:
  • Reviewing inquiry and formulating response or implementing action to resolve which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners.
  • Verifying signatures
  • Responding to NSF notices for wires, checks, Foreign Exchange purchases
  • Processing mail, payments, check orders
  • Process paperwork for new accounts, close accounts, account updates, online banking enrollment and maintenance, products and services setup and maintenance; product and services training
  • Fraud monitoring and escalation
  • Scanning deposits on branch deposit capture (commercial) and image center transactions (Miser)
  • Tracking, verifying and/or inputting information
  • Reviewing accuracy of information or documents
  • Preparing reports
Relationship Advisor requests may include, but are not limited to:
  • Requests for Cashier’s Check
  • Arranging appointments
  • Researching items including ensuring necessary funds are available for a withdrawal
  • Verifying signature
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