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Teller

Spectraforce Technologies
United States, Arizona, Tucson
Nov 06, 2024
Job Title: Teller

Location: Tucson, AZ 85718 (Fully Onsite)

Duration: 4month Assignment

Shift/Hours: 40hours/week, 7:45am - 4:45pm (M to F)

Contractor's Role Client Servicing:

  • Provide exceptional service to clients, COIs, vendors, partners and prospects in a professional and respectful manner with every interaction.
  • Greet clients and visitors by making eye contact and using their name, when known.
  • Phones are answered promptly using a professional tone.
  • Ensure the execution and/or submission of daily client account servicing activities is completed in a professional, timely and accurate manner while adhering to all banking policies and procedures.
  • Initiate Service Request or process all money movement transactions accurately and timely in accordance with the WM Asset Transfer Standards.
  • Client issues are handled with sensitivity and a sense of urgency.
  • Strong knowledge of Private Passport providing clients with available services and / or referring to a Banker for additional support.
  • Seek advice and guidance from your manager, Partner Support Services or Regional Banking Administration, following the chain of command, when issues arise and it is uncertain whether a proposed course of action will adhere to the bank's procedures, and protocols as well as regulatory and compliance standards.


Office Operations and Administration:

  • Carry out all directed administrative duties required to deliver exceptional service to clients and partners, which may include but not limited to providing telephone/reception coverage, photocopying, scanning and mailing.
  • Demonstrate a proficient use of all systems and applications required to efficiently and flawlessly execute teller activities.
  • Accurately complete CTR's and MIEL's and submit within required timeframe.
  • When assigned, assist clients with access to Safe Deposit Boxes ensuring proper procedures are followed.
  • Perform opening / closing functions through the teller system as required.
  • Balance Cash Drawer daily maintaining satisfactory balancing record as documented within the Teller Difference guidelines.
  • All cash transactions are processed utilizing the cash count tool, within the teller system, as outlined in policies and procedures.
  • Balance dual cash drawers, (i.e. Cash Vault, ECD, Coin Vault) according to procedures.
  • Teller work is properly secured at the end of the day and placed under dual control.
  • Work is prepared and sent to Iron Mountain monthly.
  • Ensure proper procedures are adhered to when handling Temporary Safekeeping items, including proper completion of Client Release Receipts and Safekeeping logs.
  • When assigned, audit certifications are completed timely to ensure compliance with the bank policy and procedures as required under the Branch Audit Certification program.
  • Participate in administrative assignments and special projects, as directed by your manager
  • Stay abreast of the latest enhancements to Client Trust Partner and Client technology and/or systems in order to maintain highest standards of administrative and operational efficiencies


Daily Tasks & Responsibilities:

  • Accepts, approves, and processes transactions for clients within specified limits.
  • Receives deposits for credit to client accounts, cashes checks, processes savings deposits or withdrawals, receives loan payments, and issues cashier checks.
  • Balances the cash transactions for the unit, including the cash drawer.
  • Identifies fraudulent transactions, forgeries, and counterfeit bills according to established procedures.
  • Communicates regularly with personal bankers, and partners in various areas of the bank - to process transactions, refer new business, request account or product information, and to investigate fraudulent transactions


Qualifications:

  • Previous banking or cash handling experience: 1-2 years

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