This position will support multiple retail branch offices. It is critical that the Float Teller maintains the ability to build relationships with customers and staff at multiple locations.
Due to the nature of this position, Float Tellers must maintain a tremendous amount of flexibility. For example, the ability to work in multiple branches in the same week may be required. Occasionally, Floating Tellers may be asked to work in multiple branches in one day requiring travel between the two.
Reporting to various Branch Officers, Float Tellers receive and pay out money, and keep records of money and negotiaable instruments involved in financial transactions by performing the duties outlined below.
Receives checks and cash for deposit, verifies amount, ensures customer has account and examines checks for endorsement. Makes the decision to pay the check within preset dollar limits and HarborOne policies and procedures.
Cashes checks and pays out money accurately after verification of signatures and customer balances.
Accepts customer loan, mortgage and safe deposit box payments. Posts appropriate payment type (principle vs interest payments).
Enters customer transactions into computer to record transactions, and issues computer generated receipts.
Places floats on checks cashed within preset guidelines and HarborOne policies and procedures.
Issues money orders, Treasurer's checks, handles coin machine slips and assesses appropriate fee.
Consistently adheres to service standards and deliver service excellence to customers at all times.
Orders daily supply of cash from the vault ensuring drawer is maintained within set cash limits. Counts incoming cash for accuracy.
Balances by counting currency, coin, and checks in cash drawer as well as verifying to computer totals.
Attend staff meetings regularly and work overtime as needed.
Refer products to existing and new members to assist with branch and individual goals.
Maintains a knowledge of HarborOne Bank products to identify customer needs.
Approaches customers with information regarding our products, tellers must meet standards for the referral program and develop referrals for CSR.
Maintain teller balancing record in compliance with HarborOne Bank standards.
Scans teller work and checks daily.
Perform all duties professionally and within the Bank's quality service standards, including maintaining customer confidentiality.
Consistently meet monthly performance goals.
COMPLIANCE: Maintain an excellent understanding of all applicable regulations and laws relating to day to day duties including but not limited to; Bank Secrecy Act; Privacy; Fair Lending and Regulation E.
Expected to be up to date on all requirements for annual compliance testing requirements. Must be knowledgeable and able to effectively apply this knowledge for day to day activities and responsibilities.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and at least 1 year recent related experience and/or training.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
OTHER SKILLS AND ABILITIES
Basic typing and keyboard skills. Maintain a good understanding of COCC & Insight system.
This position is frequently required to travel locally. Therefore, must maintain a valid driver’s license and have reliable transportation.
HarborOne Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.