Company: BankFinancial Corporation
Posted on: May 3, 2021
Summary: Dual role position sharing time as both a personal
banker and a teller. Possesses exceptional customer service skills
and sales skills. Spends half of their time conducting various
customer and operational transactions and accurately balancing
daily cash drawer. Spends the other half transitioning clients into
sales opportunities and cross-selling. Actively promotes
Essential Duties and Responsibilities
Provides exceptional customer service. Meets and strives to
exceed the standards established and outlined by management.
Meets/exceeds all established sales goals assigned by
identifying the needs of potential and existing customers, offering
appropriate products and services, and referring qualified
Evaluates the needs of potential customers and offers
appropriate financial products and services.
Maintains working knowledge of Bank, Wealth Management and
Financial Assurance products and services in order to answer
routine customer inquiries and explain basic Bank regulatory
policies and procedures.
Answers customer inquiries related to account balances, bank
services and general information efficiently and
Participates in and is responsible for completing assigned
quality customer calls for all Branch Calling Campaigns. Completes
all calls by the established deadline.
May be required to open and close the branch and assist with the
opening and/or closing procedures of the branch while adhering to
all security policies.
Approves transactions within assigned authority level while
ensuring that Bank's policies/procedures and security procedures
are being followed.
Processes deposits and withdrawals and cashes checks. Verifies
cash and endorsements, receives proper identification, and verifies
authenticity of transaction.
Issues negotiable instruments, accepts loan payments, and
processes cash advances.
Accurately enters Customers' transactions into computer to
record transactions, and issues computer generated receipts.
Orders daily supply of currency/coin and verifies
incoming/outgoing currency/coin. Counts and packages currency,
sells excess currency and mutilated currency, and maintains proper
levels of currency/coin according to Bank policy and
Balances currency/coin, checks and other transactions to figures
displayed in teller platform system.
Adheres to the Cash Difference/Occurrence Policy and all
reporting requirements. This includes timely resolution of
Performs the opening, maintenance and closing of accounts.
Obtains and verifies new customer information to establish new
account relationships. Complies with USA PATRIOT Act.
Complies with bank operations and security procedures by
participating in all dual control functions and auditing
Participates in and attends branch sales/operational and team
building meetings as scheduled.
Complies with the Privacy and Customer Data Protection Policy by
maintaining customer confidence. Protects Bank operations by
keeping information confidential and secure at all times.
Adheres to all Bank policies and procedures and all local,
state, and federal statutory regulations.
Completes all required training.
- Assists in the training/mentoring of both new and existing
teller associates on all applicable policies and procedures,
including all compliance requirements.
BankFinancial is an Equal Opportunity Employer
(minorities/females/veterans/individuals with disabilities/sexual
Experience and Skills
Keywords: BankFinancial Corporation, Arlington Heights , Universal Teller, Other , Deerfield, Illinois
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