Job Description

Job Title: Better Banking Specialist/Senior Teller II

Department: Feeding Hills

Job Status: Full Time

FLSA Status: Non-Exempt

Grade: 7

Amount of Travel: Some Travel

Reports To: Branch Manager

Positions Supervised: Tellers (in Head Tellers absence)

POSITION SUMMARY Assists the Head Teller in supervising the Teller line. A level 2 branch is based on Teller staff FTE, Deposits, Teller Transaction Volumes, Teller Referral Goals, Cash Limits and Business Deposit Volumes. Processes various transactions to provide prompt and quality service to present and potential customers.

ESSENTIAL FUNCTIONS

• Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships if applicable.
• Adheres to established Westfield Bank customer service standards.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested.

Better Banking Specialist - ESSENTIAL FUNCTIONS

• Provides information regarding bank products to all potential customers both retail and commercial.
• Resolves customer problems as they arise.
• Answers inquiries, accept applications and closes consumer loans.
• Assists customers with their Safe Deposit.
• Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and
• Loan Operations until loan close.
• Meets assigned sales goals through the sale of bank products and services to meet customers banking needs.
• Opens new accounts and performs account and person maintenance as needed.

  Senior Teller - ESSENTIAL FUNCTIONS

• Assists in supervising the teller line by:
  • Allocating and coordinating the work flow in the absence of the Head Teller.
  • Guiding and advising subordinates in the more complex phases of their work.
  • Training new employees.
• Proves cash drawer at end of day.
• Meets assigned referral goals through referral of bank products and services to meet customers banking needs.
• Balances ATM.
• Maintains security of cash vault.
• Performs quarterly cash audits in the absence of the Head Teller.
• Independent performance of all teller transactions and night deposit bags.

POSITION QUALIFICATIONS

Competencies

• Adaptability/Flexibility
• Customer Relations
• Decision-Making/Judgment
• Job Knowledge
• Quality

Education/Experience/Skills & Abilities

• High School Diploma or GED required.
• At least 6 months of cash handling experience preferred.
• Prior sales and customer service experience preferred.
• Must meet balancing requirements.
• Become Notary Public if required

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Frequently

10 lbs or less Frequently

Walk Frequently

11 – 20 lbs Frequently

Sit Occasionally

21 – 50 lbs Occasionally

Handling/Fingering Constantly

51 – 100 lbs Not Applicable

Reach Outward Frequently

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Not Applicable

13 – 25 lbs Occasionally

Squat or Kneel Frequently

26 – 40lbs Occasionally

Bend Frequently

41 – 100 lbs Occasionally

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

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