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TELLER II
TELLER II-March 2024
Valencia
Mar 28, 2026
About TELLER II

  Reference #: a5e01bd8-4092-42b1-8b04-64e494400a24Description

  Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for referral to the appropriate line of business.As their knowledge and expertise grow in the position, tellers serve as a role model and coach to other tellers to ensure that effective service, operations, and support of office sales initiatives exist within the office. This ensures that tellers are providing an excellent front-line customer experience by welcoming customers and providing efficient and educational service.

  Essential Functions* Master all Essential Functions - Teller* Successful completion of Teller assessment required with management recommendation and approval and a working knowledge of Teller II duties* Achieve financial wellness activity goals, such as identifying referral opportunities* Actively engage in lobby leadership by greeting customers and taking ownership to resolve any customer/client issues and concerns* Assist customers and visitors with questions, problem resolution, and other needs* Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services* Protect the bank from unnecessary risk by following compliance, risk, and operational procedures* Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed* Serve as a role model in all areas of operations, for all teller teammates* Lead by example of promoting a sales and service culture within the branch and assist management with identifying referral opportunities from the teller line* Assist management when needed to ensure that teller line is running efficiently and that all tellers are adhering to bank policies and procedures with respect to money handling, cash levels, transaction processing and controls* Balance teller drawer daily and participate in dual control balancing of vault, ATM, and any other device, as needed* Responsible for weekly ATM balancing/maintenance functions, daily vault balancing, daily branch balancing procedures, weekly cash ordering and shipments, completion of the audit certification, participation in office meetings/huddles and operations meetings as needed* Assigned an elevated drawer limit, check signing authority, supervisor authority in teller system and supervise vault operations and procedures* Have good working knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings* Assist management with completion of the Audit Certification requirements and teller staff scheduling as needed and contribute to overall score card performance expectations* Complete educational training as assigned and self-educate using bank designed programs and applications* Work evening hours and weekends as scheduled, assigned, or necessary* Responsible for adherence to all security and dual control processes, daily branch tasks such as report review, scanning, follow up, etc., and branch opening and closing tasks as needed* Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications* Exceptional delivery of our 5 Culture Promises

  Additional Essential Functions* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency* Work as part of a team* Work with on-site equipment

  Additional Responsibilities* Complete other duties and special projects as requested by management

  Safety and Health for those without supervisory duties* Abide by the rules of the safety and loss prevention program* Perform work tasks in a safe manner* Report any and all injuries to supervisor* Know what to do in case of an emergency

  QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  EducationHigh School Diploma or equivalent

  Work ExperienceLess than 2 years Customer service experience OrLess than 2 years Cash handling experience OrLess than 2 years Banking and / or retail experience

  General Employee Knowledge, Skills, and Abilities* Ability to establish effective working relationships among team members and participate in solving problems and making decisions* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

  Additional Knowledge, Skills and AbilitiesKnowledge of computers and the Teller System Basic

  Licenses and CertificationsNorthwest Bank Teller Assessment Upon Hire

  The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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