Teller I

Position Title: Teller I
Reports to: Head Teller
Direct Reports: N/A
Salary Grade: 4
Provides a variety of financial transactions and services to customers, helps with questions
And banking needs, and identifies opportunities to offer customers new or improved UCB products and
services. Essential elements of the Teller I position is to ensure transactions are handled accurately
and timely, to safeguard bank and customer assets by following procedures, and to build customer
relations through excellent service.
High School Diploma or equivalent
Above average verbal and communication skills
Basic math and reasoning skills
Attention to detail
Excellent work ethic and time management skills
Ability to exercise good judgment and learn detailed procedures
Good computer skills and ability to operate standard office equipment
Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Successful completion of the new hire teller curriculum and UCB Mentor Program
Successful completion of annual BVS training
Participation in Application System Support training for Navigator and Director, and any other necessary training as assigned
Participation in monthly teller conference calls
Optional completion of the UCB Certified Teller Program
Understand and successfully perform paying and receiving responsibilities
Maintain accuracy in the processing and handling of transactions
Verify amounts of transactions to ensure accuracy and place holds if necessary
Follow check cashing guidelines and examine checks for proper endorsement
Adhere to operator limits and request Supervisor's approval when necessary
Successfully perform split deposits and other teller transactions
Issue official checks
Redeem Savings Bonds
Process cash advances
Process night deposits
Accept loan payments and skip payments
Verify and package coin and currency
Balance cash drawer on a daily basis and report any discrepancies to the supervisor
Stock the teller station with counter tickets, supplies, etc.
Assist with branch capture responsibilities
Adhere to all security procedures and follow operational bulletins
Properly document in the monetary instrument log
Complete CTR Referral forms
Process payments such as safe deposit box rentals and utility payments if applicable
Prepare courier bags/Fed Ex courier packages
Work drive-in when necessary
Assist in ATM responsibilities
Participate in United's core deposit initiative; make referrals when appropriate
General working knowledge of 360 View
Good understanding of "Voice of the Customer" program via CSP site on Uconnect
Handle each transaction with care, sensitivity, and confidentiality
Present oneself as a shining example of extraordinary service
Other duties as assigned

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