Bank Teller Job Description

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Bank tellers handle one of the most important assets in our culture—money. Since they are the frontline staff of a bank, a bank teller should strive to deliver excellent service as they perform financial transactions for their customers. Their job description includes handling withdrawals, deposits, transfers, and other financial activities, as well as promoting new products that may benefit the customer. Because they’re responsible for the cash that flows in and out of their drawers, bank tellers must always be alert to security and signs of fraud, and are often tasked with verifying identities.

Bank teller jobs are often a popular position for students and people interested in finance. To create a good job description, use the template below and tailor it to fit your needs.

Sample bank teller job description

At [Company X], our bank tellers do more than handle money; they establish and nurture relationships with our valued customers. We’re industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we’re looking for a qualified bank teller to join our team. The ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, this person must be trustworthy and precise so that our reputation as a trusted bank is reinforced in the community.

Objectives of this role

Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manner
Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities
Meet and exceed bank service standards, greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols
Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt, and supporting management as needed

Responsibilities

Handle transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier’s checks, and opening and closing of accounts
Identify customer needs, provide information on new products and services, and direct customers to branch representatives as needed
Reconcile cash drawers at the end of your shift, count and package coins and currency, turn in any excess or damaged currency to head teller
Track, record, report, and store transactional information and special requests
Provide a high level of customer service, offering answers and assistance with a smile

Required skills and qualifications

High school diploma or equivalent
Basic math and computer skills
Cash-handling experience
Excellent communication, customer-service, and time-management skills
Ability to pass a background check
Strong dedication to accuracy and efficiency

Preferred skills and qualifications

Bachelor’s degree (or equivalent)
Skills for upselling and recommending products

What does a bank teller do?

How to write a bank teller job description