Teller (Full Time)
Popular Bank is a leading financial institution in Puerto Rico that has evolved into a large corporation offering a variety of financial services. The Teller position is primarily responsible for processing transactions accurately while providing excellent customer service and building relationships with clients to understand their financial needs.
Responsibilities
- Effectively execute teller banking transactions in accordance with Popular’s policies and procedures and in adherence to legal and regulatory requirements
- Process payment and receipt of transactions for all product types and services accurately, courteously, and in accordance with established policies and procedures
- Reference the client by name in all transactions to provide personalized service
- Maintain minimum amount of cash in teller’s area and ensure cash is secured according to policies, security/safety measures
- Re-stock and balance assigned cash drawer, ATM(s), cash recycler(s), vault(s) as required
- Assist in the processing of night depository bags and currency, and ATM settlements as required
- Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits
- Work with branch manager and supervisor to attain or exceed individual goals
- Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate for their situation
- Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results
- Educate clients on self-service capabilities and encourage use of digital service channels/banking options (e.g. smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc.)
- Interact and work closely with the management team to stay abreast of any new developments and initiatives in the bank
- Promote environment of ongoing customer feedback and continuous improvement
- Effectively respond to customers requesting to update or close their accounts, determining reason for dissatisfaction, and offer possible alternatives; process account maintenances in a compliant manner
- Attentively listen to the customer to address any questions or problems the client may have; proactively prevent and resolve any customer problems or issues
- Support the management of compliance functions including reconciliations, audits (internal/external), reporting, controls, records management, opening/closing procedures, ensuring all security procedures are strictly adhered
- Promote the branch's active involvement within the community and report all CRA related activities to supervisor
- Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors
- Maintain confidentiality of customer information and adhere to bank policies and procedures at all times
Skills
- High School Diploma or equivalent
- Anticipation of continuing education towards degree
- Six months cash handling and/or retail sales experience
Benefits
- Comprehensive health plan
- Flexible time off options
- Savings and investment plans
Company Overview