Teller

Position Summary

Synergy Bank is seeking a customer-focused, detail-oriented Teller to join our retail banking team. This position is ideal for candidates with prior customer service experience, experience in a leadership or supervisory role, and/or an Associate Degree in Business, Finance, Accounting, or a related field. The Teller I serves as a primary point of contact for customers, accurately processing financial transactions while delivering exceptional service and identifying opportunities to recommend banking products and services that meet customer needs.

Successful candidates will demonstrate strong communication skills, professionalism, cash-handling accuracy, problem-solving abilities, and a commitment to building positive customer relationships. Previous experience in banking, retail, hospitality, sales, customer support, or supervisory positions is highly valued.

Key Responsibilities

Customer Service & Relationship Building

• Deliver Synergy Bank's standard of excellence in customer service during every customer interaction.
• Build and maintain positive customer relationships through courteous, professional, and efficient service.
• Identify customer needs and promote applicable bank products and services that enhance the customer's banking experience.
• Answer customer inquiries in person and by telephone in accordance with Synergy Bank's service standards.
• Resolve routine customer concerns while maintaining a positive and welcoming banking environment.

Transaction Processing & Account Services

• Accurately process deposits, withdrawals, transfers, payments, and other financial transactions.
• Receive cash and checks for deposit, verify amounts, examine endorsements, and enter transactions into applicable systems.
• Cash checks and process withdrawals after verifying customer identity, signatures, and account balances.
• Process ATM and night deposit transactions, loan payments, utility payments, IRA and HSA contributions, mail deposits, and other teller transactions.
• Prepare and verify official checks and other negotiable instruments.
• Place account holds in accordance with Regulation CC and bank procedures.
• Complete Currency Transaction Reports (CTRs) accurately and within required timeframes.

Compliance, Risk Management & Security

• Maintain the highest standards of honesty, integrity, confidentiality, and ethical conduct.
• Assist in protecting customers and the bank from fraud, counterfeit activity, elder financial exploitation, unfair, deceptive, or abusive practices, and other suspicious activities.
• Follow all bank policies, procedures, regulatory requirements, and internal controls.
• Report suspicious activity, operational concerns, and equipment malfunctions promptly.

Cash Handling & Operational Excellence

• Maintain an accurate cash drawer and balance throughout the day and at the end of each shift.
• Verify cash totals against system-generated proof sheets and report discrepancies immediately.
• Count currency and coin accurately while maintaining established balancing standards.
• Ensure teller stations remain organized, secure, and properly stocked with required forms and supplies.
• Assist other departments and team members as requested by management.

Required Qualifications

• Minimum 6 months in customer service.
• Previous cash handling experience.
• High School Diploma or GED equivalent.

Preferred Qualifications

Candidates possessing one or more of the following qualifications are encouraged to apply:

• Associate Degree in Business, Finance, Accounting, Management, or a related field.
• Previous customer service experience in banking, retail, hospitality, financial services, sales, or a service-oriented environment.
• Prior leadership, team lead, supervisory, or management experience.
• Experience handling cash and balancing transactions.
• Strong interpersonal, communication, and relationship-building skills.
• Ability to work accurately in a fast-paced environment while maintaining attention to detail.
• Proficiency with computers, financial systems, and basic business software applications.