Teller/New Accounts Representative
Foothills Bank, Pueblo, CO, United States
About the Role
Are you a customer service and sales extraordinaire?
Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience. The primary responsibilities of a Teller/New Account Representative are to process customer transactions accurately and effectively, open various types of accounts including personal and business accounts, maintain existing accounts, and deliver exceptional customer service. A New Account Representative must be an expert in the products and services offered by Bank of the San Juans. This role plays a key part in promoting Bank of the San Juans’ Core Values and building lasting, reliable customer relationships. In addition to ensuring compliance with all banking regulations, policies, and procedures.
Our Customer Service Team is the face of our company, and our strongest champions of our Core Values:
Honesty and Integrity, Service to the Customer, Teamwork, Respect for the Individual, and Giving to the Communities We Serve.
The salary range for this position is $17.50–$19.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.
Duties and Responsibilities
Essential Functions:
Teller Functions:
Accurately perform a variety of teller transactions; including but not limited to cashing checks, processing withdrawals and deposits, issuing cashier checks, and change orders.
Knows and maintains cash drawer limit.
Knows how to properly ID/Verify customers.
Has a strong understanding of bank products and services and be able to accurately present bank products and services to customers.
Promotes High Performance Growth and all that it entails.
Assists customers with non-transactional needs/requests and answers incoming calls.
Ability to balance teller drawer, cash vault, coin machine and Teller Cash Recycler (TCR).
Opens and/or closes the branch daily as scheduled.
New Account Functions:
Provides a wide range of customer services related to account management, including opening, closing, and maintaining various business and personal account types such as: Checking, Savings, Money Market, Individual Retirement Accounts, Health Savings Accounts, Certificates of Deposit, and Safe Deposit Boxes.
Clearly and thoroughly reviews all New Account Disclosures with customers to ensure understanding.
Prepares new or updated account documents, obtains authorizing signatures, and scans completed documents in allotted timeframe.
Performs Customer Information File (CIF) and Account Maintenance.
Responds confidently to inquiries about FDIC insurance coverage and advises customers on ways to maximize their insured limits.
Maintains a strong understanding of the bank’s products and services and confidently presents them to customers. Leverages every customer interaction as an opportunity to recommend additional products or services that align with their needs and provide added value.
Has a basic understanding of E‑banking, Cash Management, and Merchant Services.
Has a basic understanding of loan products offered and who services those loan products.
Completes Position Development Plans (PDP) milestones as required for advancement.
Compliance and Risk Management:
Demonstrates and understands importance of clean desk policy, customer confidentiality, and locking workstation.
Knows when dual control is necessary and demonstrates dual control appropriately from start to finish.
Reads Account and customer alert messages every time and understands the importance of doing so.
Is vigilant and watches for fraud that could adversely affect the bank and bank customers.
Ongoing Responsibilities and Adherence to Compliance:
Adheres to Bank of the San Juans Company Core Values.
Adheres to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.
Completes all required Compliance and Security training assigned by GBCI and BSJ within the designated timeframes. It is the individual’s responsibility to fully understand the content presented in each training module.
Reports security risks to management per Bank Security Policy.
Keeps management appropriately informed of area activities and of any significant problems.
Supports the bank’s mission by participating in Community Service and Bank sponsored activities, while consistently representing the bank in a professional manner.
Is capable of regular, reliable, and timely attendance.
Attends and actively participates in required meetings.
Provides exceptional internal and external customer service by interacting calmly and professionally with individuals from diverse backgrounds at various levels within and outside the organization.
Performs additional duties as requested or assigned.
About You
Qualifications:
A High School Education or GED.
Up to six months of similar or related experience in cash handling and Customer Service.
Knowledge, Skills and Abilities:
Ability to understand and follow written and oral instructions.
Strong customer service skills.
Detail oriented.
Works well in a team environment.
Verbal and written communication skills.
Cash handling skills.
Work Environment:
Must be able to routinely perform work indoors in climate‑controlled shared work area with moderate noise; not extreme or excessive; within reasonable limits.
Physical Demands:
Light work. The employee is constantly required to stand and walk, exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly. The employee may also be required to lift or reach with hands and arms, travel occasionally by automobile, commercial airlines, rental vehicles and public transportation, and operate routine office equipment.
What We Offer
Compensation & Benefits:
Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. Extensive benefits package includes medical, dental, vision, and life insurance; health savings account option; Employee Assistance Program (EAP); health rewards program; retirement savings plan, including 401(k) and Profit‑Sharing plans; short and long‑term disability benefits; education and training benefits; and discounts on banking products and services. Generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full‑Time employees.
Equal Opportunity Employer . Qualified applicants, or employees, will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the U.S.
No Recruiters or unsolicited agency referrals please.
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Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience. The primary responsibilities of a Teller/New Account Representative are to process customer transactions accurately and effectively, open various types of accounts including personal and business accounts, maintain existing accounts, and deliver exceptional customer service. A New Account Representative must be an expert in the products and services offered by Bank of the San Juans. This role plays a key part in promoting Bank of the San Juans’ Core Values and building lasting, reliable customer relationships. In addition to ensuring compliance with all banking regulations, policies, and procedures.
Our Customer Service Team is the face of our company, and our strongest champions of our Core Values:
Honesty and Integrity, Service to the Customer, Teamwork, Respect for the Individual, and Giving to the Communities We Serve.
The salary range for this position is $17.50–$19.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.
Duties and Responsibilities
Essential Functions:
Teller Functions:
Accurately perform a variety of teller transactions; including but not limited to cashing checks, processing withdrawals and deposits, issuing cashier checks, and change orders.
Knows and maintains cash drawer limit.
Knows how to properly ID/Verify customers.
Has a strong understanding of bank products and services and be able to accurately present bank products and services to customers.
Promotes High Performance Growth and all that it entails.
Assists customers with non-transactional needs/requests and answers incoming calls.
Ability to balance teller drawer, cash vault, coin machine and Teller Cash Recycler (TCR).
Opens and/or closes the branch daily as scheduled.
New Account Functions:
Provides a wide range of customer services related to account management, including opening, closing, and maintaining various business and personal account types such as: Checking, Savings, Money Market, Individual Retirement Accounts, Health Savings Accounts, Certificates of Deposit, and Safe Deposit Boxes.
Clearly and thoroughly reviews all New Account Disclosures with customers to ensure understanding.
Prepares new or updated account documents, obtains authorizing signatures, and scans completed documents in allotted timeframe.
Performs Customer Information File (CIF) and Account Maintenance.
Responds confidently to inquiries about FDIC insurance coverage and advises customers on ways to maximize their insured limits.
Maintains a strong understanding of the bank’s products and services and confidently presents them to customers. Leverages every customer interaction as an opportunity to recommend additional products or services that align with their needs and provide added value.
Has a basic understanding of E‑banking, Cash Management, and Merchant Services.
Has a basic understanding of loan products offered and who services those loan products.
Completes Position Development Plans (PDP) milestones as required for advancement.
Compliance and Risk Management:
Demonstrates and understands importance of clean desk policy, customer confidentiality, and locking workstation.
Knows when dual control is necessary and demonstrates dual control appropriately from start to finish.
Reads Account and customer alert messages every time and understands the importance of doing so.
Is vigilant and watches for fraud that could adversely affect the bank and bank customers.
Ongoing Responsibilities and Adherence to Compliance:
Adheres to Bank of the San Juans Company Core Values.
Adheres to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.
Completes all required Compliance and Security training assigned by GBCI and BSJ within the designated timeframes. It is the individual’s responsibility to fully understand the content presented in each training module.
Reports security risks to management per Bank Security Policy.
Keeps management appropriately informed of area activities and of any significant problems.
Supports the bank’s mission by participating in Community Service and Bank sponsored activities, while consistently representing the bank in a professional manner.
Is capable of regular, reliable, and timely attendance.
Attends and actively participates in required meetings.
Provides exceptional internal and external customer service by interacting calmly and professionally with individuals from diverse backgrounds at various levels within and outside the organization.
Performs additional duties as requested or assigned.
About You
Qualifications:
A High School Education or GED.
Up to six months of similar or related experience in cash handling and Customer Service.
Knowledge, Skills and Abilities:
Ability to understand and follow written and oral instructions.
Strong customer service skills.
Detail oriented.
Works well in a team environment.
Verbal and written communication skills.
Cash handling skills.
Work Environment:
Must be able to routinely perform work indoors in climate‑controlled shared work area with moderate noise; not extreme or excessive; within reasonable limits.
Physical Demands:
Light work. The employee is constantly required to stand and walk, exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly. The employee may also be required to lift or reach with hands and arms, travel occasionally by automobile, commercial airlines, rental vehicles and public transportation, and operate routine office equipment.
What We Offer
Compensation & Benefits:
Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. Extensive benefits package includes medical, dental, vision, and life insurance; health savings account option; Employee Assistance Program (EAP); health rewards program; retirement savings plan, including 401(k) and Profit‑Sharing plans; short and long‑term disability benefits; education and training benefits; and discounts on banking products and services. Generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full‑Time employees.
Equal Opportunity Employer . Qualified applicants, or employees, will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the U.S.
No Recruiters or unsolicited agency referrals please.
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