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Customer service job descriptions

Bank Teller Job Description

The Bank Teller plays a crucial role in providing exceptional customer service and managing financial transactions. This role is essential in maintaining customer satisfaction and ensuring the smooth operation of daily banking activities.
Alexandra
Linkedin
4/26/25

Bank Teller Job Overview

Similar Job Titles

🔹Bank Teller
🔹 Customer Service Representative
🔹 Financial Services Associate

Main Missions

The Bank Teller plays a crucial role in providing exceptional customer service and managing financial transactions. This role is essential in maintaining customer satisfaction and ensuring the smooth operation of daily banking activities.

Key Responsabilities

Tools

  • Cash Handling Machines: For counting and dispensing cash (e.g., Glory, Cummins Allison).
  • Customer Relationship Management (CRM) Software: To manage customer interactions (e.g., Salesforce, Microsoft Dynamics).
  • Banking Software: For processing transactions (e.g., Fiserv, Jack Henry & Associates).
  • Communication Tools: For customer interaction (e.g., Avaya, Cisco).

Skills

  • Customer service excellence
  • Attention to detail
  • Numerical proficiency
  • Effective communication
  • Problem-solving
  • Time management

Key vocabulary

  • Deposit: A sum of money placed into a bank account.
  • Withdrawal: The act of taking money out of a bank account.
  • Balance: The amount of money in a bank account at any given time.
  • Overdraft: A deficit in a bank account caused by drawing more money than the account holds.
  • Reconciliation: The process of ensuring that two sets of records are in agreement.
  • Fraud Prevention: Measures taken to protect against unauthorized financial transactions.

Career path

A Bank Teller may advance to higher positions such as Senior Teller, Head Teller, or Branch Manager with experience and performance.

Salary

In the USA, a Bank Teller typically earns between $25,000 and $40,000 annually, depending on experience and location.

Benefits

Common benefits in the USA include health insurance, 401(k) plans, and paid time off.


Bank Teller Job Description

Job Title

Bank Teller

To help you :
✅ A clear, concise sentence to describe the role
✅ The job title must be clear and reflect the role, as it's the first thing candidates see
✅ Needs to match with the keywords candidates search for on job boards and search engines.
🚫 Avoid company-specific titles.

Company Description

This section is specific to your business activity - we cannot provide you with a ready-to-use template.
To help you, here are the elements that must be included:
✅ Your mission
✅ The products and/or services that support this mission
✅ The type and number of customers you serve
✅ Your mid- and long-term goals, with concrete figures
✅ Any other ambitious projects (geographic expansion, new verticals, etc.)

💡 Bonus: Add engaging content like photos, videos, CEO podcasts, or anything else that showcases your vision and ambitions.

Job Brief

As a Bank Teller, you will be the face of the bank, responsible for managing customer transactions and ensuring a high level of customer satisfaction. Your role is pivotal in maintaining the bank's reputation for excellent customer service.

To complete this section, here are the essential elements that must be included :
✅ A clear and concise sentence describing the role
✅ Its position in the organizational chart
✅ The scope of responsibility including (if applicable) the size of the team to be managed
✅ One or two specific, long-term objectives for the position

Key Responsabilities

  • Greet and assist customers with banking transactions.
  • Verify customer identification and process transactions accurately.
  • Balance cash drawers and ensure accurate record-keeping.
  • Promote banking products and services to meet customer needs.
  • Address customer inquiries and resolve issues promptly.
  • Ensure compliance with all banking regulations and policies.
  • Participate in training and development programs to enhance skills.

Skills & Qualifications

🎓 High school diploma or equivalent is required. An associate's degree in finance or a related field is preferred.

💪 Typically, 1-2 years of experience in customer service or a related field is expected.

🎯 Main Hard Skills

  • Cash handling
  • Data entry
  • Sales techniques
  • Regulatory compliance
  • Basic accounting
  • Computer literacy

🙂 Main Soft Skills

  • Empathy
  • Patience
  • Adaptability
  • Teamwork

Conditions & Benefits

This section is specific to your company - we cannot provide you with a ready-to-use template.
To help you, here are the elements that can be included:
✅ Employment type: Full-time, part-time, freelance, contract, etc.
✅ Location: City + any location-specific benefits
✅ Work schedule: Remote, in-office, or hybrid (ideally with details on the expected balance)
✅ Salary: You can choose to provide a range or leave it unspecified.
✅ Benefits: Outline what you offer in terms of healthcare, wellness programs, parental leave, transportation stipends, and more.

💡 Tip: Work conditions are one of the most important factors for candidates when considering a job. Transparency and honesty go a long way.

Interview Process

This section is specific to your company - we cannot provide you with a ready-to-use template.
To help you, here is a typical process:
1️⃣ Initial phone screening with (Recruiter’s Name), our (Recruiter’s Title) - 30 min
2️⃣ Interview with (Hiring Manager’s Name “HM”), our (HM’s Role) - 45 min
3️⃣ Case study with (HM’s Name), our (HM’s Role) - 1 hour in person
4️⃣ Cultural fit interview with (HM’s Manager’s Name), our (Manager’s Role) - 30 min in person
5️⃣ Team meeting with (HM’s Team Name) – in person
6️⃣ Reference checks

FAQ

🔹What are the main duties of a Bank Teller ?

The main duties include processing transactions, assisting customers, promoting bank products, and ensuring compliance with banking regulations.

🔹What skills are essential for a Bank Teller ?

Essential skills include customer service excellence, numerical proficiency, attention to detail, and effective communication.

🔹How does a Bank Teller collaborate with other teams ?

Bank Tellers collaborate with customer service teams, financial advisors, and branch managers to ensure seamless customer service and operations.

🔹What is the typical career progression for a Bank Teller ?

A Bank Teller can progress to roles such as Senior Teller, Head Teller, or Branch Manager with experience and performance.

🔹What are common benefits for Bank Tellers in the USA ?

Common benefits include health insurance, 401(k) plans, and paid time off.

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