15 days old

Universal Teller - WI

Coulee Bank
La Crosse, WI 54601
  • Job Code

This Universal Teller position is responsible for providing customers with friendly, efficient, and professional service in an accurate and timely manner at all times by processing account transactions, cross-selling the Bank's products and services, opening, maintaining and closing of all account types, and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff. This position is responsible for managing and balancing a cash drawer in an accurate manner.

  • Greets customers warmly and professionally. Assists customers with questions, problems, and inquiries as it relates to Bank products and services in an accurate and timely manner via telephone, email, or in person. Explains options and alternatives available to them when opening new checking, savings, CD's, and money market accounts in an accurate and timely manner utilizing the Coulee Bank systems and procedures.
  • Ascertains which person in the bank can most effectively assist the customer and makes the referral in an effective and timely manner.
  • Actively maintains knowledge of bank product and services to ensure depository compliance is being maintained. Processes customer requests in accordance with Coulee Bank policies and procedures in an accurate and timely manner to include, but not be limited to: retail and business deposits and withdrawals, savings bonds, transfers between accounts, cashing checks, loan payments, telephone transfer requests, selling money orders and certified checks, open and close personal checking and savings accounts, maintenance of customer information, process gift card purchases, safe deposit box purchase and access, on-line banking, wire transfer, Deluxe Provent.
  • Actively maintains knowledge of the following bank products and services to ensure depository compliance is being maintained to be able to provide these services to new and existing Coulee Bank customers. This list includes, but is not limited to: Retail and business checking and savings accounts may be asked to open these types of accounts for new and existing customers, ATM and Debit cards may be asked to order new cards for existing customers or replace cards for new and existing customers, Certificate of Deposit and IRA account withdrawals and transfers as requested.
  • Ensures policies and procedures are followed in an accurate and timely manner; this list includes but is not be limited to: Check cashing policy, Drawer Balancing procedures, Reg CC procedures, Preparation of SAR reports.
  • Opens, processes and records night deposit and mail transactions in an accurate and timely manner.
  • Knows and strictly follows all security and internal control procedures. Notifies supervisor immediately of any suspicious activity or questionable transactions occur.
  • Accurately batches and scans teller work in an accurate and timely manner to ensure the process is able to be completed by operations staff in an efficient manner.
  • Prepares a daily activity summary for daily deposit. Balances own cash drawer according to Coulee Bank procedures and expectations. Notifies supervisor if there is an over/short difference immediately. Accurately counts cash and runs coin counter, maintains adequate supply of cash on hand, straps cash, rolls coin, sorts out mutilated money routinely.
  • Performs other customer services as requested, such as helping customers with check orders, updating customer addresses and account records, and processing credit card advances in an accurate and timely manner.
  • Ensures all relevant teller line logs are maintained in an accurate manner. Prepare a variety of reports and correspondence as needed to effectively and professionally transact business for the bank.



Posted: 2021-06-09 Expires: 2021-07-10
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Universal Teller - WI

Coulee Bank
La Crosse, WI 54601

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