Head Teller Los Gatos Branch

Description

Position Summary:

The Teller 3 role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals. The Teller 3 creates and develops a positive relationship with Citi’s clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals.

The Teller 3 performs efficient and accurate banking transactions while:

1. Communicating clearly with clients

2. Making clients feel appreciated

3. Making it easy to do business with the bank.

Position Responsibilities:

• Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
• Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
• Listens carefully to the client and willingly assists with any questions or problems the client has
• Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
• Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other Tellers as well
• Effectively executes all service and referral routines to deepen client relationships
• Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
• Continuously learns new and existing products through sales aids (features, benefits, fees, etc.)
• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
• Proven track record of client-centric service (KDS for internal candidates)
• Acts as the Head (Lead) Teller in the branch. Duties/skills may include:
• Good leadership skills and the ability to motivate others
• Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals
• Providing working leadership and guidance to peer Tellers through assignment of work and technical guidance, when needed
• Assisting leadership team with leading by example
• Managing the supply of cash for branch needs based on business demand. Manage incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed
• Interest in pursuing a supervisory role in the future

Qualifications

• Retail/sales experience preferred
• Ability to assist customers and provide effective on-the-job coaching to other staff members
• Sales, cashier or other money-handling experience desired
• Proven cross-sell experience
• Excellent verbal and written communication skills
• Analytical and problem solving skills
• Basic computer skills
• 12 months cumulative work experience in a role of similar scope and responsibility required
• High school diploma, GED or equivalent relevant experience

Additional Responsibilities with Increased Authority:

The Head Teller (Teller 3) position includes responsibilities to perform officer functions that allow for greater efficiency and flexibility of the branches. The Head Teller will be granted all authorities granted to an officer, except the listed restrictions. Required Criteria for Granting Increased Authority is as follows:

• Minimum of one year operational experience with Citibank or comparable experience
• 1 or 2 rated performance appraisal (preferred) and in good standing
• Successfully completed the following training (as applicable to the granted authorities) designed by the Learning and Development team:

• Assistant Branch Manager Basics
• Audit Basics
• CitiBusiness Account Documentation

Web-based training:

• Overdraft Decision Making, pre work only
• ABC's of Funds Availability
• Adheres with all restrictions that apply to all Increased Authority Tellers - as outlined in Source 2.0 - (which cannot be waived for any reason)

Note: External Teller 3 candidates will be required to take a 45 - 60 minute timed online assessment

SAJPTT

INDPTT

• Primary Location: United States,California,Los Gatos
• Education: Other
• Job Function: Sales
• Travel Time: No
• Job ID: 16033691