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Summary Job Description | Tasks | |||
Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions. | Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines. | |||
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Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. | ||||
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Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. | ||||
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Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. | ||||
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Enter customers' transactions into computers to record transactions and issue computer-generated receipts. | ||||
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Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. | ||||
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Identify transaction mistakes when debits and credits do not balance. | ||||
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Prepare and verify cashier's checks. | ||||
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Arrange monies received in cash boxes and coin dispensers according to denomination. | ||||
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Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits. | ||||
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Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due. | ||||
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Resolve problems or discrepancies concerning customers' accounts. | ||||
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Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations. | ||||
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Perform clerical tasks such as typing, filing, and microfilm photography. | ||||
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Monitor bank vaults to ensure cash balances are correct. | ||||
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Order a supply of cash to meet daily needs. | ||||
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Sort and file deposit slips and checks. | ||||
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Receive and count daily inventories of cash, drafts, and travelers' checks. | ||||
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Process and maintain records of customer loans. | ||||
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Count, verify, and post armored car deposits. | ||||
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Carry out special services for customers, such as ordering bank cards and checks. | ||||
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Compute financial fees, interest, and service charges. | ||||
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Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds. | ||||
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Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items. | ||||
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Issue checks to bond owners in settlement of transactions. | ||||
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Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges. | ||||
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Quote unit exchange rates, following daily international rate sheets or computer displays. | ||||
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Prepare work schedules for staff. | ||||
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CompGeo Salary Survey Benchmark Job Summary and Competencies
Tellers
The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.- Job Description
- Knowledges
- Skills
- Abilites
- Tools and Technology
- Education and Experience
- Alternate Job Titles
- Salaries
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Important Knowledge Competencies | Competency Description | |||
Customer and Personal Service | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. | |||
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Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. | |||
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English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. | |||
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Computers and Electronics | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. | |||
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Clerical | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. | |||
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Sales and Marketing | Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. | |||
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Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. | |||
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Public Safety and Security | Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions. | |||
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Law and Government | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. | |||
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Administration and Management | Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. | |||
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Important Skill Competencies | Competency Description | |||
Active Listening | Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. | |||
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Speaking | Talking to others to convey information effectively. | |||
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Reading Comprehension | Understanding written sentences and paragraphs in work related documents. | |||
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Mathematics | Using mathematics to solve problems. | |||
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Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. | |||
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Service Orientation | Actively looking for ways to help people. | |||
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Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. | |||
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Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. | |||
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Writing | Communicating effectively in writing as appropriate for the needs of the audience. | |||
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Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. | |||
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Complex Problem Solving | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. | |||
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Coordination | Adjusting actions in relation to others' actions. | |||
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Instructing | Teaching others how to do something. | |||
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Time Management | Managing one's own time and the time of others. | |||
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Important Ability Competencies | Competency Description | |||
Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. | |||
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Oral Expression | The ability to communicate information and ideas in speaking so others will understand. | |||
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Speech Recognition | The ability to identify and understand the speech of another person. | |||
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Speech Clarity | The ability to speak clearly so others can understand you. | |||
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Problem Sensitivity | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. | |||
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Information Ordering | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). | |||
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Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. | |||
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Near Vision | The ability to see details at close range (within a few feet of the observer). | |||
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Written Expression | The ability to communicate information and ideas in writing so others will understand. | |||
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Selective Attention | The ability to concentrate on a task over a period of time without being distracted. | |||
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Written Comprehension | The ability to read and understand information and ideas presented in writing. | |||
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Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. | |||
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Category Flexibility | The ability to generate or use different sets of rules for combining or grouping things in different ways. | |||
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Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. | |||
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Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). | |||
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Perceptual Speed | The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. | |||
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Time Sharing | The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources). | |||
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Finger Dexterity | The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects. | |||
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Flexibility of Closure | The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. | |||
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Tools/Technology Example | Product Category | |||
Accounting software | Accounting software | |||
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Email software | Electronic mail software | |||
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Hyland Software OnBase | Document management software | |||
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ISCheck software | Document management software | |||
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Information Technology Incorporated Premier Teller | Accounting software | |||
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Internet browser software | Internet browser software | |||
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Jack Henry & Associates Vertex | Enterprise resource planning ERP software | |||
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M&I Data Services software | Customer relationship management CRM software | |||
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Microsoft Excel | Spreadsheet software | |||
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Microsoft Office software | Office suite software | |||
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Microsoft Outlook | Electronic mail software | |||
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Microsoft Word | Word processing software | |||
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Southern Data Systems TellerPro | Accounting software | |||
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Total Turnkey Solutions E-Vision | Data base user interface and query software | |||
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10-key calculators | Calculators or accessories | |||
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Automatic teller machines ATMs | Automatic teller machines ATMs | |||
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Cash advance terminals | Electronic funds transfer point of sale equipment | |||
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Check encoders | Check endorsing machines | |||
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Check validation printers | Multi function printers | |||
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Checkwriters | Check writing machines | |||
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Currency counters | Money counting machines | |||
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Desktop computers | Desktop computers | |||
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Document printers | Laser printers | |||
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Filmers | Microfilm cameras | |||
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Journal printers | Multi function printers | |||
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Microfilmers | Microfilm processors | |||
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Official check imprinters | Check endorsing machines | |||
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Online video terminals | Videoconferencing systems | |||
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Passbook printers | Multi function printers | |||
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Personal computers | Personal computers | |||
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Receipt printers | Point of sale POS receipt printers | |||
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Scanners | Scanners | |||
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Teller alarms | Alarm systems | |||
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Teller terminals | Mainframe console or dumb terminals | |||
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Vault security alarms | Alarm systems | |||
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Prerequisite Qualification Category | Education and Experience Level | |||
Required Level of Education | High School Diploma (or GED or High School Equivalence Certificate) | |||
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Related Work Experience | None | |||
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On-Site or In-Plant Training | Over 1 month, up to and including 3 months | |||
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On-the-Job Training | Over 1 month, up to and including 3 months | |||
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On-the-Job Training | Anything beyond short demonstration, up to and including 1 month | |||
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Alternate Job Title(s) | |||
Account Representative | |||
Bank Representative | |||
Bank Teller | |||
Cashier | |||
Collection Teller | |||
Commercial Teller | |||
Coupon Clerk | |||
Customer Relationship Specialist | |||
Customer Service Associate (CSA) | |||
Customer Service Representative (CSR) | |||
Drive-in Teller | |||
Exchange Clerk | |||
Exchange Teller | |||
Foreign Banknote Teller | |||
Foreign Banknote Teller Trader | |||
Foreign Exchange Clerk | |||
Loan Teller | |||
Mail Teller | |||
Member Services Representative | |||
Money Counter | |||
Money Order Clerk | |||
Note Teller | |||
Paying Teller | |||
Personal Banking Representative | |||
Receiving Teller | |||
Roving Teller | |||
Savings Teller | |||
Securities Teller | |||
Teller | |||
Teller Coordinator | |||
Universal Banker | |||
Utility Teller | |||
Vault Teller | |||
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