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Bank Teller Job Description: Top Duties and Requirements

Edited by Indeed Employer Content Team
Last updated October 8, 2025
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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7 min read

A Bank Teller, or a Bank Clerk, helps customers make bank deposits, withdrawals, and transfers. Their duties include keeping accurate records of transactions, suggesting banking products and services to customers, and explaining interest rates and fees.

Bank Teller duties and responsibilities

Bank Tellers sometimes train new team members, and they can work full-time or part-time. They help keep bank branches looking clean and organized, and they also sometimes help set up advertising or marketing displays. They buy and sell foreign currency, provide certified cheques, and issue money orders. Other duties and responsibilities for a Bank Teller may include:

  • Operating cash drawers, cheque scanners, and other equipment
  • Storing deposit slips, cancelled cheques, and other documents
  • Providing copies of paperwork like cancelled cheques when requested
  • Counting their cash drawer at the start and end of each shift
  • Verifying customer identification to meet legal requirements
  • Getting authorization from supervisors for large and/or international transactions
  • Informing customers about the types of accounts available and their minimum balances and other requirements
  • Setting appointments for people to speak with Financial Advisors, Investment Planners, or Loan Officers

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Bank Teller Job Description Examples:

Example 1

Job Title:Customer Service Representative/Bank Teller

Job Location:Richmond/ Vancouver, BC

Responsibilities and Accountability:
  • Greet and answer customers’ enquiries in a professional and courteous manner;
  • Resolve problems or discrepancies concerning customers' accounts quickly and professionally;
  • Create a positive customer experience by understanding and meeting customers’ service needs accurately and efficiently;
  • Process customer cash deposits and withdrawals, cheques, outward remittances, foreign exchange transactions, wire transfers, funds settlement, credit card payments, money orders, certified cheques and other related banking transactions;
  • Obtain and process information required for the provision of services, such as opening accounts, issuing letters of Credit, Standby LC etc.;
  • Sort and file deposit slips and cheques;
  • Ensure the confidentiality of the Bank and its customers’ information;
  • Provide administrative support, including filing documents and coordinating office upkeep with building management service to resolve facility-related issues;
  • Accountable for the general maintenance of the office, including managing office supplies and keeping the office environment tidy and organized.

Job Specifications:
  • Relevant post-secondary education with a Diploma/Degree in Business Administration, Accounting, Finance or Economics;
  • Ability to perform tasks in an accurate, efficient and timely manner;
  • Proven judgment and decision-making ability with demonstrated integrity and ethical standards;
  • Effective verbal and written communication skills;
  • Ability to handle difficult customers with diplomacy;
  • Accuracy and attention to detail;
  • Additional language ability: Mandarin/Cantonese Chinese.

Bank of China (Canada) is an equal opportunity employer and it is the bank’s policy to recruit and select applicants for employment solely on the basis of their qualifications with emphasis on selecting the best qualified person for the position. We welcome applications from all interested parties. Please understand that only qualified applicants will be contacted.

Job Type: Full-time

Additional pay:
  • Bonus pay
  • Overtime pay
Benefits:
  • Company events
  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Vision care
Schedule:
  • Day shift
  • Holidays
  • Monday to Friday
  • Overtime

Experience:
  • Customer service: 1 year (preferred)

Example 2

Responsibilities and Accountability:
  • Greet and answer customers’ enquiries in a professional and courteous manner;
  • Resolve problems or discrepancies concerning customers' accounts quickly and professionally;
  • Create a positive customer experience by understanding and meeting customers’ service needs accurately and efficiently;
  • Process customer cash deposits and withdrawals, cheques, outward remittances, foreign exchange transactions, wire transfers, funds settlement, credit card payments, money orders, certified cheques and other related banking transactions;
  • Obtain and process information required for the provision of services, such as opening accounts, issuing Letter of Credit, Standby LC etc.;
  • Sort and file deposit slips and cheques;
  • Ensure the confidentiality of the Bank and its customers’ information;
  • Provide administrative support, including filing documents and coordinating office upkeep with building management service to resolve facility-related issues
  • Accountable for the general maintenance of the office including managing office supplies and keeping the office environment tidy and organized.

Job Specifications:
  • Relevant post-secondary education with Diploma/Degree in Business Administration, Accounting, Finance or Economics
  • Ability to perform tasks in an accurate, efficient and timely manner
  • Proven judgment and decision-making ability with demonstrated integrity and ethical standards
  • Effective verbal and written communication skills
  • Ability to handle difficult customers with diplomacy
  • Accuracy and attention to detail
  • Additional language ability: Mandarin/Cantonese Chinese

Bank of China (Canada) is an equal opportunity employer and it is the bank’s policy to recruit and select applicants for employment solely on the basis of their qualifications with emphasis on selecting the best qualified person for the position. We welcome applications from all interested parties. Please understand that only qualified applicants will be contacted.

Job Type: Full-time

Benefits:
  • Dental care
  • Extended health care
  • Paid time off
  • RRSP match
  • Vision care
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus pay
  • Overtime pay



Experience:
  • customer service: 1 year (preferred)

Language:
  • Mandarin Location: In person

Example 3

Hours:scheduled every Monday 8:45 - 4:15 & Saturdays 8:45am -1:15pm, availability to cover Monday through Friday for sick time, training, and vacation coverage.

Job Function:

Provide a range of services to members including responding to enquiries, analyzing needs and assisting members to utilize the products or services which best meet those needs; cross sell credit union products; process member transactions; process member requests for account updates and closures; and resolve routine problems with member accounts.

Major Duties & Responsibilities:

A. Member Sales and Service
  • Provide prompt, courteous service to members, striving to increase member satisfaction with the level of service provided.
  • Aid members by answering questions and providing quality member service through a defined range of financial services (deposits, withdrawals and transfers).
  • Provides assistance to members by answering questions and providing quality member service through a limited range of financial services (deposits, withdrawals and transfers).
  • Fulfil members financial needs: cash/certify cheques, receive bill payments, order cheques, buy/sell foreign cash, process member statements, personal money orders and travel insurance, assist with RRSP, RRIF and set up term deposits, and accept applications for plastics (CU Cards, payment cards and credit cards).
  • Ensure personal member service goals are achieved.
  • Uncover referral opportunities to meet member needs.
  • Answer incoming calls, assist members, transfer calls to appropriate staff.
  • Assist with maintenance of treasury where needed, ordering and ensuring adequate cash supplies.
  • Assist with a variety of administrative activities including maintenance of dormant accounts, cash accounts and activities, and production of month-end reports.
  • Assist in processing (batching) cheques to be sent out.
  • Perform other tasks as assigned by immediate Supervisor as, and when, required.

B. Other
  • Adhere to the organizational risk policies to protect the interests of the members and minimize operational risk.
  • Actively participate in branch and credit union meetings.
  • Participate in community activities that enhance the credit unions image.
  • Adhere to security procedures as they pertain to the position.

Qualifications:
  • 1-2 years banking or equivalent experience.
  • Exceptional customer service skills excellent written and verbal communication skills and interpersonal skills.
  • Demonstrate ability to cross sell our PACE products.
  • Willing to participate in Community events and work towards reaching growth objectives.
  • Flexible to assist with extra hours at the branch and other PACE locations.

PACE Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources.

Work remotely
  • No

Job Type: Part-time
Part-time hours: 12 per week

Salary: From $18.30 per service: 1 year (preferred)

Example 4

Job Function:

Provide a range of services to members including responding to enquiries, analyzing needs and assisting members to utilize the products or services which best meet those needs; cross sell credit union products; process member transactions; process member requests for account updates and closures; and resolve routine problems with member accounts.

Major Duties & Responsibilities:

A. Member Sales and Service
  • Provide prompt, courteous service to members, striving to increase member satisfaction with the level of service provided.
  • Aid members by answering questions and providing quality member service through a defined range of financial services (deposits, withdrawals and transfers).
  • Provides assistance to members by answering questions and providing quality member service through a limited range of financial services (deposits, withdrawals and transfers).
  • Fulfil members financial needs: cash/certify cheques, receive bill payments, order cheques, buy/sell foreign cash, process member statements, personal money orders and travel insurance, assist with RRSP, RRIF and set up term deposits, and accept applications for plastics (CU Cards, payment cards and credit cards).
  • Ensure personal member service goals are achieved.
  • Uncover referral opportunities to meet member needs.
  • Answer incoming calls, assist members, transfer calls to appropriate staff.
  • Assist with maintenance of treasury where needed, ordering and ensuring adequate cash supplies.
  • Assist with a variety of administrative activities including maintenance of dormant accounts, cash accounts and activities, and production of month-end reports.
  • Assist in processing (batching) cheques to be sent out.
  • Perform other tasks as assigned by immediate Supervisor as, and when, required.

B. Other
  • Adhere to the organizational risk policies to protect the interests of the members and minimize operational risk.
  • Actively participate in branch and credit union meetings.
  • Participate in community activities that enhance the credit unions image.
  • Adhere to security procedures as they pertain to the position.


Qualifications:
  • 1-2 years banking or equivalent experience.
  • Exceptional customer service skills excellent written and verbal communication skills and interpersonal skills.
  • Demonstrate ability to cross sell our PACE products.
  • Willing to participate in Community events and work towards reaching growth objectives.
  • Flexible to assist with extra hours at the branch and other PACE locations.

PACE Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources.

Work remotely
  • No

Job Type: Full-time

Benefits:
  • Company pension
  • Dental care
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Vision to Friday

Example 5

Bank Teller (Bilingual Mandarin)
  • Working Hours: 37.5 hours per week, Monday to Friday 8:45Am- 5:15Pm;
  • Well designed on-the-job training and coaching will be provided;
  • An entry level role but can provide multiple career development opportunities.

Description:

CTBC Bank Corp. (Canada) is a subsidiary of CTBC Holding Company Ltd (CTBC Bank). We are part of a global banking network and amongst the largest and most profitable privately owned banks headquartered in Taiwan. If you are looking for an opportunity to grow and learn in financial services, join us at CTBC Bank to expand your experiences in financial services, customer relations, and banking. At CTBC Bank Corp (Canada), we offer positive customer experience. As a team of customer services representative will work together achieve what matters most to our clients. We learn, we grow, and we excel together. We Are Family.

Job Duties:
  • Greet and be the first point of contact to customers.
  • Accept and process cash withdrawal and payment orders from Customers.
  • Perform cash auditing.
  • Balance daily transactions against related banking general ledger.
  • Prepare large cash transaction / suspicious transaction reports.
  • SWIFT preparation and confirmations.
  • Cross sell bank products and services to customers.
  • Record all transactions promptly, accurately and in compliance with banking procedures.
  • Identify referral opportunities and make relevant referrals.
  • Ensure compliance with all internal controls and established policies and procedures.
  • Other duties and projects as assigned by management.

Qualifications:
  • Fluency in Mandarin Chinese and Taiwanese Dialect an asset.
  • High school diploma. University degree in business studies an asset.
  • At least 1 year of direct Customer Service Representative experience at a Canadian banking institution.
  • Clerical, administrative, cash handling, sales and customer service experience preferred.
  • Good knowledge of customer service principles.
  • Good computer skills.

Competency:
  • Strong numerical ability
  • Excellent listening and communication skills
  • Able to multitask as needed
  • Problem Solving skills
  • Customer Service Oriented
  • Honesty and Integrity

CTBC Bank Corp. (Canada) has been serving our customers for over 20 years. We are an equal opportunity employer that embraces diversity and support to open, accessible, and inclusive work environment. We stand behind the growth of our employees to help them achieve their visions and goals. Only those being considered for the position will be contacted. We thank all the candidates that have applied and showed interest in working with CTBC Bank Corp. (Canada).

Job Type: Full-time

Pay: $18.00-$20.00 per hour

Benefits:
  • Dental care
  • Extended health care
  • RRSP match
  • Vision care
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Overtime pay



Language:
  • Mandarin Location: In person

Example 6

Member Service Representative

Temporary – 6 months, Full Time

Lang, SK

Join the ‘Spark’ at Weyburn Credit Union (WCU)! WCU is dedicated to making a positive impact in our communities. We value self-improvement and giving back. We are seeking a highly motivated individual with exceptional interpersonal skills to join our Branch team as a Member Service Representative (MSR). This is a temporary full-time contract for six (6) months with the potential of an extension. The individual we are seeking should be local or within a reasonable commute to Lang, SK.

As an MSR, you will be an integral part of the ‘Frontline’ and to the success of WCU’s branches. Under the supervision of the Branch Service Supervisor, the MSR will process routine teller/cash transactions, respond to general inquiries and concerns, and recommend the appropriate financial products to assist members. You will deliver exceptional member service and provide solutions to meet out members’ financial goals and needs.

The salary for the position is $21.99 per hour.

As a team member you will enjoy:

· Above market compensation package including comprehensive employee benefits and a wellness balance.

· Regular social events and discounted employee banking.

· Work/life balance including paid personal time and above-industry vacation accrual.

· Career development and advancement opportunities.

Your Spark:

· Minimum grade 12 education.

· Sales and service experience in the financial services industry is preferred.

· Ability to recognize cross-selling opportunities.

· Must have excellent communication and strong interpersonal, and problem-solving skills.

· Proven success working in a collaborative and team environment.

· Demonstrated commitment to ongoing professional development.

· Strong commitment to provide high quality member sales and service.

WCU values continuous personal and professional development. If you do not meet all the criteria but believe that your qualifications and experience would be valuable in this position, we strongly encourage you to apply! All interested candidates should submit a resume by email to[website]by September 15, 2023. Please note, only applicants selected for interviews will be contacted.

Job Types: Full-time, Fixed term contract
Contract length: 6 months

Salary: From $21.99 per hour

Benefits:
  • Company events
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • RRSP match
  • Vision care
  • Wellness program
Flexible Language Requirement:
  • French not required
Schedule:
  • Day shift
  • Monday to Friday
  • No weekends



Ability to commute/relocate:
  • Lang, SK S0G 0A4: reliably commute or plan to relocate before starting work (required)

Application question(s):
  • Which area of Southern Saskatchewan do you reside?

Education:
  • Secondary School (preferred)

Experience:
  • Customer service: 2 years (required)


Work Location: In deadline: 2023-09-15
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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What does a Bank Teller do?

A Bank Teller can make transactions quickly and efficiently while avoiding errors and provides customers with skilled and friendly service. Some Bank Tellers serve drive-thru customers, and others have walk-in clients. When clients cash cheques or make withdrawals, Bank Tellers ensure the customer has money to cover the transaction. They also let people know if there is a waiting or holding period to verify cheques or make a transfer. Bank Tellers also answer calls from customers with questions, and they communicate with other branches and departments when needed.

Bank Teller skills and qualifications

Successful Bank Tellers are friendly, polite, and professional. They can work with many different people while adapting quickly to unexpected events. They also make transactions quick and easy for customers. Top skills and qualifications for Bank Tellers include:

  • Outstanding customer service skills
  • Excellent written and verbal communication skills
  • Good organization, time management, and attention to detail
  • Knowledge of banking laws and regulations, and products and services the bank offers
  • Understanding of math, how interest rates work, and how the bank calculates any charges or fees
  • Ability to use computers to enter customer data and write reports

Bank Teller experience requirements

Ideal Bank Teller candidates will have some experience in a similar job, but it’s not usually required. Bank Teller candidates should also have customer service experience in any industry, but an ideal candidate will have direct experience in finance or banking. For positions where the Bank Teller will have to interact with clients who have more complex financial needs, candidates will need to have proven experience working in a role with these types of clients.

Bank Teller education and training requirements

Bank Teller jobs usually require a secondary school diploma or GED, though you may prefer candidates with an associate’s degree or a bachelor’s degree. On-the-job training and continuing education are normally required to make sure that Bank Tellers follow financial regulations and give accurate information to customers.

Bank Teller salary expectations

According to Indeed Salaries, the average salary for a Bank Teller in Canada is $37,432 per year. Individual pay levels vary depending on experience, education levels, the company, and the location.

Job description samples for similar positions

If a Bank Teller isn’t exactly what your business is searching for, some similar job description samples include:

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Bank Teller job description FAQs

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