Bank Teller Job Description: Top Duties and Requirements

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.

Build a Job Description

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
Build a Job Description

Bank Teller Job Description Examples:

 

Example 1

*Scheduled weekly hours: * Uxbridge Branch - 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 & * *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. * * 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. Part-time hours: 4.75 per week Job Type: Part-time Salary: From $18.00 per hour Schedule: * Monday to Friday * On call * Weekend availability Experience: * Customer Service: 3 years (preferred) Work remotely: * No

Example 2

[website] Ukrainian Credit Union Limited has a great career building opportunity for a full time or part-time position as a Member (Customer) Services Representative with our either our Bloor or Etobicoke branch locations, both located in the west-end of Toronto, Ontario. This position is the similar to a Teller in a Bank. Full-Time position is 38 hours per week, scheduled 5 days between Monday - Saturday*. Part-Time position is 24-32 hours per week, scheduled 2-4 days between Monday - Saturday*. *Saturday shifts are all half-day morning shifts on a rotational basis. This position would be great for someone who is looking to build a career in the banking industry. Under the direction of the Branch Manager, the successful candidate will be responsible for providing a full range of services to our members including responding to members’ enquiries, assessing needs and assisting members with the product or service which best meets those needs, processing transactions, cross selling credit union products, troubleshooting and resolving problems with members’ accounts or other member concerns. You will also be expected to participate in various Ukrainian community events. *Key Skills and Abilities* * Aptitude for processing, transactional and administrative functions * Outgoing personality, with excellent communication skills and a positive attitude * Initiative and ability to identify opportunities for referrals to product (e.g. specialists * Ability to contribute to achieving both the branches’ budgeted growth and their own individual assigned sales/referral targets * Fluent in English; *basic level of proficiency in Ukrainian is a requirement* * Willing to work flexible hours * Previous retail experience would be an asset. Please note Ukrainian Credit Union Limited has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know so that arrangements can be made for the appropriate accommodations during the recruitment process. We thank all applicants for their interest, however only those candidates selected for interviews will be contacted. Part-time hours: 30-38 per week Application deadline: [phone number]11-26 Job Types: Full-time, Part-time, Permanent Schedule: * Day shift * Monday to Friday * Weekend availability COVID-19 considerations: All members must wear a mask on premises; acrylic shields and hand sanitizers throughout the premises Ability to * Etobicoke, ON: reliably commute or plan to relocate before starting work (required) Experience: * Customer Service: 1 year (required) Language: * Ukrainian (required) Work remotely: * No

Example 3

*Scheduled weekly hours: * Stroud Branch - Saturdays 8:45am -1:15pm Aurora Branch- Minimum 2 days per week 8:30am – 4:15pm 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 & * *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. * * 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. Part-time hours: 19.25 per week Job Type: Part-time Salary: From $18.30 per hour Experience: * Customer Service: 3 years (preferred) Work remotely: * No

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:

Ready to Hire? Build a Job Description

Bank Teller job description FAQs

What is a typical day like for a Bank Teller?

Bank Tellers usually work regular business hours, but may be required to work weekends if the bank is open. They spend most of their time taking deposits and distributing cash after withdrawals. At most financial institutions, Bank Tellers must wear business or business casual attire such as suits, dresses, or shirts with slacks. Their day will be typically spent interacting with customers, processing transactions, writing and organizing paperwork, and updating bank records.

Who does a Bank Teller report to?

Bank Tellers report to Branch Managers, Assistant Managers, and Shift Supervisors. Bank Tellers may also need to report to Accounts Managers when dealing with special clients to keep them updated on client status and any changes that have been made with their account. 

What makes a good Bank Teller job description?

A good Bank Teller job description includes all essential information about the job including the daily duties, working hours, and the skills and experience needed. The job description should also include the salary and any competitive benefits offered. Be sure to inform potential candidates of where the branch is and whether there are multiple locations they may need to travel to. 

Also, be sure to include any specific requirements for candidates such as a familiarity with specific banking tools or experience dealing with high-value clients. If there are specific banking regulations in your province or territory that candidates need to be familiar with, be sure to mention them in your job description.

Job Description Examples

Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

No search results found