Bank Teller Job Description Template

Job summary

The Bank Teller delivers front-line financial services by accurately processing daily customer transactions and handling cash securely. Success in this role is demonstrated through meticulous transaction accuracy, excellent service standards, and strict adherence to banking regulations and security procedures.

Responsibilities

• Process routine customer transactions including cash deposits, withdrawals, cheque cashing, transfers, and loan payments accurately.
• Balance cash drawers, count currency, and reconcile discrepancies at the start and end of each shift in accordance with established branch limits.
• Verify customer identity, credentials, and account details to ensure security and prevent fraud.
• Identify customer financial needs and refer clients to specialized branch colleagues for relevant products and services.
• Maintain up-to-date knowledge of banking products, compliance standards, and anti-money laundering (AML) regulations.
• Assist customers with basic account inquiries, statement requests, and digital banking navigation in a professional manner.

Required qualifications

• Demonstrated experience in cash handling, retail point-of-sale operations, or customer-facing service roles.
• Basic numeracy and arithmetic skills with high attention to detail in data entry and reconciliation.
• Clear verbal and written communication skills suitable for interacting with a diverse range of customers.

Preferred qualifications

• Previous experience working within a bank, credit union, or financial services branch environment.
• Familiarity with core banking software systems and standard office applications.

Skills