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Bank Teller Job Description Template

Job Description Template

Bank Teller Description Template

July 2, 2021

Bank Teller Job Description

One of the first and most essential steps towards hiring a qualified bank teller is creating a suitable instructive job description to attract the right applicants. To make this easier for you, we created a Free Bank Teller Job Description Template with all the necessary information, from duties and responsibilities to requirements.

You can also add your extra demands to the template and customize it to fit your company’s needs.

We would recommend using VIVAHR software to post the template on various hiring websites to get the best results as quickly as possible.

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What is a Bank Teller?

A Bank Teller is a frontline employee at a bank who assists customers with various financial transactions and services. Their primary responsibilities include processing deposits, withdrawals, and payments, cashing checks, and handling account inquiries. They also provide guidance to customers on bank products and services, such as savings accounts, loans, and credit cards.

Bank tellers ensure accurate and efficient handling of cash and maintain records of transactions while adhering to security protocols and regulatory requirements. They play a crucial role in delivering excellent customer service and building trust between the bank and its clients. They often serve as the first point of contact for customers and represent the bank’s values and commitment to customer care.

Related Job Titles for Bank Teller

The Top Bank Teller Skills

Skill Why it's important
Customer Service Skills

Bank tellers are often the first point of contact for customers, making strong interpersonal and communication skills essential. These skills help ensure customers feel valued, their concerns are addressed, and they receive clear and accurate information about their transactions and bank services.

Numerical Proficiency

Since tellers deal with cash handling, deposits, and withdrawals daily, being quick and accurate with numbers is critical. Numerical skills help minimize errors in transactions, maintain precise account records, and ensure compliance with bank policies.

Attention to Detail

Tellers must verify customer identities, account information, and amounts accurately to avoid fraud or transaction mistakes. Attention to detail ensures adherence to security protocols and regulatory compliance, protecting both the bank and its customers.

Technical Proficiency

Modern banks rely heavily on technology for transaction processing, account management, and customer service. Tellers need to be comfortable using software systems, ATMs, and other digital tools to efficiently serve customers and troubleshoot any technical issues.

Problem-Solving Skills

Customers often approach bank tellers with questions or issues, such as account discrepancies or service complaints. Strong problem-solving skills enable tellers to identify solutions quickly, improve customer satisfaction, and maintain the bank's reputation for reliability.

Bank Teller Job Description Template (Free)

We are looking for a Bank Teller to assist our clients in completing their daily transactions, including withdrawals, deposits, transfers, and handling customer service interactions and reports. Our ideal candidate should have strong communication skills to promote our bank’s services and create a positive experience for all clients. This position is open for people seeking jobs with a high school diploma, GED, or equivalent.

As a bank teller, your responsibilities will include handling savings, traveler’s checks, and recording transactions. Therefore, we would like to have strong ethics and attention to detail to develop and maintain strong relationships with clients.

Bank Teller Duties & Responsibilities:

  • Process customer transactions, including deposits, withdrawals, payments, and check cashing, accurately and efficiently.
  • Verify customer identification and account information to ensure transaction security.
  • Balance cash drawers at the beginning and end of each shift, ensuring all transactions are accurately recorded.
  • Provide information about bank products and services, such as savings accounts, loans, and credit cards.
  • Address customer inquiries and resolve complaints or refer complex issues to appropriate departments.
  • Promote bank services and identify opportunities for cross-selling to meet customer needs.
  • Follow bank policies, procedures, and regulatory requirements to maintain compliance and security.
  • Handle currency exchange and process foreign transactions as needed.
  • Maintain confidentiality of customer information and safeguard sensitive data.
  • Assist in opening new accounts, setting up online banking, or updating customer account details.

Bank Teller Requirements:

  • High school diploma or equivalent; additional qualifications in finance or accounting are a plus.
  • Proven experience in customer service, cash handling, or a similar role.
  • Strong numerical and mathematical skills with a high level of accuracy.
  • Excellent communication and interpersonal skills.
  • Proficiency with banking software and familiarity with basic office equipment.
  • Attention to detail and ability to follow strict security and compliance protocols.
  • Strong problem-solving skills and the ability to handle customer inquiries professionally.
  • Ability to work efficiently in a fast-paced environment and handle multiple tasks.
  • Flexibility to work various shifts, including weekends and holidays, as required.
  • Trustworthiness and a commitment to maintaining confidentiality of customer information.

Accounting Specialist Interview Questrions

Sample Interview Questions for a Bank Teller

The best way to find an ideal candidate for a job is to ask them questions that will allow you to gauge their ability and determine whether they are looking for a position that will push them in the right direction.

In addition, an interview gives employers the chance to establish whether the candidate has the skills needed for the position, use these sample interview questions for a Bank Teller.

Personal
  1. Can you tell us about yourself and why you want to work as a bank teller?
  2. What motivates you to provide excellent customer service?
  3. How do you handle stress or pressure in a professional setting?
Human Resources
  1. Can you describe a time when you had to resolve a conflict with a colleague or customer?
  2. How do you ensure a positive working relationship with team members?
  3. What steps would you take if you noticed a co-worker violating company policy?
Management
  1. How do you prioritize tasks when faced with multiple responsibilities at once?
  2. Can you provide an example of when you successfully met a challenging deadline?
  3. How would you handle a situation where a manager gave you conflicting instructions?
Technical Skills and Knowledge
  1. How would you handle a situation where a customer’s account balance did not match their records?
  2. Can you explain how you would identify and prevent fraudulent transactions?
  3. How comfortable are you with using banking software and handling cash?

What are the Educational Requirements for a Bank Teller?

The educational requirements for a bank teller typically include a high school diploma or equivalent, as it provides the foundational skills in mathematics, communication, and basic computer proficiency needed for the role. While a college degree is not mandatory, candidates with coursework or certifications in finance, accounting, or customer service may be preferred, as these demonstrate a deeper understanding of banking operations and customer interaction. Employers often value practical experience in handling cash or working in customer-facing roles, which may sometimes substitute for formal education beyond high school.

How Much to Pay a Bank Teller when Hiring

Bank teller salaries depend on the country or state, previous work experience, and the type of bank. In some cases, banks offer commissions for employees who bring in new accounts.

Bank Teller income can vary somewhere between $25,500 and $45,500 a year, which means hourly between $12 and $21.

Percentile 10% 25% 50%
(Median)
75% 90%
Hourly Wage $12 $15 $17 $19 $21
Annual Wage $25,500 $32,000 $36,351 $40,000 $45,500

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Frequently Asked Questions about Bank Teller

 

What qualifications are required for a Bank Teller position?

Qualifications typically include a high school diploma or equivalent, basic math and computer skills, and successful completion of on-the-job training provided by the bank.

Previous customer service experience is preferred, but not always required.

What are the primary responsibilities of a Bank Teller?

Primary responsibilities include processing deposits and withdrawals, cashing checks, accepting loan payments, issuing cashier’s checks and money orders, balancing cash drawers, and providing excellent customer service by addressing inquiries and resolving issues.

How important are customer service skills for a Bank Teller?

Customer service skills are crucial for Bank Tellers, as they interact directly with customers daily.

Providing friendly, efficient, and professional service enhances customer satisfaction, fosters loyalty, and positively represents the bank.

What kind of training do new Bank Tellers receive?

New Bank Tellers receive on-the-job training that covers bank policies, procedures, customer service techniques, and the use of banking software.

Training helps them understand their responsibilities and perform their duties accurately and efficiently.

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