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Teller (Part

Company: Synovus Financial Corp.
Location: Sarasota
Posted on: January 17, 2020

Job Description:

Job Summary:
As the main point of contact to service customer transactions, tellers are responsible for providing a positive experience that leads to customer satisfaction and product referrals/sales. Tellers process transactions accurately and efficiently while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationships. Demonstrates passion for delighting the customer by living the Customer Covenant every day.

Job Duties and Responsibilities:


Creates an industry leading customer service experience by following the Synovus Customer Service Standards.

Proactively greets customers at teller station or designated greeter station to create a connection and develop rapport with customers to provide outstanding, personalized service.

Demonstrates high level of accuracy and efficiency when conducting customer transactions and maintains accurate records of all transactions. Executes various customer transactions, including but not limited to: receiving and paying out cash or other disbursements, cashing checks, accepting account deposits and withdrawals, accepting loan and credit card payments, issuing money orders and Connections cards.

Assist customers with inquiries and /or problem resolution in a professional and composed manner and escalates to manager as appropriate.





Sales and production-related job functions:


Demonstrates solid working knowledge of bank products and services. Listens carefully to customers to understand their financial priorities and to recommend products and solutions that will benefit them.

Actively promotes the bank's products and services by connecting customers through referrals to appropriate departments for specialized services.

Participates in daily kick-offs/huddles and weekly sales meetings. Champions products as assigned and shares specific product information and sales tips.

Performs proactive outreach to customers and prospects during sales campaigns and promotions.

Appropriately utilizes the Sales Management system to capture and track referrals.

Meets or exceeds individual performance sales goals while supporting the goals of the branch. Participates in sales and training activities to reach closed referral goals.

Makes outbound calls to customers in order to discuss their financial needs and recommend products and solutions that would benefit them.

Actively promotes the bank's products and services by connecting customers through referrals to appropriate departments for specialized services.





Operations related job functions:


May perform Teller admin role in Teller Insight.

Knows and follows Branch Operations Standards, policies and procedures. Follows business code of conduct, compliance and regulatory guidelines and policies, and PFP updates. Completes compliance and other assigned technical/operations training on time.

Understands the bank's security policies and procedures, assists in opening and closing procedures and maintaining codes, alarm function, cameras, cash controls and other opening/ closing related activities.

May have override authority. If so, appropriately utilizes this authority.

May perform as the IBS Teller Insight Branch Administrator as needed.

Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.

Performs other related duties as required.





Job Duties and Responsibilities: VAULT TELLERS ONLY


Supplies branches and corporate customers with coin and currency.

Monitors and maintains established levels of cash in vault and determines what needs to be ordered and/or shipped to the Federal Reserve Bank.

Verifies sums of coins and currency received from branches, customers and money from tellers.

Prepares, verifies and ships coin and currency to the Federal Reserve Bank.

Maintains daily log of shipments to/from the branches. Prepares monthly currency transactions report.





Competencies:


Achieving Goals: Focuses efforts on results that matter; builds enthusiasm for the organization's goals; demonstrates a passion for producing top quality work; handles high priority tasks with a sense of urgency.

Communicating: Communicates clearly and effectively in a concise and straightforward manner; adapts communication style to the audience and situation; openly shares information and keeps people updated; listens patiently and asks questions to clarify others' point of view.

Customer Focus: Demonstrates a passion for exceptional customer service; anticipates and responds to changing customer needs; leads others to deliver outstanding customer service; champions company standards associated with superior customer service.

Job Knowledge: Shares knowledge willingly with others; demonstrates insight into the industry, the market, and competitors; demonstrates a strong work ethic and high performance.

Adapting to Change: Remains flexible and open to new ways of working; keeps an upbeat attitude, even in challenging or stressful situations; can effectively cope with change; can shift gears comfortably; shows willingness to learn new methods, procedures, or techniques

Initiative: Is personally committed to and actively works to continuously improve him/herself; delegates effectively and to the right level; understands that different situations and levels may call for different skills and approaches; self starter to seize opportunities as they arise.





The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.


Synovus is an Equal Opportunity Employer supporting diversity in the workplace.
Minimum Education: High school diploma or equivalent


Minimum Experience: Six (6) months customer service, sales and/or Retail work experience--or--completion of one (1) year of college/vocational school in lieu of work experience


Required Knowledge, Skills, & Abilities:


Demonstrates ability to adhere to professional dress code

Ability to identify customer financial needs, goals and objectives

Strong interpersonal and communication skills; ability and desire to establish rapport with customers

Ability to read, perform basic math functions, follow written instructions and learn new information

Basic knowledge of personal computers and other business equipment

Careful attention to detail and ability to manage time

Ability to stand on feet for a long period of time



Physical Requirements:


Sit Regularly; Stand or Walk Regularly; Talk and Hear Regularly; Climb, Bend, Kneel, or Crouch Regularly; Ability to see objects up close or at a distance, use peripheral vision, identify basic colors; Use of Hands/ability to reach; Up to 25 pounds weight lifting/force exertion required less than 25% of the time; Travel to different branches may be required less than 25% of the time.


Preferred Knowledge, Skills, & Abilities:


Prior banking, financial services or retail sales in a goal-oriented environment

Previous experience with cross-selling, up-selling and/or product referrals


.

Keywords: Synovus Financial Corp., Sarasota , Teller (Part, Other , Sarasota, Florida

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