Tellers
Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
Sample of reported job titles:
Account Representative, Bank Teller, Branch Operations Specialist, Customer Relationship Specialist, Customer Service Associate (CSA), Financial Services Representative (FSR), Member Services Representative, Personal Banking Representative, Roving Teller, Teller
Occupation-Specific Information
Tasks
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
Technology Skills
- Accounting software:Accounting software,Information Technology Incorporated Premier Teller,Sage 50 Accounting,Southern Data Systems TellerPro
- Data base user interface and query software:Total Turnkey Solutions E-Vision
- Document management software:Hyland Software OnBase
- Electronic mail software:Email software,IBM Notes,Microsoft Exchange,Microsoft Outlook
- Enterprise resource planning ERP software:Jack Henry & Associates Vertex,Microsoft Dynamics
Occupational Requirements
Work Activities
- Performing for or Working Directly with the Public:Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
- Working with Computers:Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Establishing and Maintaining Interpersonal Relationships:Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Communicating with Supervisors, Peers, or Subordinates:Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Evaluating Information to Determine Compliance with Standards:Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Detailed Work Activities
- Answer customer questions about goods or services.
- Answer telephones to direct calls or provide information.
- Calculate costs of goods or services.
- Calculate financial data.
- Collect deposits, payments or fees.
Work Context
- Contact With Others:96% responded"Constant contact with others"
- Face-to-Face Discussions:91% responded"Every day"
- Indoors, Environmentally Controlled:90% responded"Every day"
- Telephone:88% responded"Every day"
- Electronic Mail:87% responded"Every day"
Worker Requirements
Skills
- Active Listening:Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Speaking:Talking to others to convey information effectively.
- Critical Thinking:Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Monitoring:Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- Reading Comprehension:Understanding written sentences and paragraphs in work-related documents.
Knowledge
- Customer and Personal Service:Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- English Language:Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Mathematics:Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Economics and Accounting:Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Education
How much education does a new hire need to perform a job in this occupation? Respondents said:
- 73%High School Diploma - or the equivalent (for example, GED)
- 9%Some College Courses
- 8%Bachelor's Degree
Worker Characteristics
Abilities
- Oral Comprehension:The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Number Facility:The ability to add, subtract, multiply, or divide quickly and correctly.
- Oral Expression:The ability to communicate information and ideas in speaking so others will understand.
- Speech Recognition:The ability to identify and understand the speech of another person.
- Speech Clarity:The ability to speak clearly so others can understand you.
Interests
- Conventional:Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
- Enterprising:Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Work Values
- Relationships:Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
- Support:Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
- Independence:Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Work Styles
- Integrity:Job requires being honest and ethical.
- Dependability:Job requires being reliable, responsible, and dependable, and fulfilling obligations.
- Attention to Detail:Job requires being careful about detail and thorough in completing work tasks.
- Self-Control:Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
- Cooperation:Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
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