Teller Trainer- Penn Valley Bank

BASIC FUNCTION:

The Teller Training Assistant serves as the initial technical subject-matter expert for all newly hired tellers. Under the direction of management, partners with management to accomplish completion of the new hire induction process, including coordinating meetings and gathering various checklists. Responsible for gathering feedback and working with management to resolve reported or observed issues and assisting with the management of continuing education.

JOB RESPONSIBILITIES:

ESSENTIAL JOB DUTIES:
Provide orientation and formal training for tellers and other bank employees regarding teller operations or other related topics (both new and existing employees). Provide retraining as necessary. Training must follow established guidelines and include: Proper teller transaction processing, Silverlake/Vertex, cash handling procedures, customer identification/fraud detection, compliance, bank products, customer service, etc.
Act as primary point of contact regarding the Vertex system, teller procedures, or other related areas. Send emails, memos or hold meetings to communicate information to appropriate staff regarding updates, changes, or problem areas.
Prepare materials and present topics for various meetings: Bankwide teller meeting, operations meetings, asst. branch manager meeting or other meetings as needed.
Perform regular audit of teller journals (new and existing tellers). Provide report of findings to Branch Managers, Operations VP and other appropriate personnel. Follow-up to make sure certain issues are corrected.
Detect problem areas by regularly observing teller operations, reviewing cash audits, monitoring reconciliation reports, teller transaction reports, and data center adjustment reports. Work with branch/asst. managers, committees, operations department, accounting department, teller operations officer, data center, and others to further define problem areas.
Make recommendations to reduce errors, improve work habits, and update procedures as needed. Update training manual/materials for use by tellers as needed.
Maintain records and produce monthly reports.
Assist with the location and research of large teller differences.
Other duties as assigned by management.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED TO PERFORM JOB:

SKILLS REQUIRED TO ENTER THE JOB:

Attainment of this position will be contingent upon successful mastery of the skills and responsibilities inherent in the duties of Teller I, (if currently employed in that capacity,) or 1 year bank teller experience or equivalent education in bank teller procedures and policies.

Knowledge, skill and mental development equivalent to the completion of a high school education.

Good verbal communication skills as evidenced by the ability to interact both face-to-face and over the phone with customers and co-workers. Demonstrates ability to use tact, diplomacy and a “professional” personal appearance (including body language, tone of voice, hygiene and attire), when dealing with customers and co-workers.

Ability to manage multiple tasks and work in a fast paced deadline-oriented environment; ability to be self-motivated. Ability to demonstrate organizational and time management skills.

In addition to possessing the skills necessary to perform the job, the employee must be willing and able to demonstrate these skills by coming to work on a daily basis, as scheduled.

SKILLS REQUIRED TO COMPETENTLY PERFORM THE JOB:

Effective written communication skills, including the ability to type, prepare training checklists, prepare presentations and other training materials.

Effective verbal communication skills, including the ability to present training material and content to a group in a lively, interactive and memorable manner.

Good knowledge of the computer system utilized to process customer transactions.

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Statements included on this job description form are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements are not intended to be construed as an exhaustive list of responsibilities, duties and skills required.

EQUIPMENT REQUIRED TO PERFORM THE JOB:

_x_ Telephone
_x_ Multi-line Telephone System
___ PBX Switchboard System
___ Voice mail system
_x_ Computer Monitor
_x_ Personal Computer
___ Fed Line Computer
___ Optical Disk PC
_x_ 10 Key Calculator
_x_ Typewriter - electronic
_x_ Copy Machine
_x_ Fax Machine
_x_ Check Encoder
_x_ Check Protector
_x_ Pneumatic Tube System (including operation of microphone)
_x_ Coin Machine
___ Automatic Currency Counter
___ Step Stool and/or Ladder
___ Multi-drawer File Cabinet
___ Multi-shelf Cabinet
___ Dictaphone
___ VCR/Television
___ Overhead Projector/Screen
___ Coffee Machine
___ Microfilm Machine
___ Dolly/Wheeled Cart
___ Mail/Postage Machine
___ Postage Scale
___ Shredding Machine
___ Paper Cutter
_x_ Automatic Teller Machine




SOFTWARE REQUIREMENTS:

_x_ Word Processing: __x_Beginner skills ____Intermediate skills ____Advanced skills
_x_ Spreadsheets - Data Entry ___ Spreadsheets - Creation/Analysis

EXERTION/PHYSICAL REQUIREMENTS:

_x_ Moving objects weighing _15_ lbs.
_x_ Sitting _20_% of day
_x_ Standing _60_% of day
_x_ Walking _20_% of day
_x_ Removing objects from shelves
_x_ Dexterity/Coordination
___ Color vision
___ Depth perception
_x_ Reading material/PC Monitor
_x_ Writing/typing
_x_ Speaking/Communicating
_x_ Listening/Hearing
_x_ Ability to travel to various worksite locations or departments
_x_ Ability to perform repetitive hand movements (i.e. when counting money)

MENTAL/EMOTIONAL/PSYCHOLOGICAL REQUIREMENTS:

_x_ Decision-Making & Concentration __Rarely __Occasionally _ x_Frequently
_x_ Face-to-Face Contact (Internal) __Rarely __Occasionally _ x_Frequently
_x_ Phone Contact (Internal) __Rarely _x_Occasionally __Frequently
_x_ Internet/Email Contact (Internal) __Rarely _x_Occasionally __Frequently
_x_ Face-to-Face Contact (Public) __Rarely _ x_Occasionally __Frequently
_x_ Phone Contact (Public) _x_Rarely __Occasionally __Frequently
_x_ Internet/Email Contact (Public) _x_Rarely __Occasionally __Frequently
_x_ Group Collaboration/Meetings (Internal) __Rarely __Occasionally _ x_Frequently
_x_ Group Collaboration/Meetings (Public) _x_Rarely __Occasionally __Frequently
_x_ Works Alone _x_Rarely __Occasionally __Frequently
_x_ Presents to a group audience __Rarely __Occasionally _ x_Frequently

Accommodations will be made to allow for meeting above requirements when it does not place an "undue hardship" on Valley View Bank.