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Tellers

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Summary Description


	Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

Sample Job Titles

1.	Account Representative

2.	Bank Representative

3.	Bank Teller

4.	Cashier

5.	Collection Teller

6.	Commercial Teller

7.	Coupon Clerk

8.	Customer Relationship Specialist

9.	Customer Service Associate (CSA)

10.	Customer Service Representative (CSR)

11.	Drive-in Teller

12.	Exchange Clerk

13.	Exchange Teller

14.	Foreign Banknote Teller

15.	Foreign Banknote Teller Trader

16.	Foreign Exchange Clerk

17.	Loan Teller

18.	Mail Teller

19.	Member Services Representative

20.	Money Counter

21.	Money Order Clerk

22.	Note Teller

23.	Paying Teller

24.	Personal Banking Representative

25.	Receiving Teller

26.	Roving Teller

27.	Savings Teller

28.	Securities Teller

29.	Teller

30.	Teller Coordinator

31.	Teller Supervisor

32.	Universal Banker

33.	Utility Teller

34.	Vault Teller

Job Tasks

	Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Verify accuracy of financial or transactional data. Execute sales or other financial transactions.

	Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Verify accuracy of financial or transactional data. Collect deposits, payments or fees.

	Enter customers' transactions into computers to record transactions and issue computer-generated receipts. Enter information into databases or software programs.

	Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines. Calculate financial data.

	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. Verify accuracy of financial or transactional data.

	Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. Prepare cash for deposit or disbursement.

	Order a supply of cash to meet daily needs. Order materials, supplies, or equipment.

	Process and maintain records of customer loans. Maintain financial or account records.

	Count, verify, and post armored car deposits. Verify accuracy of financial or transactional data. Prepare cash for deposit or disbursement.

	Receive and count daily inventories of cash, drafts, and travelers' checks. Collect deposits, payments or fees.

	Prepare and verify cashier's checks. Verify accuracy of financial or transactional data. Execute sales or other financial transactions.

	Sort and file deposit slips and checks. File documents or records.

	Monitor bank vaults to ensure cash balances are correct. Verify accuracy of financial or transactional data.

	Carry out special services for customers, such as ordering bank cards and checks. Order materials, supplies, or equipment.

	Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits. Execute sales or other financial transactions.

	Identify transaction mistakes when debits and credits do not balance. Verify accuracy of financial or transactional data.

	Arrange monies received in cash boxes and coin dispensers according to denomination. Prepare cash for deposit or disbursement.

	Resolve problems or discrepancies concerning customers' accounts. Respond to customer problems or complaints.

	Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due. Verify accuracy of financial or transactional data. Collect deposits, payments or fees.

	Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations. Sell products or services.

	Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items. Prepare business correspondence. Issue documentation or identification to customers or employees. Send information, materials or documentation.

	Perform clerical tasks, such as typing, filing, and microfilm photography. Type documents.

	Issue checks to bond owners in settlement of transactions. Execute sales or other financial transactions.

	Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds. Obtain personal or financial information about customers or applicants.

	Compute financial fees, interest, and service charges. Calculate financial data.

	Quote unit exchange rates, following daily international rate sheets or computer displays.

	Prepare work schedules for staff. Prepare employee work schedules.

	Inform customers about foreign currency regulations and compute transaction fees for currency exchanges. Calculate costs of goods or services. Explain regulations, policies, or procedures.

Work Activities

Importance	Work Activity

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

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.

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.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Controlling Machines and Processes — Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Handling and Moving Objects — Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.

Inspecting Equipment, Structures, or Material — Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Performing General Physical Activities — Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.

Nature of the Work


	(Abstract from Career Articles)

	Tellers
	Tellers are responsible for accurately processing routine transactions at a bank. These transactions include cashing checks, depositing money, and collecting loan payments.

	Read More >>

Working Conditions


	(Abstract from Career Articles)

	Tellers
	Most tellers work in bank branches. About 1 in 4 worked part time in 2014.

	Read More >>

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Interesting Fact

Uncle Sam, long-time symbol of the U.S., was originally a butcher from the state of New York named Samuel Wilson.

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