Use this Bank Teller job description template to attract customer-focused banking professionals who can handle daily transactions, provide excellent service, and support branch operations.
A Bank Teller is a front-line banking professional responsible for processing financial transactions and assisting customers with routine banking needs. Tellers ensure accuracy, security, and a positive customer experience at the branch.
A Bank Teller supports smooth branch operations and customer satisfaction. Their key responsibilities include:
- Processing deposits, withdrawals, and payments
- Handling cash accurately and securely
- Assisting customers with account inquiries
- Promoting bank products and services
- Following banking policies and compliance standards
Bank Teller Job Description Template
We are looking for a friendly and detail-oriented Bank Teller to join our branch team. The ideal candidate will provide excellent customer service, process transactions accurately, and help customers with everyday banking needs. If you enjoy working with people and maintaining financial accuracy, we’d love to meet you!
Roles & Responsibilities
- Process customer transactions including deposits, withdrawals, and transfers
- Handle cash, checks, and other financial instruments accurately
- Balance cash drawers and reconcile transactions at the end of shifts
- Assist customers with account questions and basic banking services
- Promote bank products and refer customers to appropriate services
- Verify customer identification and ensure transaction security
- Maintain accurate transaction records and documentation
- Resolve customer issues or escalate concerns as needed
- Follow banking regulations, policies, and compliance procedures
- Maintain a professional and welcoming branch environment
Requirements & Skills
- High school diploma or equivalent
- Proven experience as a Bank Teller or in a customer service role (preferred)
- Strong numerical accuracy and attention to detail
- Excellent communication and interpersonal skills
- Ability to handle cash and financial transactions responsibly
- Basic knowledge of banking products and services
- Customer-focused mindset with problem-solving abilities
- Ability to work flexible hours, including weekends if required
Who do Bank Tellers report to?
Bank Tellers typically report to:
- Branch Manager
- Assistant Branch Manager
- Teller Supervisor
- Operations Manager
Post this on job boards and career pages to find candidates skilled in cash handling, customer service, account support, and compliance. Feel free to customize duties and requirements based on your bank’s needs. Similar job titles include Teller, Banking Associate, and Customer Service Teller.
How to Assess Bank Teller Skills Effectively
Candidates may list banking or cash-handling experience on their resumes, but assessing their actual ability to manage transactions accurately, serve customers professionally, and follow financial regulations before the interview is crucial. A structured Bank Teller assessment ensures you hire professionals who can protect financial integrity while delivering excellent customer service.
Here’s how you can assess Bank Teller proficiency effectively with WeCP:
- Cash Handling & Transaction Accuracy – Test candidates on deposits, withdrawals, transfers, and balancing cash drawers accurately.
- Customer Service & Communication – Evaluate their ability to assist customers, explain banking products, and handle inquiries professionally.
- Fraud Awareness & Compliance – Assess their understanding of anti-money laundering (AML), KYC requirements, and fraud prevention procedures.
- Banking Systems & Software Proficiency – Check their familiarity with core banking systems and transaction processing tools.
- Attention to Detail & Accountability – Ensure they can follow procedures precisely, maintain accurate records, and uphold financial controls.
With WeCP’s Bank Teller assessments, you can efficiently filter out underqualified candidates, reduce operational risk, and ensure high-quality hires who deliver secure, accurate, and customer-focused banking services.
