Job Brief
As a Loan Teller, you will be responsible for efficiently processing financial transactions, including receiving and paying out money, while maintaining accurate records of cash and negotiable instruments. The ideal candidate will possess a strong understanding of banking operations, exceptional customer service skills, and the ability to manage financial transactions with precision. Prior experience in a financial institution is preferred, along with a keen attention to detail and problem-solving capabilities.
Responsibilities
- Process customer transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and compliance with bank policies.
- Maintain detailed records of all financial transactions to support auditing and reporting requirements.
- Assist customers in understanding loan products and services, providing information on terms, conditions, and repayment options.
- Identify and resolve customer inquiries and issues related to loan accounts and transactions promptly.
- Ensure adherence to anti-money laundering (AML) and know your customer (KYC) regulations during all transactions.
- Collaborate with team members to achieve branch goals and enhance the overall customer experience.
- Participate in ongoing training and development to stay updated on financial products and banking regulations.
- Contribute to a positive team environment by promoting effective communication and teamwork.
Requirements
- High school diploma or equivalent; associate degree in finance, business, or related field preferred.
- Minimum of 1-2 years of experience in a banking or financial services environment.
- Strong customer service skills with the ability to handle inquiries and complaints professionally.
- Proficient in financial software and banking systems; familiarity with loan processing software is a plus.
- Excellent numerical and analytical skills, with a keen attention to detail.
- Strong verbal and written communication skills.
- Ability to work under pressure in a fast-paced environment while maintaining accuracy.
- Familiarity with banking regulations and compliance requirements is highly desirable.
Similar Job Titles
- Loan Processor
- Bank Teller
- Financial Services Representative
- Customer Service Banker
- Branch Associate
- Loan Officer Assistant
- Retail Banking Specialist
- Transaction Specialist