Client Teller Associate

Unity Bank

Augusta, WIOn-siteFull time
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Pay
$17 to $21
an hour
Location
Augusta, WI
Work style
On-site
Job type
Full time
Posted
Oct 1
19 days ago
Career path

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About the company

Unity Bank

Banking · 51 to 200 employees

At Unity Bank, our culture is built on trust, care, and connection. We believe in meaningful work, open collaboration, and authentic relationships. Here, every employee takes pride in their role, empowered to make a difference—for our customers, our communities, and each other. We’re more than a bank—we’re a community partner. When clients choose Unity, they invest in local dreams: planting seeds with farmers, opening doors on Main Street, and creating opportunities for neighbors. We listen. We care. We connect. Every conversation matter, and every solution is crafted with heart. Together, we help people achieve their dreams—one relationship at a time.

Unity Bank on LinkedIn

What you'll do

  • Client Experience: Deliver consistent professional, and courteous client experiences aligned with Unity Bank defined service standards protocol. Responsible for providing both in-person service and answering branch incoming phone calls. Handle customer requests and respond to inquiries promptly and professionally.
  • Product Knowledge: Understand the Bank’s products and services to provide customized solutions for customers' needs. Be a resource to clients by answering questions or directing them to the proper department for resolution services
  • Transaction Standards: Accurately process a variety of client financial transactions within set processing timeframes, including accurately disbursing cash, processing loan payments, scanning proof work and other documents, and accurately entering data into the banking software. Balance and manage cash and coin to ensure compliance with banking industry standards.
  • Compliance and Quality Control: Ensure adherence to banking regulatory requirements, industry standards, internal policies, and procedures. Assist in branch audits and branch control reviews to ensure regulatory and procedural compliance.
  • Training and Development: Actively participate in ongoing training programs to enhance product knowledge, customer service skills, and maintain an ongoing understanding of company policies and processes.
  • Collaboration: Collaborate with cross-functional teams such as product development, marketing, and operations to ensure seamless coordination and alignment of customer operations with overall organizational goals to improve customer experience. Community Engagement

What you need

  • High School Diploma or equivalent (preferred)
  • One or more years of experience in customer service, cash handling, or retail experience (preferred)
  • Banking software, Outlook, Microsoft Office products experience (preferred)
  • Familiarity with bank regulatory and compliance standards (preferred)
  • May require prolonged periods of sitting and/or standing at a desk and working on a computer

Key skills

customer servicecash handlingretail experienceBanking softwareOutlookMicrosoft Office products

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Perks

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Health insurance
  • Health savings account
  • Flexible Spending Account

See full description on company page, apply now

Read the full posting here
At Unity Bank, our culture is built on trust, care, and connection. We believe in meaningful work, open collaboration, and authentic relationships. Here, every employee takes pride in their role, empowered to make a difference—for our customers, our communities, and each other. We’re more than a bank—we’re a community partner. When clients choose Unity, they invest in local dreams: planting seeds with farmers, opening doors on Main Street, and creating opportunities for neighbors. We listen. We care. We connect. Every conversation matter, and every solution is crafted with heart. Together, we help people achieve their dreams—one relationship at a time. Position Summary: The Client Teller Associate is responsible for delivering exceptional client experience by handling our clients’ financial transactions in our bank locations with accurate, timely, friendly, and professional results. This position will take a friendly, positive approach to the customer experience while maintaining high attention to detail. Responsibilities/Accountabilities: Client Experience: Deliver consistent professional, and courteous client experiences aligned with Unity Bank defined service standards protocol. Responsible for providing both in-person service and answering branch incoming phone calls. Handle customer requests and respond to inquiries promptly and professionally. Product Knowledge: Understand the Bank’s products and services to provide customized solutions for customers' needs. Be a resource to clients by answering questions or directing them to the proper department for resolution services Transaction Standards: Accurately process a variety of client financial transactions within set processing timeframes, including accurately disbursing cash, processing loan payments, scanning proof work and other documents, and accurately entering data into the banking software. Balance and manage cash and coin to ensure compliance with banking industry standards. Compliance and Quality Control: Ensure adherence to banking regulatory requirements, industry standards, internal policies, and procedures. Assist in branch audits and branch control reviews to ensure regulatory and procedural compliance. Training and Development: Actively participate in ongoing training programs to enhance product knowledge, customer service skills, and maintain an ongoing understanding of company policies and processes. Collaboration: Collaborate with cross-functional teams such as product development, marketing, and operations to ensure seamless coordination and alignment of customer operations with overall organizational goals to improve customer experience. Community Engagement Education and Experience: High School Diploma or equivalent preferred One or more years of experience in customer service, cash handling, or retail experience preferred. Banking software, Outlook, Microsoft Office products experience preferred. Familiarity with bank regulatory and compliance standards preferred Work Environment: Collaborative, trust-based, transparent, supportive, and comfortable community atmosphere. This position may include opportunities to travel across our footprint, working with customers, community members, and our Unity Team. This position may require prolonged periods of sitting and/or standing at a desk and working on a computer. Regulatory Standards: Financial Institutions must adopt and comply with regulatory requirements. All employees of Unity Bank are required to comply with these standards and practices. Employees will be responsible for participation in training sessions for these regulatory compliance requirements. This will be offered through online sessions, department meetings, bank wide training, and other such media. In addition, compliance training that is specific to job responsibilities will be conducted. Any employee that knowingly fails to comply with the requirements, as outlined in the Compliance Manual and the related guidelines may be subject to disciplinary action, up to and including termination of employment. Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Health insurance, Health savings account, Flexible Spending Account, Life insurance, Paid time off, Vision insurance, Pet Wellness, Norton LifeLock, etc. Discretionary Pay: Bonus Pay Unity Bank is an Equal Opportunity Employer. This is a position for which: • Military experienced candidates are encouraged to apply. • Applicants of all ages, including older job seekers and encouraged to apply. • Candidates with disabilities are encouraged to apply.

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