TELLER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Dec 23, 2025 - The Teller Professional serves as the first point of contact for customers, performing routine financial transactions such as deposits, withdrawals, transfers, and payments with accuracy and efficiency. This role requires strong customer service skills, attention to detail, and the ability to adhere to banking policies, security procedures, and regulatory compliance. The individual also assists in identifying customer needs, promotes relevant banking products, and supports the branch team in achieving operational goals.

Essential Hard and Soft Skills for a Standout Teller Resume
  • Cash Handling
  • Transaction Accuracy
  • Regulatory Compliance
  • Account Processing
  • Deposit Handling
  • Data Entry
  • CRM Usage
  • Terminal Balancing
  • Cheque Processing
  • Banking Transactions
  • Customer Service
  • Issue Resolution
  • Relationship Building
  • Cross Selling
  • Product Referral
  • Team Coordination
  • Client Interaction
  • Service Excellence
  • Needs Identification
  • Digital Education

Summary of Teller Knowledge and Qualifications on Resume

1. BA in Business Administration with 1 year of Experience

  • Experience in customer service
  • Basic clerical and processing skills
  • Effective interpersonal/customer service skills
  • Strong reading, writing, and mathematical skills
  • Ability to communicate clearly and effectively with customers and coworkers
  • Strong written and verbal communication skills
  • Willingness to gain knowledge of the products
  • Ability to function in a fast-paced and changing environment

2. BS in Finance with 3 years of Experience

  • Knowledge of all counter and convenience products and services
  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
  • Knowledge of integrating data into systems
  • Knowledge of security measures, legal framework, and internal controls
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of operating procedures related to convenience products and services, and automated and assisted transactions
  • Knowledge of service standards
  • Independent speaker, intermediate knowledge of English

3. BA in Economics with 2 years of Experience

  • Previous relevant experience
  • Demonstrated sales and customer service experience
  • Money handling experience
  • Effective problem-solving and communication skills
  • Ability to work well in a team-oriented environment
  • Superior customer service skills
  • Strong organizational skills
  • Strong attention to detail

4. BS in Accounting with 4 years of Experience

  • Cash handling experience in a customer service environment.
  • Proficiency with a 10-key adding machine, an online computer system, and a typewriter.
  • Excellent collaborative skills and the ability to develop and maintain positive working relationships
  • Knowledge and understanding of the mission and vision of the Credit Union.
  • Must strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct, and dress.
  • Demonstrated Banking/Retail experience in a customer-facing environment
  • Effective problem-solving and communication skills
  • Ability to work in a team-oriented environment

5. BA in Communications with 2 years of Experience

  • Customer service experience, including data entry and/or cash handling experience
  • Proven verbal communication skills
  • Proven interpersonal skills
  • Proven ability to demonstrate exceptional customer service
  • Proven time management skills
  • Proven prioritization skills
  • Proficient with internet user-level technology
  • Bilingual based on branch needs
  • Ability to stand for long periods of time
  • Ability to interact with customers in an open face-to-face work environment

6. BS in Information Technology with 3 years of Experience

  • Good interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to use office equipment and perform basic mathematical functions
  • Willing and able to follow written and verbal instructions and work under established guidelines
  • Demonstrated ability to deliver excellent client service and provide team support
  • Ability to travel to multiple branches within the designated area to accommodate staffing needs
  • Demonstrated ability to uncover referral opportunities
  • Knowledge of advanced or complex branch transactions
  • Demonstrated ability to handle multiple priorities under time constraints

7. BA in Marketing with 5 years of Experience

  • Understanding of the necessity and value of accuracy and attention to detail, ability to process information with high levels of accuracy.
  • Knowledge of and ability to meet customer needs by appropriately offering products.
  • Knowledge of and ability to provide products and services available through the retail banking branch.
  • Ability to share, show, and support clients on a variety of technological, digital, and online tools and resources, allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.
  • Understanding of effective communication concepts, tools, and techniques
  • Ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
  • Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations.
  • Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.
  • Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems
  • Ability to apply this knowledge appropriately to diverse situations.
  • Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
  • Significant experience or product knowledge to accomplish primary duties.

8. BS in Banking and Finance with 2 years of Experience

  • Strong knowledge of Microsoft Office
  • Strong sales and customer service skills
  • Strong oral and written communication skills
  • Knowledge of basic math and accounting functions
  • Ability to use and learn computer-based systems
  • Previous cash handling experience
  • Excellent customer service skills

9. BA in Psychology with 3 years of Experience

  • Ability to establish effective working relationships among team members and participate in solving problems and making decisions
  • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
  • Ability to actively listen to what others are saying to achieve understanding, share information with others, and facilitate the open exchange of ideas and information
  • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
  • Ability to make the right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
  • Excellent communication skills with the ability to be concise, clear, and consistent

10. BS in Mathematics with 4 years of Experience

  • Cash Handling experience in a Retail or Banking environment
  • Ability to adhere to policies, procedures, and instructions of management
  • Ability to effectively ask questions and identify needs to enhance the customer relationship
  • Highly detail-oriented with the ability to function in a fast-paced and changing environment
  • Superior customer service skills
  • Ability to actively seek information to understand customer needs
  • Ability to communicate clearly and precisely
  • Ability to listen carefully and ask questions to clarify understanding
  • Ability to display a can-do attitude and willingness to learn
  • Ability to proactively clarify one’s tasks and responsibilities
  • Basic understanding of the organization’s flagship products and services 
  • Be able to identify the risk-return of products and services
  • Ability to learns about and diligently follow established risk management policies, processes, and procedures
  • Ability to learns new methods and procedures or modify them to meet new standards
  • Positive about new approaches and methods resulting from the change
  • Ability to work effectively in a team setting
  • Be able to discuss the specifics of the schedule requirements and hours for this position.

11. BA in Sociology with 3 years of Experience

  • Sales and/or service experience in a retail or financial services firm
  • Proficiency with personal computers, calculators, and internet search tools
  • Possesses excellent communication and customer service skills.
  • Demonstrated ability to work effectively under pressure.
  • Demonstrates good working relationships with customers and works cooperatively with a team.
  • Must be comfortable performing basic math procedures and have strong customer service, communication, problem-solving solving and organizational skills.
  • Experience in a cash handling customer service role.

12. BS in Management Information Systems with 4 years of Experience

  • Experience in a customer service or similar position.
  • Be able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines.
  • Highly accurate, detail-oriented, and organized.
  • Be able to multitask to serve multiple members simultaneously.
  • Good knowledge and understanding of Credit Union products, services, policies, and procedures.
  • Good knowledge and understanding of regulatory compliance to successfully perform job responsibilities.
  • Good knowledge and understanding of all Credit Union computer systems and software programs required to perform job duties.
  • Must be able to use multiple software applications simultaneously.
  • Must have excellent written and verbal communication skills and interpersonal skills to interact professionally and effectively with members via video transmission equipment.
  • Must be comfortable, professional, and friendly on camera.
  • Must be able to work under moderate supervision.
  • Must be able to maintain a high level of confidentiality.

13. BA in Public Administration with 5 years of Experience

  • Experience in a teller, cash handling, or equivalent work experience.
  • Experience should demonstrate verbal communication, sales, marketing, and service skills that meet established standards.
  • Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, and PowerPoint) or similar software.
  • Knowledge of or ability to use Bank software and systems, including PC Teller, Customer Information System (CIS), and check imprinter.
  • Demonstrated verbal communication and interpersonal skills.
  • Must demonstrate critical thinking, be analytical, detail-oriented, and organized.
  • Must be an effective and efficient team player with good interpersonal skills, as well as negotiation skills.
  • Be able to meet fixed and changing deadlines and priorities, and follow up consistently.
  • Must be able to push a cash cart and/or lift approximately 20 to 25 pounds and stand for extended periods of time.
  • Be able to work evenings, weekends, and holidays

14. BS in Statistics with 3 years of Experience

  • Experience, including cashiering or bookkeeping, client service, and sales, with established goals
  • Strong organizational skills, basic skills in math, negotiation, and problem-solving
  • Effective verbal and written communication skills, proper phone and email etiquette
  • Good interpersonal and relationship-building skills, excellent customer service skills
  • Basic knowledge of math, cashiering, balancing, debits, credits, bank products, and/or banking.
  • Must have solid balancing and customer service skills.
  • Ability to cross-sell bank products based on clients' needs.

15. BA in Human Resources with 4 years of Experience

  • Experience in retail banking
  • Experience in customer service
  • Experience in financial services or banking
  • Proficiency in MS Office, including Outlook, Excel, and Word
  • Knowledge of ClearTouch, OnBase, various government and investor software/web portals
  • Close attention to clients to fully understand their needs.
  • Be respectful and open-minded at all times.
  • Be able to stay focused, even under pressure.

16. BS in Risk Management with 3 years of Experience

  • Knowledge of bank deposits, services, and regulatory requirements
  • Good customer service skills, both verbal and written
  • Ability to understand and explain digital tools, for example, how to enroll in online banking, how to pay bills online, and how to make remote deposits
  • Ability to build relationships and work collaboratively
  • Strong problem-solving skills
  • Ability to multitask effectively
  • Be able to quickly size up a situation and adapt accordingly.

17. BA in International Relations with 2 years of Experience

  • Previous cash handling experience
  • Previous customer service experience
  • Excellent customer service skills
  • Excellent oral and written communication skills
  • Ability to exercise sound business judgment
  • Proficient computer skills
  • Ability to handle multiple tasks with attention to detail
  • Flexible, able to adapt to change
  • Be able to stand for extended periods of time and lift objects to 30 pounds

18. BS in Computer Science with 3 years of Experience

  • Experience in a client service-facing role
  • Good cash handling experience
  • Excellent communication and interpersonal skills
  • General understanding of PC with Windows-based applications and a calculator
  • Ability to work branch hours to include weekends and occasional evenings
  • Ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, and frequent forward reach
Relevant Information
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