Teller, Erie Blvd Branch

DATE: March 13, 2024

STATUS: Full-time / Non-Exempt

REPORTS TO: Branch Manager

LOCATION: Erie Blvd Branch

HOURS: 37.5 hours per week

COMPENSATION: The starting hourly wage for this position is expected to be between $17.00-$18.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law.

SCHEDULE*: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30-4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30

*Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month, with a day off during the week.

Position Overview

The primary function of a Teller is to provide quality member service while processing member transactions accurately and in a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our members’ needs.

Essential Functions

• Represent the Credit Union with a positive, courteous, enthusiastic and professional attitude towards all members, colleagues, management, board members and outside vendors.
• Responsible for performing transactions accurately and efficiently via phone and in person.
• Responsible for balancing daily work.
• Answer inbound teller-line member support phones and process telephone requests.
• Consistently make appropriate and timely suggestions/referrals of products and services to members.
• Make quality referrals to Member Service Specialists for thorough review of features and benefits of products and services.
• Make quality referrals to the Summit Retirement and Investment Services department.
• Meet sales goals as determined by management using CML.
• Adhere to credit union policies and departmental/branch procedures.
• Update and document information learned about members in Contact Event Manager.

Other

• Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.
• Completion of special projects as assigned by the Head Teller or management.
• Assist Head Teller with daily close-out procedures and any other duties as requested.
• Strictly adhere to the established security and regulatory procedures while maintaining security of the work area and member sensitive documents, ensuring that it presents a well maintained, organized and neat appearance.

Qualifications

Education/Experience: An equivalent combination of the following:

• High School Diploma/Equivalency required.
• Minimum six months’ cash handling experience.
• Prior sales experience preferred.

Skills

• Strong math and keyboarding skills required.
• Effective communication skills, including listening skills.
• Excellent interpersonal skills.
• Proficient sales skills, with the ability to recognize opportunities that meet member needs.
• Ability to build member relationships and promote member loyalty.

Working Environment

• Must be able to sit and or stand for an extended period of time in a normal office environment.
• Occasional lifting required.
• Ability to travel to other branch locations for staffing assistance, trainings and meetings as assigned.

EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.