Assists in supervising and coordinating teller operations at a branch office. Perform member transactions with a high level of accuracy, including but not limited to, receiving and disbursing cash, checks and money orders selling stamps, processing deposits and loan payments according to the members' request and credit union procedures. Identify cross sales opportunities and use Account Cross Sell software for tracking.
Set the example for other Tellers to follow. The goal is to assist members in meeting their financial needs while providing a superior level of member service. Depending on branch needs may provide back up to front desk.
Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested Verbally confirm intended transactions with member to assure needs are met and minimize errors or adjustments Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information Checks member calculations and validates checks and/or counts cash payments Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices and products Issues money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies. Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member requests and merchant verifications Recommend additional products and services which meet the members needs and refer them to the appropriate team member who can fulfill those requests Act as back up supervisor for the teller line and branch operations Assist with on the job training of newly hired tellers Stay up to date with compliance and regulation training requirements