SUMMARY:
The Teller will have a primary focus of providing quality service to our members while conducting front-line transactions on the teller line and/or in the drive through. Provide timely and efficient completion of member transactions while maintaining accurate records and thorough proper handling of all monies assigned.
- Receives and processes financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and advances, cash advances, issuing savings/cashier’s checks, and redeeming savings bonds
- Performs a variety of miscellaneous tasks including balancing ATM, executing branch capture, completing branch recap, maintenance of member accounts, processing night depository transactions and acting as the vault teller
- Personally, maintains a balancing record in accordance with the teller balance standards.
- Must be familiar with Credit Union policies and procedures in order to effectively follow security procedures, handle/direct problems, complaints, and special situations
- Initiates conversations with members to uncover their financial needs, cross-sells Credit Union products and services, and makes appropriate referrals to business partners to meet both personal referral goals
- Provides an exceptional member experience with all member interactions
- Responsible for attending applicable training classes and completing computer-based training.
- Ability to work branch hours, which includes weekends and evenings
- Other duties as assigned
- High school diploma and equivalent years of experience
- Minimum experience of 1 year in a financial or retail sales environment that involves cash handling, customer service and sales
- Provide coverage at other branches when necessary and work Saturday rotation schedule
- Attention to detail and basic math skills
- Demonstrate good judgement in order to evaluate identities, accounts, checks, and currency.
- Must possess the ability to apply general rules to specific problems to produce answers that make sense
- Demonstrate interpersonal skills and provide exceptional member experience with all member interactions
- Ability to communicate with members and others at all levels of the Credit Union, in both written and verbal formats
- Working knowledge of Microsoft Word, Excel and Power Point software applications
- Candidates must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.
- Member Focus – builds customer confidence, is committed to increasing customer satisfaction, set achievable customer expectations, assumes responsibility for solving customer problems, ensures commitments to customers are met, solicits opinions and ideas from customers, responds to internal customers
- Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments
- Teamwork - Has good listening skills; interacts with people effectively and builds strong relationships within own team and across groups; is flexible/open-minded; meets deadlines and responsibilities; listens to others and values opinions; helps team leader to meet goals; puts group goals ahead of own goals; promotes a positive team atmosphere. Solicits performance feedback and handles constructive criticism.
- Dependability - Reliable to team and credit union; completes work in a timely and consistent matter; meets commitments; works independently and as part of the greater team; takes personal responsibility for job performance and accepts accountability; handles change; sets personal standards; stays focused under pressure; meets attendance/punctuality requirements.
- Work Standards - Sets and maintains high performance standards; pays close attention to detail, accuracy and completeness of work; is committed to excellence; shows concern for all aspects of the job and follows up on work outputs; looks for improvements continuously and owns/acts on challenges and pro-actively recommends solutions.
- Decision Making/Judgement - Makes sound decisions that impact and support the business, financial or otherwise. Recognizes problems and responds, systematically gathers information, sorts through complex issues, seeks input from others, addresses root cause of issues, makes timely decisions, can make difficult decisions, uses consensus when appropriate, and communicates decisions to others.