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Form of workJob Description
This position is primarily responsible for providing a high level of quality service to every member and associate. A Teller provides members with timely, courteous and professional paying and receiving services, as well as responding to their needs in person. Develops a basic knowledge base of all Credit Union products, services and programs. Promotes the cross-sales and referral process.
Adheres to all Credit Union policies and procedures, demonstrating sound judgement within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an accurate and efficient manner. Demonstrates teamwork through positive
interaction and cooperation with fellow associates, members of management and other departments. Supports and promotes the Credit Union's Vision, Mission and Core Values.
Primary Responsibilities- Welcomes and serves members in a friendly and courteous manner, thanking the member for their business and using the member's name during the transaction.
- Performs various paying and receiving functions including checks, deposits, withdrawals, loan and credit card payments, cash advances, and cashier's checks and money orders.
- Assists with processing mail, ATM, and night depository deposits (if applicable).
- Balances cash drawer daily within specified guidelines.
- Assists with the daily opening and closing of the main vault and branch.
- Completes all transactions with a high level of accuracy and attention to detail.
- Complies with member identification procedures.
- Understands and adheres to established teller policies, procedures and practices.
- Processes transactions within assigned limits, obtaining further authorization when necessary.
- Ensures compliance with all applicable regulatory requirements.
- Assists members with basic account inquiries and requests.
- Exercises discretion when dealing with confidential information.
- Develops working knowledge of Credit Union and branch operations.
- Identifies opportunities and actively refers members to appropriate personnel.
- Promotes and cross-sells basic Credit Union products and services as appropriate.
- Cooperates with other associates to ensure the smooth and efficient delivery of information.
- Performs such duties as may be required from time to time for the overall management and operation of the Credit Union.
Additional Responsibilities
- Provides basic member services including checkbook orders, stop payments, etc.
- Orders debit cards and resolves simple debit card issues.
- Performs basic account maintenance and troubleshooting.
- Answers incoming phone calls and responds to basic member inquiries.
Educational/Experience Requirements
- High school diploma or GED.
- Up to 6 months similar or related experience including customer service and/or cash handling experience.
Qualifications
- Must be able to speak, read, write and understand English.
- Basic clerical skills and knowledge of general office equipment.
- Good mathematical skills and business aptitude.
- Positive, outgoing personality and a "can-do" attitude.
- Strong verbal and written communications skills.
- Good computer skills and the ability to work in Window-based systems/Microsoft applications.
- Bilingual language skills a plus.
- Ability to work various schedules and on Saturdays as needed.
- Ability to travel to other branches as needed.
Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, and see, talk or hear. The associate is frequently required to stand and walk. May be a required to stand for extended periods of time. The associate must regularly lift and/or move 20-35 pounds and occasionally lift and/or move up to 80 pounds.
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