About This Role
This credit union teller position focuses on providing exceptional front-line service to members by accurately processing financial transactions, responding to account inquiries, and promoting credit union products and services. The role is highly member-facing and essential for delivering a consistent, positive member experience.
Responsibilities
- Provide excellent member service across all interactions, in person and by phone
- Assist members with account inquiries, transaction questions, and general credit union information
- Respond to member concerns with professionalism and escalate issues appropriately
- Promote and cross-sell credit union products and services to support member needs and organizational goals
- Maintain a clean, organized, and professional teller line and work area
- Accurately process member transactions including deposits, withdrawals, loan payments, money orders, gift cards, and cashier’s checks
- Balance and control the teller cash drawer and negotiable items daily
- Examine checks for proper endorsements, negotiability, and signature verification
- Process night drop, mail transactions, and cash advances
- Scan member identification and ensure proper documentation for all transactions
- Maintain the teller policies and procedures manual
- Operate the phone switchboard and route calls appropriately
- Perform daily filing, recordkeeping, and administrative tasks
- Maintain organization of the supply area and ensure adequate materials are available
- Create, mail, and log member loan coupons as needed
- Support branch operations by following established procedures and contributing to a positive team environment
- Maintain knowledge of lending rates, policies, and procedures to answer member questions and accept loan applications
- Gather required documentation, run credit reports, and prepare complete loan files
- Process loans, disburse funds, and manage correspondence with indirect auto dealers
- Serve as backup for releasing liens on paid loans in the Branch Manager’s absence
- Review negative balance reports, determine appropriate actions, and oversee collection efforts on negative accounts
- Comply with all credit union policies, including the Information Technology Usage Policy
- Follow all regulatory requirements, including the Bank Secrecy Act and related financial industry regulations
- Identify and report suspicious activity in accordance with compliance standards
- Uphold security procedures to protect members, staff, and credit union assets
Requirements
- Ability to manage sensitive member information with professionalism and discretion