About This Role
The Teller is the first point of contact for members, providing essential financial services and support. This role involves processing transactions, assisting with account inquiries, and educating members about credit union products that align with their financial needs. It suits an individual who can provide exceptional service and contribute to member satisfaction.
Responsibilities
- Provide account services to members in a friendly, professional, accurate, and timely manner
- Receive, process, and record financial transactions, including deposits, withdrawals, check cashing, and loan payments
- Handle night deposits, cashier’s checks, money orders, and savings bonds
- Follow transactional guidelines to safeguard members and the credit union while processing account-related requests
- Reconcile cash drawers by properly using cash handling equipment, following balancing procedures
- Securely maintain cash and currency supplies, counting and packaging currency and coins
- Process excess cash and mutilated currency following standard procedures
- Identify member needs and cross-sell credit union services, including loans, savings plans, and other financial products
- Refer members to Financial Services Officers or other specialists for additional product and service recommendations
- Ensure compliance with internal UK Credit Union policies, procedures, and board-established guidelines
- Adhere to federal, state, and local banking regulations
- Maintain confidentiality of member and employee information
- Assist in resolving member concerns, escalating issues when necessary
Requirements
- High school diploma or equivalent
- Six months of similar or related experience preferred
- Experience in customer service and cash handling preferred
- Strong customer service and communication skills
- Ability to accurately process financial transactions
- Proficiency in financial software and Microsoft Office applications
- Ability to multitask and manage time effectively
- Professionalism in all interactions
- Integrity in decision-making and compliance practices
- Commitment to teamwork and collaboration
- Accountability for meeting performance goals and deadlines
- Adaptability to changing policies and regulatory requirements
Benefits
- Opportunities for professional growth and leadership development
- A chance to make a lasting impact on members and the organization’s future
Important Details
- Physical activities: sitting, standing, walking, occasional lifting (up to 25 pounds), using hands for tasks, reaching with arms, engaging in conversations
