About This Role
This role upholds the Credit Union's mission by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. The Teller receives and processes transactions, requests, and concerns with a focus on quality service and sales, and is responsible for balancing a cash drawer and daily work.
Responsibilities
- Assist members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process transactions, including deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information
- Process special member requests, including account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes
- Build financial relationships with members using a consultative approach
- Discuss special promotions and make member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments
- Educate members about Home Banking, E-Services, and other products
- Promote applicable Credit Union products and services to new and existing members, presenting necessary information suited to members’ needs
- Balance cash drawer and transactions daily in accordance with the Teller Balancing Policy
- Seek recovery of any errors and communicate errors to affected members
- Open and/or close the branch following all applicable procedures and policies
- Perform miscellaneous duties including mail transactions, night deposits, deposit verifications, filing, and updating accounts
- Keep up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings
- May assume responsibility for extra duties related to the branch, including safe deposit box billings, balancing the vault, ordering supplies, and coin shipments
- May assist other departments or branches as needed and when time permits
- May assist in training new employees
- May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed
Requirements
- Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos
- Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education
- Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience
- Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union
