About This Role
This role is responsible for accurately processing financial transactions and assisting members in various capacities, including the lobby, drive-thru, and by telephone. The Teller provides friendly, professional, and confidential service, ensuring a positive experience and minimizing wait times for members.
Responsibilities
- Demonstrate efficiency with financial transactions for checking, savings, and loan members, including receiving funds, posting transactions, and processing withdrawals
- Process redemption for bonds as needed
- Verbally confirm intended transactions with members to assure needs are met and minimize errors
- Process transactions effectively to ensure minimal errors are made
- Balance cash drawer daily to assure accuracy in transactions and notify supervisor regarding any outages
- Follow established procedures with regards to accepting, determining appropriate holds, and negotiating checks on member accounts
- Effectively process shared branching transactions according to Shared Branching Operating Rules and Regulations
- Adhere to service standard expectations by exceeding established sales and service goals monthly
- Identify cross-sell opportunities through engaging in conversation with members to determine product and service needs
- Assist other departments and branches with transactions as needed
- Provide support for branch managers with staffing needs and fulfilling member requests
- Assist with member care center calls as needed
- Create and maintain a clean, neat, and professional work environment
- Maintain a positive outlook and behavior toward members and team members
- Comply with all company policies, procedures, and service standards
- Comply with all applicable laws and regulations
- Perform all other job responsibilities as assigned by management
Requirements
- Six months of customer service and/or cash handling experience
- High school degree or GED required
- Significant level of trust and diplomacy to be an effective subject matter expert
- Ability to communicate information of a sensitive and/or highly confidential nature
- Ability to develop and foster strong working relationships with team members and members
- Incorporate core values into daily activities and decisions
- Must be bondable
- Good written and oral communication skills
- Time management skills
- Ability to prioritize and multitask
- Logic and reasoning skills
- Attention to detail
- Microsoft Office proficiency
Important Details
