About This Role
This teller position provides high-quality service to members by handling cash transactions, processing payments, and maintaining accurate records. The role involves cross-selling credit union services and assisting members with account inquiries.
Responsibilities
- Represent the credit union in a courteous and professional manner
- Furnish friendly, prompt, efficient, and accurate service in providing information and processing transactions
- Consistently look for ways to help members identify their financial service needs and cross-sell credit union services
- Assist members in person and on the telephone
- Answer questions and explain related departmental policies and use of forms
- Research accounts as necessary to answer questions and resolve problems
- Pay and receive cash, transfer money to and from other accounts
- Receive various payments
- Make transactions as requested through mail and night drop
- Review negotiable instruments to ensure negotiability and accuracy of dollar amounts
- Make appropriate decisions regarding transactions on accounts, following established procedures
- Determine ID requirements, whether to place hold on checks, how to handle warning flags on accounts, etc.
- Record all transactions on teller machine
- Review each transaction for accuracy
- Accurately count all cash and coin paid or received and verify cash received from or sold to vault or other tellers
- Balance all cash on hand daily
- Remain at the credit union after hours when required by the teller supervisor to balance daily activities and totals
- Ensure all cash and coin are secured in accordance with credit union policy when not in use
- Assist when needed with vault in dual control, verifying money from bank
- Assist in dual control with balancing and replenishing and performing routine duties related to ATM machines when needed
- Close member accounts
- Sell instruments such as money orders, cashier's checks, and provide cash advances
- Perform related clerical duties, such as minor typing, filing, sorting, scanning and photocopying
- Comply with all applicable policies, procedures, laws and regulations
- Follow the expectations set in the Member Service Values
- Meet the attendance requirements for the position, which are to be at work, on time, for each scheduled workday
Requirements
- High school diploma or equivalent
- One month to twelve months of applicable cash handling and/or customer service experience