Bilingual Teller

About the role

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work.

Responsibilities

• Assists 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.
• Processes special member requests including account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.
• Concentrates on building financial relationships with members using a consultative approach; discusses special promotions and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments.
• Educates members about Home Banking, E-Services and other products.
• Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members’ needs.
• Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy; seeks recovery of any errors and communicates errors to members whose accounts are affected.
• Opens and/or closes the branch following all applicable procedures and policies.
• Performs miscellaneous duties including mail transactions, night deposits, deposit verifications, filing, updating accounts, etc.
• Keeps 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, coin shipments, etc.
• 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 — 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 — normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union.
• Ability to concentrate and pay close attention to detail for over ninety percent of work time; must be able to closely examine documentation; requires a high degree of accuracy.
• Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors.
• Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations; requires communication/listening skills necessary to effectively cross-sell Credit Union services.
• The Bi-Lingual Teller position requires fluency in both written and oral communication in English and Spanish.

Work Environment & Physical Requirements

• Office environment with moderate level of noise
• Minimal lifting of up to 25 pounds
• Frequent use of telephone, copier, computer, fax machine and other office machines
• Prolonged sitting or standing
• Frequent mental and visual concentration