Credit Union Teller I

About the role

Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive‑thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

Responsibilities

• 60%: Perform teller transactions accurately and efficiently. Receive and/or disburse funds, post financial transactions and loan payments as requested. Verbally confirm all intended transactions with member to ensure accuracy. Process payments and deposits received by US mail. Disburse Money Orders, Cashier's Checks, and Credit Union Checks according to written procedures. Appropriately follow all HPCU policies and procedures.
• 10%: Create and maintain a clean, neat, and pleasant working environment by maintaining a professional look (i.e., dress code, posture, attitude, etc.), positive outlook and friendly behavior towards members and co‑workers.
• 10%: Maintain up‑to‑date knowledge of teller policies, procedures, functions, and responsibilities and be able to refer to online procedures and relevant regulations.
• 10%: Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
• 10%: Balance cash drawer daily. Notify supervisor immediately of any outages or transaction errors. Appropriately follow all HPCU cash balancing guidelines. Must comply with applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Requirements

Knowledge and Skills Experience: Cash handling and customer service experience is strongly preferred.

Education / Certifications / Licenses: A high school degree or GED is required.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Physical Requirements (ADA):

• Primarily sedentary work with limited physical exertion.
• Regularly lift cash box up to 15 lb and coin bags up to 50 lb on occasion.
• Capable of climbing/descending stairs in an emergency.
• Operate routine office equipment (telephone, copier, facsimile, calculator).
• Stand for long periods; work on a computer 6–8 hours per day when necessary.
• Work extended hours as required or requested by management.
• Regular, reliable, and timely attendance.

Working Conditions: Perform work indoors in a climate‑controlled shared work area with minimal noise.

Mental and Emotional Requirements:

• Perform job functions independently or with limited supervision; work effectively alone or as part of a team.
• Read and follow written and oral instructions; speak clearly and deliver information logically.
• Use basic math skills and spell accurately at a high‑school graduate level.
• Deal calmly and professionally with diverse personalities and demonstrate highest levels of customer service and discretion.
• Maintain composure under stress of deadlines, extreme accuracy, fast pace, and multiple changing priorities.
• Exercise highest level of discretion on internal and external confidential matters.

Pay

$15.93 hr – $19.91 hr