Part Time Teller

About the Role

Perform transactional duties to serve members by receiving or paying out funds with the highest accuracy, maintain accurate transactional records, provide cash receipt, account, and payment services in accordance with credit union policies and procedures, and cross‑sell and promote credit union products and services.

Responsibilities

• Deliver member service excellence, greeting and welcoming members courteously and professionally, and providing prompt, accurate, and efficient member transactions.
• Provide account services: receive deposits and loan payments, cash checks, process withdrawals, verify signatures and member balances, record night and mail deposits, sell cashier’s checks and money orders.
• Verify amounts, examine share drafts/checks for proper endorsement, and ensure accuracy when entering deposits into computer records.
• Cash share drafts/checks, process withdrawals, and redeem savings bonds.
• Accept check copy requests and check order requests from members.
• Process all member requests, including wire transfers, address changes, stop payments, and cash advances.
• Maintain up‑to‑date, comprehensive knowledge of all credit union products and services handled or promoted by tellers.
• Promote credit union services such as electronic services, debit and credit cards, money orders, and safe deposit boxes.
• Cross‑sell credit union products by answering inquiries, informing customers of new services and promotions, ascertaining member needs, and directing members to a branch representative.
• Balance cash drawer at the end of the shift, compare totals to computer‑generated balance sheet, research and resolve discrepancies, and report any discrepancy to the supervisor.
• Scan daily work and perform other teller functions as needed, assisting others to complete tasks and work assignments.
• Ensure teller station is properly stocked with forms, supplies, brochures, etc.
• Serve in a dual‑control role when needed.
• Maintain accurate data entry for member records, maintenance, and transactions; locate and correct errors.
• Adhere to security, internal control procedures, policies, mandatory training, compliance, product, and credit union training.
• Maintain up‑to‑date knowledge of related policies, procedures, rules, regulations, and robbery procedures.
• Demonstrate understanding of and follow requirements of regulatory compliance, including Bank Secrecy Act (BSA), Anti‑Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), and Member Due Diligence (MDD) as they relate to job functions.
• Complete BSA/AML compliance training annually.
• Perform all other duties as assigned.

Relationships and Contacts

• Supervise: None
• Reports To: Branch Manager or Teller Manager, where applicable
• Contacts: Frequent face‑to‑face or telephone interaction with members; occasional contact with other departments

Requirements

Education: High school diploma or GED is required.

Experience: Requires communication, mathematical, and general business knowledge or equivalent. Six (6) months of cash handling or cross‑selling experience is preferred. Emphasis on accuracy, speed, customer relations, judgment, reliability, relationship‑building ability, and a highly positive, service‑oriented attitude.

Physical Requirements: Ability to manipulate wrist/hand; remain at workstation for extended periods; lift up to 50 lb; bend, stoop, and reach overhead; close vision for frequent computer monitor and document review; stand for extended periods; may require travel to alternate branch locations as needed.

Mental Requirements: Ability to work independently or with limited supervision, either alone or as part of a team; strong ability to read and follow written and oral instructions; clear speech and logical information delivery; capacity to interact calmly and professionally with diverse personalities and cultures; maintain composure under deadline pressure and extreme accuracy demands; handle multiple, simultaneous, changing priorities; exercise highest level of discretion with confidential matters.

Equipment Requirements: Calculator, copy machine, currency counter, cash dispenser, cash advance terminal, ITM/ATM, and personal computer with Windows environment.