Part Time Teller
Primary Objective
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.
Essential Job Functions
- Deliver member service that exceeds credit union and department standards; greet and welcome members courteously and promptly.
- 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 accurate entry of deposits into computer records.
- Cash share drafts/checks, process withdrawals, and redeem savings bonds.
- Accept check copy and check order requests from members.
- Process member requests such as wire transfers, address changes, stop payments, and cash advances.
- Maintain up‑to‑date knowledge of all credit union products and services handled or promoted by tellers.
- Promote electronic services, debit and credit cards, money orders, and safe‑deposit boxes.
- Cross‑sell products by answering inquiries, informing customers of new services and promotions, assessing member needs, and directing members to branch representatives.
- Balance cash drawer at shift end, compare totals to computer‑generated balance sheet, research and resolve discrepancies, and report any issues to the supervisor.
- Scan daily work, perform additional teller functions as needed, and assist others with tasks and assignments.
- Ensure teller station is stocked with forms, supplies, brochures, etc.
- Serve in a dual‑control role when required.
- 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.
- Stay current on policies, procedures, rules, regulations, and robbery procedures.
- Follow all regulatory compliance requirements, including BSA, AML, OFAC, CIP, and 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, as applicable
- Contacts: Frequent face‑to‑face or telephone interaction with members; occasional contact with other departments.
Requirements
Education: High school diploma or GED required.
Experience: Communication, mathematical, and general business knowledge or equivalent; six (6) months of cash handling or cross‑selling experience preferred. Accuracy, speed, customer relations, judgment, reliability, relationship‑building ability, and a highly positive, service‑oriented attitude are essential.
Physical Requirements: Ability to manipulate wrist/hand, remain at a workstation for extended periods, lift up to 50 lb, bend, stoop, and reach overhead; close vision for computer monitor and document review; may need to stand for extended periods; occasional travel to alternate branch locations.
Mental Requirements: Ability to work independently or with limited supervision, follow written and oral instructions, communicate clearly, handle diverse personalities and cultures, maintain composure under stress and tight deadlines, manage multiple changing priorities, and exercise the highest level of discretion with confidential matters.
Equipment Requirements: Use of calculator, copy machine, currency counter, cash dispenser, cash‑advance terminal, ITM/ATM, and personal computer with Windows environment.