TELLER

About the role

Assist members in a professional, friendly and courteous manner while accurately processing transactions involving the receipt and disbursement of funds, both cash and checks, resulting in proper daily balancing. Consult with members to identify and cross-offer products and services that meet their financial needs.

Responsibilities

• Represent Carolinas Telco FCU in a courteous and professional manner, ensuring the credit union’s reputation is maintained and projected.
• Exhibit the core values of CTFCU in interactions with members and colleagues.
• Accurately process deposits, loan payments, and disburse cash or check withdrawals in person or received by mail, in compliance with credit union policy and federal regulations.
• Detect and resolve discrepancies promptly; verify transactions.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Actively cross-sell credit union products and services.
• Comply with all federal, state, and organizational policies, procedures, and processes, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
• Keep the manager informed of area activities and any significant problems; assist area personnel as required.
• Complete required reports and records accurately and promptly.
• Contribute to overall branch performance.
• Adhere to the credit union’s core values in carrying out Carolinas Telco’s mission and vision.
• Some travel to support other locations may be required.

Performance Expectations

• Teller functions are performed efficiently, effectively, and accurately in accordance with established policies, standards, and security procedures.
• Strive to exceed monthly goals and contribute to overall branch performance.
• Exhibit ongoing commitment to the enactment of organizational core values.
• Develop and maintain good working relationships with others.
• Members' problems or questions are courteously and promptly resolved.
• Management is appropriately informed of area activities.
• Required reports and records are accurate, complete, and timely.

Requirements

• Previous customer service and cash handling experience.
• Demonstrated track record of achieving results.
• Strong attention to detail.
• Ability to excel in a sales and service team environment.