Teller
As the face of the credit union, the Teller creates positive member experiences by providing friendly, accurate, and efficient service. Through active listening and a commitment to understanding member needs, the Teller builds lasting relationships and identifies opportunities to enhance members' financial well-being. Success in this role requires strong attention to detail, professionalism, and a dedication to ongoing skill development.
Schedule
Monday - Friday, 8:00 am - 5:00 pm, with occasional Saturdays from 9:00 am - 1:00 pm.
Specific Duties Include
- Processing a wide range of financial transactions, including deposits of cash, coins, checks, and Canadian currency, as well as loan payments and savings bond redemptions.
- Handling various types of withdrawals such as cash advances, foreign currency exchanges, and official checks, while supporting both member and non-member transactions.
- Maintaining a solid understanding of credit union products and services, and responding to member inquiries, explaining account access options, and referring members to appropriate team members.
- Demonstrating a strong commitment to exceeding member expectations and delivering exceptional service.
- Ensuring accurate cash handling and administrative operations, including balancing teller drawers, vaults, ATMs/ITMs, and troubleshooting discrepancies with minimal assistance.
- Overseeing daily cash procedures, performing audits, managing cash shipments, and maintaining compliance with branch cash limits.
- Supporting teller operations by monitoring performance, ordering supplies, and ensuring adherence to operational standards.
- Fostering a positive work environment, assisting colleagues with troubleshooting, and communicating effectively with supervisors in unusual situations.
- Assisting with teller troubleshooting, monitoring adherence to operational standards, and helping with scheduling and new hire training.
- Providing member service across multiple channels, including lobby, drive-thru, phone, and ITM, as well as handling check orders.
- Maintaining smooth daily operations and supporting both staff and members.
- Providing advanced support by assisting with branch needs such as submitting travel strategy requests, coordinating new hire shadowing, and supporting the manager with various tasks.
- Performing other duties as assigned to ensure smooth branch operations and team development.
- Complying with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge And Skills Experience
A minimum of one year up to three years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions. Effective communication skills to accurately and professionally communicate with members and team members. Basic leadership and team building skills. Basic coaching skills.
Other Skills
- Must be at least 18 years of age.
- Favorable Background, Credit, Criminal, Bondability, and Reference Checks required. (Motor Vehicle check dependent on position.)
- Travel to other branches or locations may be required depending on position.
- Attention to Detail; Reliability/Dependability & Trustworthiness; Member Service Contributes to Motivational Climate; Initiative.
- Solid attention to detail and accuracy skills.
- Basic skills in operating computers, keyboard, standard office equipment.
ADA Requirements Physical Requirements
- Perform primarily sedentary work and able to occasionally and/or frequently sit, walk, bend/twist, squat, kneel, reach above shoulders, repetitive motion of hands and fingers, grip, lift/carry up to 25 pounds.
- Must be capable of climbing/descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
- Must be able to stand for long periods of time.
- Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
- Must be able to work extended hours whenever required or requested by management.
- Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
- Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
- Must have visual dexterity of work and colors.
- Must be able to read and carry out various written instructions and follow oral instructions.
- Must be able to speak clearly and deliver information in a logical and understandable sequence.
- Must be able to use basic math skills and spell accurately up to a high school graduate level.
- Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
- Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
- Must be able to effectively handle multiple, simultaneous, and changing priorities.
- Must be capable of exercising highest level of discretion on both internal and external confidential matters.