Teller

About the role

The starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extend based on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.

Responsibilities

• Absolutely assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
• Represents the Credit Union in a courteous and professional manner in line with the Fortera brand and service standards.
• Accurately processes routine transactions including but not limited to cashing checks, depositing cash and checks, cash and check withdrawals, credit card cash advances, loan payments, check orders, and transfers.
• Receives checks for proper endorsement and negotiability by following credit union check acceptance guidelines.
• Sells money orders, gift cards, and cashiers’ checks.
• Redeems savings bonds, processes wire transfers, and stops payments.
• Maintains knowledge of credit union products and services and educates members on products and services that will benefit the member including remote services such as mobile and online banking, ATMs, and shared branching.
• Processes all transactions efficiently and accurately to maintain a balanced cash drawer by following proper balancing procedures.
• Absolutely assumes responsibility for establishing and maintaining effective, professional business relations with members.
• Ensures that members' requests and questions are promptly resolved.
• Accurately completes account maintenance requests such as contact information changes.
• Ensures that the Credit Union's quality reputation is maintained and projected.
• Absolutely assumes responsibility for establishing and maintaining effective coordination and working relationships with team members and with management.
• Actively works with branch team to provide members an excellent service experience.
• Openly communicates with branch management team any significant problems or concerns.
• Completes required reports and records accurately and promptly.
• Attends and participates in all meetings, trainings, and committees as required.
• Participates in community and civic programs to promote awareness of the Credit Union in the community.
• Absolutely assumes responsibility for related duties as required or assigned.
• Completes drive-up teller and night drop functions as assigned.
• Refers cross-sell opportunities for Credit Union products and services to Member Advisors – i.e., loans, new accounts, etc.
• Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include OFAC, Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot compliance.
• Ensures that work area is clean, secure, and well maintained.
• Performs other duties as assigned by management.
• Works at any Credit Union location required which may include extended hours, holidays, and Saturdays.

Qualifications

• Education/Certification: High school graduate or equivalent.
• Required Knowledge: Basic understanding of Credit Union operations.
• Experience Required: At least six months experience in cash handling, customer service, or retail sales.
• Skills/Abilities: Able to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity; Good interpersonal and oral communication skills; Professional appearance, dress, and attitude; Ability to work in a cooperative manner with others; Good math skills and excellent attention to detail; Ability to operate PC, related software, and standard business equipment; Ability to work independently, or as part of a team, and handle multiple tasks in a fast-paced environment; Ability to work well under pressure while always maintaining a professional image of the Credit Union; Regular and predictable attendance.