Teller

About the Role

The Teller I/Teller Float position will perform a variety of financial transactions and recommend additional products and services based upon Member need by utilizing Island Federal Credit Union’s preferred way of selling. This role involves learning routine financial transactions, becoming knowledgeable about the Credit Union’s products and services, and representing the credit union in a positive and professional manner.

Responsibilities

• Learn all aspects of the teller position.
• Evaluate new and existing Member’s accounts while performing transactions and proactively identify each Member’s needs.
• Cross-sell credit union services, deposit, and loan products to provide solutions to Members’ needs and improve their financial well-being.
• Greet Members courteously, professionally, and promptly while providing accurate service.
• Perform transactions including deposits, withdrawals, transfers, cash advances, loan payments, and check cashing.
• Respond professionally to Members' inquiries, requests, or problems.
• Maintain teller drawer cash within appropriate levels.
• Promote, explain, and cross-sell credit union products and services.
• Ensure accuracy and completion of the teller daily proof.
• Maintain confidentiality of all credit union Member and employee-related business.
• Complete and pass BSA Training requirements.
• Process shared branching transactions and inquiries.
• Maintain a neat and orderly work area.
• Process check orders and certificates of deposit.
• Cross-train and learn branch morning work.
• Accommodate a flexible work schedule, including evenings, weekends, and reporting to various in-county (Nassau or Suffolk) locations as directed by management.
• Perform all other duties as assigned.

Requirements

• High school graduate or equivalent.
• Good communication skills.
• Minimum 3 months of customer service experience in a financial institution or retail environment preferred.
• Previous Teller or cash handling experience preferred.

Competencies

• Excellent written and oral communication skills.
• Excellent organizational skills.
• Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
• Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.