Teller

About the role

The Teller serves as the first point of contact for members, delivering exceptional service while assisting with financial transactions such as deposits, withdrawals, and payments. Our Tellers are responsible for maintaining operational accuracy, promoting Credit Union products and services, and building trust with members through professional, knowledgeable, and personalized service. The Teller demonstrates a commitment to team collaboration, adherence to compliance procedures, and contributes to a positive and productive branch culture.

Responsibilities

• Represents MAX Credit Union with professionalism and integrity by consistently adhering to appearance, attendance, and service standards as outlined in the Personnel Policy Manual.
• Responds to member inquiries regarding accounts and services; listens actively, asks thoughtful questions, and provides clear, accurate information to support informed financial decisions.
• Strives to understand and meet each member's needs by identifying opportunities to educate and refer members to appropriate products, services, or internal experts when necessary.
• Accepts and disburses deposits, payments, and withdrawals with precision and professionalism; places holds and verifies funds in accordance with policy and regulatory requirements.
• Completes teller window functions and reconciliations for cash drawers and vaults.
• Promptsly protects member information by adhering to security procedures and confidentiality protocols.
• Follows check acceptance policies, applies check holds, and reports irregularities promptly.
• Reviews and prepares daily transaction summaries, check batching, and other documentation with accuracy to support audit readiness and minimize errors.
• Maintains a member first mindset. Upholds core values and builds team member and customer relationships.

Requirements

Essential Functions & Responsibilities:

• Represents MAX Credit Union with professionalism and integrity by consistently adhering to appearance, attendance, and service standards as outlined in the Personnel Policy Manual.
• Responds to member inquiries regarding accounts and services; listens actively, asks thoughtful questions, and provides clear, accurate information to support informed financial decisions.
• Strives to understand and meet each member's needs by identifying opportunities to educate and refer members to appropriate products, services, or internal experts when necessary.
• Accepts and disburses deposits, payments, and withdrawals with precision and professionalism; places holds and verifies funds in accordance with policy and regulatory requirements.
• Completes teller window functions and reconciliations for cash drawers and vaults.
• Promptsly protects member information by adhering to security procedures and confidentiality protocols.
• Follows check acceptance policies, applies check holds, and reports irregularities promptly.
• Reviews and prepares daily transaction summaries, check batching, and other documentation with accuracy to support audit readiness and minimize errors.
• Maintains a member first mindset. Upholds core values and builds team member and customer relationships.

Qualifications

Qualifications:

• High school diploma or equivalent.
• Basic computer skills including proficiency with Microsoft Office applications.
• Excellent interpersonal and communication skills.
• Ability to handle multiple tasks and prioritize responsibilities effectively.
• Strong attention to detail and ability to maintain accuracy in data entry and record keeping.
• Knowledge of basic banking principles and practices.
• Experience in a customer service-oriented role is preferred but not required.

Skills

Skills:

• Customer service orientation.
• Attention to detail.
• Problem-solving abilities.
• Adherence to compliance procedures.
• Teamwork and collaboration.

Benefits

We offer a comprehensive benefits package that includes:

• Comprehensive health and dental coverage
• 200% employer 401k match!
• Access to pharmacy and wellness programs
• Supportive work environment with recognition for outstanding service
• and more!

Pay

Competitive salary based on experience and qualifications.

Schedule

Variable schedule to accommodate business needs.