Teller

Job Specifications

Professional, well-developed interpersonal skills essential to deal courteously and effectively with a diverse group of callers and visitors.

Cash handling & Customer Service experience preferred.

Experience at a financial institution preferred.

Work requires knowledge of a multi-line phone system and use of a computer and its programs.

Intermediate mathematical skills required (calculation and concepts involving decimals, percentages, fractions, etc.).

Duties and Responsibilities

• Deliver exceptional member service by identifying financial needs and recommending appropriate credit union products and services.
• Educate members on available financial solutions, including deposit accounts, loans, certificates, IRAs, and other credit union services that support their financial well-being.
• Contribute to branch growth through referrals for loan products, deposit accounts, and additional credit union services.
• Resolve member concerns professionally and efficiently while maintaining a positive member experience.
• Accurately process member transactions, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and other teller transactions.
• Verify member information, signatures, endorsements, balances, and transaction details in accordance with credit union policies and procedures.
• Balance and maintain an accurate cash drawer daily while adhering to all cash handling and balancing standards.
• Detect and prevent fraudulent or suspicious activity by following established security and verification procedures.
• Maintain confidentiality, accountability, and high ethical standards in all member interactions and operational responsibilities.
• Demonstrate professionalism and consistently reflect the credit union’s mission, values, and service standards in all internal and external interactions.
• Collaborate with team members to improve branch operations and enhance the overall member experience.
• Continuously develop knowledge of credit union products, services, policies, and procedures to effectively assist members and identify opportunities to meet their financial needs.
• Participate in community outreach, volunteer opportunities, and promotional activities that support the credit union’s mission and visibility.
• Provide support to other branch locations as needed and maintain flexibility to work at additional branches when required.