Jobs · Finance · South Carolina

Teller

Palmetto Citizens Federal Credit Union · Lexington, SC · 1 mo ago
FinanceFull-time

About the role

The Teller is responsible for delivering accurate, professional, and solution-focused service to members. The role requires maintaining up-to-date knowledge of and adherence to security procedures and internal controls.

Responsibilities

  • Assist members in person and by phone
  • Provide information about credit union products and services
  • Conduct account research
  • Perform necessary file maintenance
  • Assist with payroll and account changes
  • Receive deposits, loan payments, and transfers in person, by phone, or by mail
  • Transact cash or check withdrawals
  • Provide cashier’s checks, money orders, and any other service within their authority
  • Maintain a balanced and secured cash drawer
  • Complete all necessary file maintenance documents
  • Order checks for members, as appropriate
  • Permit availability of funds for checks up to a specified amount without further approval
  • Help members anticipate potential problems, offering suggestions and possible solutions
  • Work with members to resolve potential problems, creating a positive member solution
  • Understand member needs and professionally promote appropriate credit union products and services
  • Acquire and maintain up-to-date knowledge of Palmetto Citizens products
  • Enhance member service usage of Palmetto Citizens products
  • Deliver assistance in a safe and secure manner
  • Know the member and the depth of their relationship
  • Always be professional and pleasant in handling member transactions

Requirements

  • High School Diploma or equivalent
  • 1 year of customer service and/or cash handling experience
  • Excellent communication skills, both verbal and non-verbal

Qualifications

  • Bilingual candidates are a plus

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