Teller
Palmetto Citizens Federal Credit Union · Lexington, SC · 1 wk 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