Teller

Position Purpose

SUN is in the people business, and our Tellers serve as the face of the organization to both members and non-members. They deliver extraordinary member service with every transaction and interaction, always maintaining an attitude of service. In this role, Tellers are responsible for processing a variety of financial transactions at the request of members, including deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances. They also balance daily transactions and verify cash totals to ensure accuracy. Additionally, Tellers contribute ideas for process improvements and efficiencies, embrace and support change, collaborate with peers, and actively support SUN’s vision and strategic goals.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions.
• Disburses cash or check share withdrawals in person, by telephone, or by mail.
• Processes transfers.
• Opens and closes computer terminal accounts daily.
• Processes assigned cash and transactions and balances at end of day.
• Receives and processes payroll deduction starts, stops, and increases.
• Verifies transactions; monitors deposit amounts, and examines documents for endorsement and negotiability, detects and resolves discrepances promptly.
• Affords Branch ATM duty.
• Completes Currency Transaction Reports (CTR) when required.
• Completes the Unusual Activity Report Form and provides it to Branch/Assistant Manager for further review when necessary.
• Obtains and records the required information on the sale of monetary instruments for amounts within the required threshold.
• Obtains BSA training annually.
• Operates on-line teller terminal.
• Provides in person, by telephone, or by mail, such information as members may authorize concerning their account status.
• Receives and processes new member accounts and changes to existing accounts.
• Receives and processes changes of name, addresses, and such other account information as needed.
• Maintains confidentiality of all member account information.
• Cross-sells Credit Union services.

Position Requirements

• Education and Experience: High school diploma or equivalent required. One month to twelve months of similar or related experience.
• Key Competencies: Member Focus, Accuracy & Accountability, Problem Solving, Relationship Building, Service Excellence, Technical Skills (Bash mat6h and cash-handling skills with the ability to accurately balance transactions and cash drawers), Ability to operate teller systems and computer terminals used for processing member transactions, Proficiency with Microsoft Office applications, email, and general office technology, Ability to learn and apply credit union policies, procedures, and regulatory requirements, including BSA compliance and transaction monitoring requirements.
• Preferred Qualifications: Prior experience in a teller or financial services role, Cash handling experience preferred, Experience cross-selling or recommending financial products and services to meet member needs.

Requirements, skills, and abilities

• The minimal standards required to successfully perform the positions.
• Additional functions and requirements may be assigned by supervisors as deemed appropriate.
• The organization maintains its status as an at-will employer.
• Employees can be terminated for any reason not prohibited by law.
• Sun Community Federal Credit Union is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We encourage applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or veteran status.