Teller (Bilingual Spanish)

About the role

To serve members with both their transactional needs and digital experiences in the branch atmosphere. Constantly seek opportunities for conversations to uncover financial needs and refer members to the appropriate channels and technology to meet those needs, creating the most efficient and pleasant member experience. Always focus on doing the right thing for the member while participating in a team setting with other individuals who strive to have fun while being professional.

Responsibilities

• Assume responsibility for the efficient, effective, and accurate performance of Teller functions.
• Help control the flow of traffic at the branch while creating a pleasant, welcoming, and secure environment for all who enter.
• Provide world-class service by serving members through financial transactions and guiding them with in-branch technology, including:
  • Processing deposits to share, share draft, and other savings accounts.
  • Monitoring deposit amounts and examining documents for endorsement and negotiability.
  • Disbursing cash or check withdrawals.
  • Providing official checks and credit card advances.
  • Receiving loan payments and service charge payments for services.
  • Processing transfers between accounts as required.
  • Redeeming US Savings Bonds.
  • Processing shared service center transactions.
• Strongly advocate Neighborhood Credit Union’s digital channels while educating members on the ease of utilizing these services.
• Actively market and cross-sell current and new products and services of the credit union, educating members on the features and benefits of new and existing services.
• Be knowledgeable on the functionality of both Interactive Teller Machine and NEXT self-help kiosk technology.
• Assume responsibility for establishing and maintaining effective, professional relationships with members:
  • Ensure members’ requests and questions are promptly resolved.
  • Maintain privacy of member account information.
  • Follow all policies and procedures regulated by the credit union, including guidelines for preventing fraud and robbery, as well as governmental policies and procedures.
• Assume responsibility for establishing and maintaining effective communication and positive working relationships with management and within the organization:
  • Keep Branch Manager informed of any significant problems or concerns.
  • Assist other departments in meeting the needs of members, when necessary.
  • Attend meetings as required.
• Assume responsibility for related duties as required or assigned:
  • Ensure branch supplies are maintained.
  • Perform other functions that might be needed from time to time and assist others to complete tasks and work assignments.
  • Accurately balance transactions at the end of the business day.