Teller - Branch Float- Coloma

About the role

The Teller is responsible for providing quality member service, accepting and accurately processing counter transactions, and meeting established sales referral goals for Credit Union products.

Responsibilities

• Complete members' transactions at the teller window with accuracy, timeliness, courtesy, confidentiality and professionalism. Time: 40%
• Meet established sales referral goals as assigned by the Branch Manager. Time: 35%
• Open and close the branch and perform general account maintenance. Maintain and balance cash drawer, operate cash dispense machine, buy and sell cash to the vault, verify cash and keep cash in an orderly manner. Time: 25%

Qualifications

Education

• High school diploma or equivalent.

Experience

• Minimum of one year cash handling preferred.
• Minimum of one year customer service experience required.
• Sales or referral experience with proven results.

Knowledge, Skills and Abilities

• Honesty and integrity.
• Basic knowledge of math; working knowledge of ten‑key calculator, computer keyboard, and software such as Microsoft Word, Outlook and Internet.
• Ability to interact with members in a positive, professional manner and a strong commitment to quality customer service.
• Ability to engage members in conversations to increase product penetration.
• Self‑motivated with demonstrated referral skills.
• Valid driver’s license required.
• Knowledge of Credit Union products and services.
• Ability to analyze member accounts to determine needs and understand banking regulations, Credit Union systems and procedures.
• Ability to work under pressure, concentrate in a multitask environment, and maintain a positive attitude and professional image.
• Empathy, patience, and caring when dealing with members.

Required Competencies

• Problem Solving
• Drive for Results
• Time Management
• Dealing with Ambiguity
• Demonstrates Courage
• Interpersonal Savvy
• Customer Focus
• Integrity and Trust
• Self‑Development
• Business Acumen

Tools and Equipment

• General office equipment as needed.
• Computer software and hardware as needed.
• Cash dispense machine.
• Drive‑thru equipment.

Working Relationships

• Daily personal contact with Credit Union members.
• Daily personal, written, and phone contact with Credit Union staff.
• Daily personal, written, and phone contact with Credit Union managers.

Physical Demands

The work involves standing for long periods and mobility throughout the Credit Union. Potential for eyestrain from computer screens. Manual dexterity is critical when handling cash and operating branch equipment. Ability to lift up to 50 pounds (e.g., coin bags) is required. Workload may increase during busy times, leading to higher stress levels.

Working Conditions

Internal: Performed in a climate‑controlled office environment with moderate noise from typical office equipment (computers, telephones, etc.). No known environmental hazards; exposure to extreme heat/cold, poor ventilation, fumes, or gases is very limited. Hours may be unpredictable, with long hours required to meet deadlines or special meetings.

External: The position may require travel to branches within the region. Specific environmental conditions for travel are not provided.