Teller - Branch Float - Edison Lakes

General Summary

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.

Essential Functions

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

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

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 with ten-key calculator, computer keyboard and computer programs such as Microsoft Word, Outlook and Internet
• Ability to interact with members in a positive, professional manner
• Strong belief in and commitment to quality customer service
• Ability to enjoy dealing with a wide variety of people
• Knowledge of Credit Union products and services
• Ability to engage members in conversations to increase product penetration
• Self-motivated with demonstrated referral skills

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
• Mental Requirements
• Ability to analyze member accounts to determine needs
• Understanding of banking regulations, Credit Union systems and procedures
• Ability to work under pressure
• Proven problem-solving abilities
• Ability to concentrate in a multi-task environment
• Ability to maintain a positive attitude and professional image
• Capable of empathizing with members, being patient and caring

Tools and Equipment

• All available general office equipment as needed
• All available computer software and hardware as needed
• Cash dispense machine
• Drive-thru equipment

Working Relationships/Contacts

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

Physical Demands

• Work involves standing for long periods of time and the need to have mobility throughout the Credit Union
• Potential for eyestrain from reading the computer screen
• Manual dexterity is critical when handling cash and working with Branch Services equipment
• Increased workload during busy times may cause increased stress levels
• Ability to lift 50 pounds needed when lifting coin bags

Working Conditions

• Internal - Work is normally performed in climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited
• No known environmental hazards are encountered in normal performance of duties
• External – This position will require travel to branches with the region