Teller - Plano

About the role

Perform limited transactional duties to serve members by receiving or paying out funds with a high degree of accuracy. Maintain accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.

Responsibilities

• Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient member transactions.
• Process member transactions, including but not limited to deposits, withdrawals, transfers, issuing negotiable items, making loan payments, and check cashing with proper holds where applicable.
• Assist with mail or email transactions, when available.
• Ensure all transactions are within set limits based on your teller level; request assistance from a higher level or your manager teller when applicable.
• Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including security and robbery procedures.
• Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers.
• Actively learn Credit Union products and services in an effort to promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, on-line banking, traveler’s checks, and money orders.
• Balance cash drawer at the end of business day; research and resolve discrepancies; report any discrepancies/outages to the supervisor as necessary.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Check night depository bags and record proper information according to credit union procedures.
• Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position.
• Perform other duties as assigned.

Requirements

• Working knowledge of Credit Union products and services.
• Ability to analyze member accounts and suggest products and services to enhance the member’s financial health.
• Basic computer skills.
• Ability to process transactions accurately and balance a teller drawer daily.
• Education: High-school diploma or equivalent.
• Experience: Minimum 6 months experience in a sales and service environment.

Pay

18.50