Teller Specialist

Essential Functions & Responsibilities

• Accurately processes a variety of member transactions including deposits, withdrawals, loan payments, check cashing, and account inquiries; ensures proper documentation, and balances work and cash daily.
• Affords assistance with training, mentoring, and providing guidance to Teller staff on procedures, service skills, and compliance; supports daily setup and assigns operational responsibilities under the direction of the Teller Manager.
• Performs operational support tasks such as transaction overrides, vault management, ATM balancing, and balances Cash Recyclers; opens and closes the branch as needed.
• Manages branch currency orders and inventory; serves as Vault Teller on a rotating basis after certification.
• Ensures adherence to branch security and compliance practices including workstation and member data security, cash handling policies, and regulatory guidelines.
• Participates in sales and service campaigns; actively cross-sells products, uses in-branch coaching tools, and refers members to specialized services.

Knowledge and Skills

• Experience: Minimum one year of teller or cash-handling experience required; two or more years preferred. Previous experience mentoring or training team members is a plus.
• Education: High school diploma or equivalent required.
• Interpersonal Skills: Strong communication and interpersonal skills. Demonstrated ability to lead by example, support team collaboration, and maintain professionalism in member interactions.
• Technical/Other Skills: Proficiency in Microsoft Office Suite and credit union software systems. Familiarity with cash recyclers, vault controls, and teller line operations. Detail-oriented and able to handle a high volume of transactions efficiently and accurately.