Teller - Statesville

About the Role

The Teller is responsible for providing quality member service, 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 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 orderly. Time: 25%

Requirements

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

Skills

• Honesty and integrity.
• Basic knowledge of math.
• Working knowledge of ten-key calculator, computer keyboard, and 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.
• Enjoys 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.

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

• General office equipment.
• Computer software and hardware.
• Cash dispense machine.
• Drive-thru equipment.

Working Relationships

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

Physical Demands

• Standing for long periods and mobility throughout the Credit Union.
• Potential for eyestrain from reading computer screens.
• Manual dexterity critical for handling cash and equipment.
• Ability to lift 50 pounds (e.g., coin bags).
• Increased workload during busy times may cause stress.

Working Conditions

• Climate-controlled office environment with moderate noise levels.
• Limited exposure to extreme heat/cold, poor ventilation, fumes, or gases.
• Unpredictable work hours; may require long hours for deadlines or meetings.
• Some travel to branches may be required.