Teller Trainee

Mon – Sat Flex

This position will train at the Rexburg Branch until the Ammon Branch is open.

What will you do?

• Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders and cash advances.
• Responsible for balancing each day’s transactions and verifies cash totals.
• Establishes and builds member relationships by identifying members’ needs and educating them about specific products and/or services. Enthusiastically cross-sells Credit Union services.
• Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance.
• Certified Tellers should be able to resolve more complex member transactions independently, refer members, as necessary.
• Responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions, and self-serve channels.
• Actively promotes and cross sells digital services to members and serves as a digital services expert in the branch.
• Performs various clerical functions and assists other Service Representatives with duties as required.
• Serves members promptly and professionally.
• Ability to attain expected baselines in sales, volume, and service is expected to support branch goals.

1. Assumes responsibility for the efficient, effective, and accurate performance of teller functions

• a. Ensures teller functions are correctly performed and are in accordance with established policies and procedures.
• b. Maintains privacy of member account information.
• c. Performs a wide variety of teller paying and receiving functions both “in person” and processes “bank by mail” transactions. Receives share deposits and loan payments. Prepares proper receipts.
• d. Processes transfers, cash advances, traveler’s checks, cashiers’ checks, and money orders.
• e. Disburses cash or check share withdrawals.
• f. Processes and posts CD, HSA’s and all types of IRA’s.
• g. Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
• h. Makes risk assessments of negotiable items including checks, drafts, wires, and cash withdrawals within assigned limits of authority.
• i. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
• j. Certified Tellers provide “override” function for other Tellers within defined authority limits.

2. Assumes responsibility for the effective and professional performance of member service functions through sales and service.

• a. Performs all Member Service and Sales functions in accordance with established policies and procedures.
• b. Ensures that the Credit Union's professional reputation is maintained and projected.
• c. Maximizes the penetration of Credit Union products and services by identifying members’ needs and additional cross-sell opportunities, such as checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services to meet/exceed established sales and baseline goals.
• d. Actively and professionally cross-sells Credit Union services and records accepted teller referrals. Assists with new member onboarding 2x2’s calls as directed by branch management.
• e. Answers questions and assists members with more complex transactions and account problems providing resolutions within defined authority limits. Refers members to branch leadership as needed.
• f. Responsible for handling member interactions via all channels professionally, while utilizing effective sales and service technics to establish and build…