Teller, Finance & Banking

Job Details

• Department: Branch
• FLSA: Non-Exempt
• EEO: Administrative Support Worker
• Salary Grade: 5
• Salary Range: Min: $20.00 Mid: $23.02 Max: $27.63
• Reporting Structure: Branch Manager

At Sun, our people shine brightest. We create a culture of empathy, care, and connection that empowers brighter futures and supports well-being for all. Because when we care, lives change.

SUN is in the people business, and our Tellers serve as the face of the organization to both members and non-members. They deliver extraordinary member service with every transaction and interaction, always maintaining an attitude of service. In this role, Tellers are responsible for processing a variety of financial transactions at the request of members, including deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances.

They also balance daily transactions and verify cash totals to ensure accuracy. Additionally, Tellers contribute ideas for process improvements and efficiencies, embrace and support change, collaborate with peers, and actively support SUN’s vision and strategic goals.

• Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions.
• Disburses cash or check share withdrawals in person, by telephone, or by mail.
• Processes transfers.
• Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.
• Receives and processes payroll deduction starts, stops, and increases.
• Verifies transactions; monitors deposit amounts, and examines documents for endorsement and negotiability, detects and resolves discrepances promptly.
• Completes Currency Transaction Reports (CTR) when required.
• Ensures that a CTR form is sent along with the outgoing wire form to the Accounting Department in the event the transaction involves cash exceeding $10,000.00.
• Completes the Unusual Activity Report Form and provides it to Branch/Assistant Manager for further review when necessary.
• Obtains and records the required information on the sale of monetary instruments for amounts within the required threshold.
• Obtain BSA training annually.
• Operates on-line teller terminal. Provides in person, by telephone, or by mail, such information as members may authorize concerning their account status.
• Receives and processes new member accounts and changes to existing accounts.
• Receives and processes changes of name, addresses, and such other account information as needed.
• Ensures members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.
• Maintains confidentiality of all member account information.
• Cross-sells Credit Union services.

• Education and Experience: High school diploma or equivalent required. One month to twelve months of similar or related experience.
• Member Focus: Delivers extraordinary service during every member interaction, helping position the Credit Union as the most trusted financial institution in the communities we serve.
• Accuracy & Accountability: Performs transactions efficiently and accurately while adhering to established policies, procedures, security standards, and regulatory requirements.
• Problem Solving: Maintains a balanced cash drawer and promptly resolves discrepancies while consistently meeting established balancing standards.
• Relationship Building: Actively develops and deepens relationships with members by identifying needs, recommending appropriate products and services, and enhancing overall “wallet share”.
• Service Excellence: Ensures members consistently experience professional, courteous, and personalized service that reflects the Credit Union’s commitment to member satisfaction.

• Bash mat6h and cash-handling skills with the ability to accurately balance transactions and cash drawers.
• Ability to operate teller systems and computer terminals used for processing member transactions.
• Proficiency with Microsoft Office applications, email, and general…