Delavan Teller

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Regular Full-Time Teller Delavan, WI, US

4 days ago Requisition

Job Description

Welcomes members into the branch and provides friendly, helpful service that promotes financial education while using expert knowledge in deposit and convenient services products to process a variety of financial inquiries accurately and efficiently, account openings, service requests, and transactions. Secures credit union assets, balances transactions, and completes necessary reports.

• Provides friendly, helpful service that promotes financial discipline through:
  • Preparing for daily interactions with a professional image and an organized workstation.
  • Maintaining knowledge of BHCCU products and processes.
  • Proactively greeting members with a smile, handshake, introductions, and full attention.
  • Taking responsibility for waiting members.
  • Understanding the member’s objectives by asking appropriate questions and listening to the member’s responses.
  • Recommending the best solution or guiding the member to the appropriate staff to accomplish the member’s needs and strengthen their financial well‑being.
  • Processing transactions accurately and efficiently.
  • Following up with the member to ensure satisfaction and to provide encouragement.
• Utilizes expert knowledge in deposit and convenient services products to process routine consumer and business financial inquiries, transactions, and service requests including deposits, withdrawals, transfers, and purchase of negotiable instruments.
• Utilizes basic knowledge to identify member needs with loans and investment services and seamlessly refers members to appropriate staff.
• Fulfills member service requests including account maintenance, research, reconciliation, and correction.
• Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities.
• Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Follows processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA). Complete required annual BSA training to ensure you understand your responsibilities that apply to BSA, including:
  • CIP (Customer Identification Program)
  • CTRs (Currency Transaction Reports)
  • SARs (Suspicious Activity Report)
  • OFAC (Office of Foreign Assets Control)
  • Monetary Instruments
• Supports the vision of the Board of Directors and President/CEO by working cooperatively and cohesively on service and operational matters with the Branch Manager, the management teams and fellow employees.
• Performs other duties as assigned, including filling in for other departments as member demand necessitates.

• High School Diploma or GED required.
• Must be at least 18 years of age.
• Previous Teller experience or equivalent experience serving customers preferred. Cash handling experience preferred.
• Pass the pre‑employment drug test and background check.

• Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
• Must possess effective verbal and written communication skills.
• Must have reliable attendance.
• Must possess good judgment.
• Must possess basic math skills.
• Project a professional image.
• Ability to multitask and prioritize.
• Pass the pre‑employment drug test and background check.

• Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).
• Ability to move about and communicate with a diverse membership and employee group.
• Ability to accomplish the described responsibilities using computers and technology.
• Ability…