Teller, Finance & Banking

Description

Under the general supervision of the Branch Manager, Asst. Branch Manager and Teller Supervisor, performs a wide variety of member initiated transactional services and related tasks.

• Process cash and check deposits and withdrawals for personal and business accounts;
  Cash and deposit checks according to Funds Availability Policy;
  Sell cashier’s checks, apply safe deposit, loan, and mortgage payments;
  Process transactions/updates for dormant accounts. Provide overrides within assigned Teller Authority limit.
• Prove cash drawer;
  Balance daily work ensuring that checks received, checks disbursed and GL transactions are in balance; scan checks. Assist in balancing branch totals at end of day, completing all documentation, processing, and reports;
  Assist with coin machine and ATM.
• Access electronic records; access email daily for e-communication;
  Assure proper maintenance, cleanliness, and security of work area, desks, and equipment.
• Ensure confidentiality of member transactions;
  Follow regulatory compliance procedures including, but not limited to, BSA, Robbery and Security, Privacy, Check 21;
  Follow all CU policies and procedures;
  Observe security and regulatory procedures.
• Continually expand knowledge of all CU products and services.
• Maintain knowledge of member services in area of responsibility;
  Assist members with general Credit Union information regarding savings and loan products.
• Cross-sell Credit Union retail services and products to members and non-members.
• Complete change of address; CD change of term, inform members of documentation needed for other account changes; open new share accounts; maintain access to electronic services; obtain signature cards and complete all documentation in accordance with Credit Union policy;
  Complete and process all stop payments; create and make changes to share transfers, place check orders and issue temporary checks.
• Provide members with access to safe deposit boxes.
• Perform additional duties as assigned.

• Maintains a required level of quality and quantity of work.
• Works within procedural limits of position.
• Ensures proper documentation and reporting in accordance with regulatory compliance.
• Tenured tellers may assist in the training of new tellers.
• Continue education when necessary.
• Performs related member services and clerical work as required or assigned.
• Ensures credit union confidentiality.

• Hand dexterity required to operate computer terminal and/or related equipment.
• Eye coordination required to operate computer/teller terminal.
• Sitting at desk or computer workstation for periods of time.
• Travels to Credit Union facilities/locations as required.
• Lifts books, ledgers, records, etc.
• Moves around credit union between levels or floors while performing duties.
• Bending and stretching in work area and vault area.
• Stands for periods of time at workstation.
• Speaks and listens to members and explains credit union services.
• Lifts cash/coin bags, cash drawers.

This position description covers the more prominent duties performed and is not limited to other work duties that may be assigned.