Teller, Finance & Banking

Description

Under general supervision, but following established policies and procedures, provides a variety of service functions including processing deposits and withdrawals, loan and credit card payments, and account inquires. Enters transactions into the Credit Union computer based system. Responds to questions and/or provides information upon request from members. Processes requests/transactions as appropriate. Makes referrals to the Member Service team for additional products and services.

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and cashier checks to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
• Cross-sells credit union services.
  
  Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Performs other duties as assigned.

Operations:
Assists in the day-to-day operations of the teller area. Duties include but are not limited to:

• Follows and supports all compliance rules, regulations and policies at the state and federal levels, as well as all Credit Union policies and procedures.

• Adheres to safety and security programs designed to minimize loss relating to fraud and robbery. Follows and contributes to effective Credit Union security by ensuring that negotiable, member information and computer systems are secure at all times.

Service:
Accurately and effectively addresses service needs and/or issues. Duties include but are not limited to:

• Accurately and efficiently processing member transactions including deposits, withdrawals, transfers, loan payments, cash advances, and cashing checks.
• Appropriately addresses and resolves member requests/issues. Escalates issues outside of authority level.
• Follows established quality control practices to ensure error‑free work. Reviews work for accuracy, completeness, and compliance to regulations.
• Educates members on use of Credit Union convenience products including online banking, mobile banking, ATMs, and telephone banking.

• To provide accurate, courteous, friendly, timely and professional service to all members.
• To balance at least 98% of the time, being no more than $1.00 off and with total offages not to exceed $300 in a twelve month period.
• To have no more than one posting error per month.
• To maintain a professional work environment and businesslike appearance.
• Documentation accuracy.

EDUCATION:

A high school education or GED.

EXPERIENCE:

Up to six months of similar or related experience.

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

Ten key calculator and computer keyboard skills. Accurate with numbers and names. Ability to communicate effectively.

Basic computer skills.

Simple math and cash counting.

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the associate is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; and talk or hear. The associate must occasionally lift…