Teller, Finance & Banking

Description

This position is primarily responsible for ensuring delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines; providing timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned; and proactively participating in the referral process while using the “Selling is Telling” philosophy by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Core duties and responsibilities include the following. Other duties may be assigned.

• Performs within company standards, including but not limited to member survey results, balancing performance, meeting cross-sales and referral goals and transaction-volume.
• Maintains a positive, professional attitude and a pleasant tone while dealing with members and co-workers.
• Meets or exceeds minimum Quarterly Score Assessment percentages regarding quality standards.
• Takes ownership of member requests and questions following up for resolution as a training opportunity.
• Maintains control of member transactions to ensure the transactions are completed accurately and efficiently with minimal wait time with the use of a transaction ticket for every transaction.
• Reviews staff intranet for updated policy and procedure, forms, and communications suggesting changes to enhance service to members, being especially familiar with the Teller Page.
• Remains current on policies, procedures, systems and services that are offered to provide efficient member service.
• Operates under and enforces credit union policies and guidelines.
• Cross-sells credit union services and products to strengthen member relations with Summit Credit Union in order to achieve and maintains minimum monthly referral goals.
• Maintains a working knowledge of work tools and systems.
• Maintains a neat, well organized and stocked station.
• Reports equipment malfunctions to branch manager to communicate to Information Technology (IT).
• Assists with special projects when requested.
• Provides professional member service, which includes but is not limited to:
• Performs accurate transactions
• Greets the member, smiles, using the members’ name during the transaction
• Thanking each member for his or her business
• Offering a product or service that would help their financial well being
• Refers members to other branch personnel as needed.
• Performs the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifies cash, endorsements, IDs and signatures.
• Cashes checks within limits and obtains further authorization when necessary.
• Issues cashier checks and redeems savings bonds.
• Prepares individual daily balance of teller cash transactions as well as other reports as necessary.
• Performs more complex transactions (with assistance as necessary).
• Handles proportionate volume of work based on branch demands.

SUPERVISORY RESPONSIBILITIES:

This job has no supervisory responsibilities.

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies:

Intellectual

• Problem Solving
  - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Interpersonal

• Member Service
  - Manages difficult or emotional member situations; responds promptly to member needs; solicits member feedback to improve service; responds to requests for service and assistance; meets commitments.
• Interpersonal Skills
  - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control.
• Oral Communication – Speaks clearly and…