PT Teller

Responsibilities & Duties

• Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and money orders.
• Possess basic math and computer skills.
• Assist members in opening new accounts and verify information with outside services as required, ensuring eligibility for membership.
• Navigate Microsoft Office applications and the Episys Core System.
• Post routine transactions to the computer system independently, determining authorization for transactions on member accounts.
• Examine checks for endorsements and negotiability, placing appropriate holds as needed.
• Provide members with proper receipts for their transactions.
• Understand and cross-sell all services offered by the credit union.
• Process stop payments on share drafts, ACH, and bill payments.
• Provide members with account status, including current balances, loan payoffs, and account history.
• Accurately complete forms such as card orders, reloads, travel cards, card/check pick-ups, card disputes, and order checks via the core.
• Balance daily transactions quickly and accurately throughout the day and during closing, adhering to cash drawer limits.
• Demonstrate dependability and ability to work as part of a team.
• Scan member checks through ITC.
• Provide member phone, online chat, and email support.
• Accurately perform Shared Branching transactions, reviewing documentation for accuracy and completeness.
• Find dividend rates on deposit accounts; direct members to branch locations, business hours, and telephone numbers; navigate the SCCU website and assist members.
• Courteously respond to member requests and complaints, directing them to the appropriate person if needed.
• Participate in and promote the credit union movement.
• Complete any additional duties assigned by management necessary for the promotion and continuance of the credit union.