Teller, Finance & Banking

Job Summary:

Perform limited transactional duties to serve members by receiving or paying out funds with high degree of accuracy. Maintain accurate transactional records, providing basic cash receipts and payment services in accordance with credit union policies and procedures.

• Build relationships and enhance member experience, respond to member requests in a friendly, helpful and positive manner.
• Process transactions in a prompt, efficient, confidential and accurate manner.
• Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by tellers.
• Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
• Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, online banking, and cashier's checks.
• Balance cash drawer every 2 hours, and end of the shift and compare totaled amounts to computer generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Report malfunctions of teller computers and other equipment used at the teller station.
• Check night depository drop and record proper information according to credit union procedures.
• Process member mail transactions.
• May be assigned to different branches as needed.
• Perform other responsibilities as assigned.

• Professionalism, tact and diplomacy are essential elements of the job. Must be able to collaborate. Social Skills. Problem solving.

• Active listener. Must have excellent and clear communication skills. Must have a strong attention to detail and a strong character. Computer literate.
• Must obtain an internal knowledge of policies and procedures.
• Employees must maintain a professional, courteous, and friendly atmosphere for members and co-workers.
• Must hold a dependable record of attendance.

Southwest Heritage Credit Union is an Equal Opportunity Employer and offers a drug free work environment.

Satisfactory Background check and drug testing a condition of employment.

All SWHCU employees are required to complete and pass mandatory drug and background screening.