Teller, Finance & Banking

Overview

Pay range: $15.50–$20.39 per hour (based on experience; higher rates for certified tellers)

Hours: Full-time, 40 hours per week

Schedule: Monday through Saturday, flexible

• Act as a service representative providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances.
• Balance each day’s transactions and verify cash totals.
• Establish and build member relationships by identifying members’ needs and educating them about specific products and/or services; cross‑sell credit union services enthusiastically.
• Perform a broad variety of member service functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance.
• For certified tellers: resolve more complex member transactions independently and refer members when necessary.
• Assist members via all channels such as phone, mail, text, email, video solutions, and self‑serve channels.
• Actively promote and cross‑sell digital services to members and serve as a digital services expert in the branch.
• Perform various clerical functions and assist other service representatives as required.
• Serve members promptly and professionally.
• Attain expected baselines in sales, volume, and service to support branch goals.
• Perform teller functions consistently and accurately in accordance with established policies and procedures.
• Maintain privacy of member account information.
• Process transfers, cash advances, traveler’s checks, cashier’s checks, money orders, CD, HSA, IRA, and other recognized transactions.
• Verify transactions, monitor deposit amounts and examine documents for endorsement and negotiability; detect and resolve discrepancies promptly.
• Make risk assessments of negotiable items within assigned limits of authority.
• Investigate and resolve out‑of‑balance conditions.
• Override function for other tellers, within defined authority limits.
• Act as a branch expert for electronic services and assist with daily maintenance of self‑assist machines and video equipment.
• Provide member account assistance such as lock‑outs, online banking PIN/password resets, direct deposit, ACH, wire transfers, and other digital service needs.
• Maintain effective coordination and working relationships with area personnel and management.
• Provide guidance to other teller service representatives and trainees as directed.
• Keep supervisor informed of area activities and significant problems or concerns.
• Implement a personal 90‑day sales action plan to meet individual and branch established sales goals.
• Attend and participate in trainings, meetings, branch sales huddles, and focus activities as required.
• Adhere to branch safety, security, and teller audit procedures.

• High school graduate or equivalent.

• None.
• Previous retail sales or similar financial institution work experience preferred.

• Excellent communication skills and willingness to assist others.
• Ability to recognize and offer sales opportunities.
• Professional appearance, dress, and attitude.
• Solid math skills.
• Attention to detail and accuracy.
• Ability to operate related computer software and business equipment including 10‑key, currency and coin counters, cash machines, self‑assist machines, video, iPad, and telephone.