Teller, Finance & Banking

Description

Role

Under the direction of the Retail Manager, the Teller conducts basic financial transactions for members of the

Credit Union. The Teller handles routine member transactions, inquiries and resolves simple problems while

maintaining excellent relationships with members, co-workers and management. The Teller is expected to

provide prompt and friendly service, maintain a high degree of proficiency and efficiency in completing

transactions, and be able to refer various products and services to members.

Requirements

Major Duties and Responsibilities

WEIGHT DESCRIPTION ESSENTIAL

50%

Responsible for processing basic teller transactions including deposits, withdrawals,

loan payments, negotiable instruments, transfers, and check cashing. Must be

proficient in various member servicing requests including stop payments,

address/phone number/email updates, check orders, online banking inquiries,

ACH/A2A/AFT Transfers and incoming and outgoing Wire Transfers. Must be able to

conduct such transactions with minimal assistance. Must be proficient in balancing with

minimal errors and unreconciled cash differences. Responsible for handling member

inquiries, whether in-person, via the telephone or email in a timely manner.

25%

Must demonstrate knowledge and understanding of all Credit Union products and

services. Responsible for identifying opportunities and making suggestions/referrals for

additional products/services while conducting member transactions and inquiries.

Major Duties and Responsibilities

Balanced Comp 2 Teller | 06/04/2025

WEIGHT DESCRIPTION ESSENTIAL

10%

Must demonstrate understanding of various consumer regulations governing member

accounts and transactions, including but not limited to the Credit Union's Privacy Policy,

Funds Availability Policy, OFAC, the Patriot Act and the Bank Secrecy Act. Must be

to properly complete a Currency Transaction Report with minimal or no errors. Must be

able to identify behaviors or activities that are suspicious in nature and take

appropriate action to prevent loss to the Credit Union and/or the Member. Must be

able to recognize those transactions that may require a Hold, must be able to place the

Hold and provide appropriate notice to the Member.

10% Responsible for completing necessary training to advance to Member Advisor Position

within six to twelve months.

5% Other duties or projects as assigned by the Retail Manager.

Knowledge and Skills

EXPERIENCE

One to Three years cash handling experience required. Previous experience in sales or as a a Teller in a Bank or

Credit Union preferred, but not required.

EDUCATION/CERTIFICATIONS/LICENSES

High School Diploma or equivalent.

INTERPERSONAL SKILLS

Must demonstrate exceptional interpersonal skills with the ability to communicate to members, co-workers

and management.

OTHER SKILLS

Must demonstrate good written and verbal communication skills in order to carry on a conversation with

members. Must demonstrate analytical ability in order to resolve cash differences and resolve simple

problems, both mathematically and conceptually. Must be able to perform basic math calculations. Must

demonstrate organizational skills in order to successfully complete multiple tasks at any given point and time.

Must be able to read, write and speak English. Ability to speak Spanish is a plus, but not required. Must be

proficient in the use of a personal computer, along with spreadsheet and word processing applications. Must

be proficient in the use of office equipment, such as telephone, scanner, fax machine and calculator. Must

demonstrate excellent critical thinking skills. Must be able to work independently and as a member of a

dynamic team. Must demonstrate the ability to be punctual and maintain regular attendance.

ADA Requirements

PHYSICAL REQUIREMENTS

Balanced Comp 3 Teller | 06/04/2025

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential

functions of the position. The physical demands described here are representative of those that must be met

by an employee to successfully perform the essential functions of this job. While performing the duties of this

job, the employee is regularly required to sit, use hands to finger keyboards and keypads, handle or feel

objects, such as currency, tools or controls; talk and hear. The employee frequently is required to reach with

hands and arms. Additionally, the employee is required to stand, walk, stoop or kneel. On occasion, the

employee must lift and/or move up to fifty (50) pounds. Specific vision abilities…