Teller, Finance & Banking

Schedule

Mon – Sat Flex

This position involves acting as a teller and service representative responsible for a variety of transaction processing, member service, and sales activities, including deposit, withdrawal, loan payments, and digital banking solutions.

• Assumes responsibility for the efficient, accurate performance of teller functions.
• Ensures teller functions are correctly performed and comply with policies and procedures.
• Maintains privacy of member account information.
• Performs a wide variety of paying and receiving functions both in person and via mail; receives share deposits and loan payments, prepares receipts.
• Processes transfers, cash advances, traveler’s checks, cashier’s checks, and money orders.
• Disburses cash or checks for share withdrawals.
• Processes and posts CD, HSA, and IRA accounts.
• Verifies transactions, monitors deposits, examines documents for endorsement and negotiability, and resolves discrepancies promptly.
• Assesses risk of negotiable items (checks, drafts, wires, cash withdrawals) within authority limits.
• Balances daily transactions, verifies cash totals, and resolves out-of-balance conditions.
• Provides override functions for other tellers within defined authority limits.
• Performs member service and sales functions in accordance with policies.
• Maintains the Credit Union's professional reputation.
• Maximizes product penetration by identifying member needs and cross‑sell opportunities for checking, certificates, core deposits, and other AFCU products to meet sales goals.
• Actively cross‑sell services, record referrals, and support new member onboarding.
• Handles complex transactions and account problems within authority limits, referring members as needed.
• Responds to member inquiries across all channels professionally, using effective sales and service techniques.
• Opens and closes accounts, processes stop‑payments, and corresponds with members regarding claims.
• Resolves transaction corrections timely, performs file maintenance and account changes requested by members.
• Acts as a branch expert on electronic services and promotes digital solutions.
• Assists with machine maintenance, video equipment, online banking issues, and self‑assist operations.
• Maintains coordination with area personnel and management.
• Provides guidance to junior teller service reps as directed.
• Keeps supervisor informed of activities and significant concerns.
• Implements individual 90‑day sales action plans to meet branch and sales goals.
• Participates in trainings, meetings, sales huddles, and focus activities.
• Performs related clerical and receptionist duties as required.
• Adheres to safety, security, and audit procedures.

• Member focus and service quality.
• Teller statistical record and performance score.
• Attendance and punctuality.
• Job knowledge.
• Professionalism and appearance.
• Teamwork and cooperation.
• Sales performance.
• Core values and code of conduct.

• High school graduate or equivalent.

• None.
• Previous retail sales or similar financial institution 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.
• Operational proficiency with computer software, 10‑key, currency and coin counters, cash machines, self‑assist machines, video, iPad, and telephone.