Teller, Finance & Banking

What will you do?

• Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders and cash advances.
• Responsible for balancing each day’s transactions and verifies cash totals.
• Establishes and builds member relationships by identifying members’ needs and educating them about specific products and/or services. Enthusiastically cross-sells Credit Union services.
• Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance.
• Certified Tellers should be able to resolve more complex member transactions independently, refer members, as necessary.
• Responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions, and self-serve channels.
• Actively promotes and cross sells digital services to members and serves as a digital services expert in the branch.
• Performs various clerical functions and assists other Service Representatives with duties as required.
• Serves members promptly and professionally.
• Ability to attain expected baselines in sales, volume, and service is expected to support branch goals.

1. Assumes responsibility for the efficient, effective, and accurate performance of teller functions

2. Assumes responsibility for the effective and professional performance of member service functions through sales and service.

3. Assumes responsibility to act as a branch expert for electronic services.