Southern Colorado Area - Teller Lead

At Blue, we discover pathways to realize your possibilities. A teller within the credit union plays a vital role in the member experience and is generally the most frequent point of contact as you process and assist with transactions, while complying with all policies, procedures, and regulatory banking requirements. The teller will be involved and accountable for helping the credit union maximize growth, revenues, and member satisfaction consistently across the footprint designing robust experience centers exceeding member expectations by engaging in proactive and authentic ways. This position also focuses on:

• Be an educator of the credit union products and services, and build, retain collaborative relationships supporting the member base. Demonstrate ability to make connections and act in a proactive way with the member base. Promptly, accurately and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing , cash advances, loan payments, transfers, wire transfers, official checks , money orders, other negotiable instruments and necessary general ledger postings according to policies, procedures , and standards. Accurately complete Currency Transaction Reports (CTR's) and Suspicious Activity Reports (SAR's) when needed. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality, and manage risk appropriately.

• Operate in an organized, detail-oriented fashion performing operational tasks while responding promptly to member inquiries and requests demonstrating accuracy and commitment to the member base.

• Maintains balances and verifies cash drawer denominations and totals throughout shift and at end of shift. Researches and tries to resolve disc repa ncies. Reports any discrepancy to the manager or appointed staff member on duty. Completes required teller reports and end of shift work.

• Assists with branch teller duties to include but not limited to ATM and night drop transactions, verifying cash/coin shipments, balancing cash machine and vaults, and performing opening and closing procedures adhering to security procedures and internal controls. Scans/emails any necessary documents to appropriate departments.

• Maintains a thorough knowledge of the features and benefits of all Credit Union products and services in order to deepen member relationships. Identifies and recommends products/services best suited for potential and existing members and refers to appropriate staff.

• Listens and responds to members· situations or complaints utilizing credit union service skills; offers solutions and if unable to resolve guides members to the appropriate staff or management for assistance.

• Completes all required quarterly/annual product knowledge exams and mandatory trainings. Participates in all Wednesday meetings/meetings and sales & service development activities.

• Provides assistance to the Branch Manager, Assistant Manager, and Lead Teller on an as needed basis filling in at the branch where needed or at other branches for peak coverage, shortages, or vacations.

• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Follows established company policies and procedures, including but not limited to: Sarbanes Oxley controls, Business Ethics and Standard of Conduct, Electronic Communications, Confidentiality and Privacy.

EXPERIENCE: Minimum of 1 year of cash handling experience 1-3 years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization. Displays passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members. Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity.

EDUCATION/CERTIFICATIONS/LICENSES: A high school degree or GED is required.

INTERPERSONAL SKILLS: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

OTHER SKILLS: Strong organizational, analytical and problem-solving skills. PC proficient, including Microsoft Office (Word, Exe el, Outlook) and the Internet. Excellent communication skills . Good math Skills. Must possess a service orientation and be willing to sell products and services. Ability to function in a financial institution branch environment and operate business equipment including adding machine, copy/fax machine, telephone, computer, coin machine and cash counter.

Starting Wage: $17.95 - $20.20

Full Wage Range for Position: $17.95 - $26.92

• Position will also include bonus and incentive opportunities

Education

• High School or better