Summary: Under close supervision, performs a wide variety of assigned tasks in the Teller department and member service-related functions. Fully embraces and supports our retail environment. Responsible for Bank Secrecy Act, Currency Transaction Reports, Suspicious Activity Reporting, Customer Identification Program, Office of Foreign Asset Control and any additional Compliance issues as it pertains to this job title. Must have a good working relationship with fellow employees, maintain confidentiality, be well organized, flexible, dependable, a self-starter and motivator, maintain a professional attitude and appearance. Must support CCFCU's mission, vision and values through active community involvement initiatives.
Essential Duties and Responsibilities include the following as well as other duties and responsibilities that may be assigned.
Teller (approximately 50% of the time)
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Performs a wide variety of duties related to the handling of member accounts such as but not limited to opening and closing accounts, receiving and disbursing funds, posting ATM and night drop deposits, processing of loan payments, activate ATM cards, Money Orders, printing of statement and check copies, printing of temporary checks, merchant teller transactions, VOD and other duties requested by Supervisor.
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Prepares IRS reports and other reports when necessary (CTR/SAR).
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Balances cash drawer daily assuring throughout the day the daily limit is adhered to and policy and procedures of CCFCU are followed.
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May process ATMs and balances in dual custody.
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Maintains dual control of keys and safeguards keys at all times.
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Follows Retail Branch Coin Policy and prepares coins for pick up. This requires frequent lifting of over 20 lbs.
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Cross-sells other products/services such as, but not limited to: Loans, ATM/Visa Debit cards, Online Banking, Checking, IRA, Certificates and other products and services that are or may become available.
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Full Utilization of Synapsys.
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Assists with overflow of phone calls to the Credit Union to ensure member service standards are met.
Member Services & Sales (approximately 50% of the time)
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Opens accounts assuring that ChexSystems has been completed. Cross sells products/services such as but not limited to, ATM/Visa Debit cards, Online Banking, Mobile App, Checking, IRA, Certificates and other products and Services that are or may become available.
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Perform in house demonstrations or phone directions on how to operate present or new products that CCFCU has to offer.
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Continually keeps informed on all policies and products that CCFCU has established. Ensures all NCUA regulations are followed as directed. Takes advantage of additional learning and PK Meetings for continual education.
Experience and Training: Basic reading, writing, and arithmetic and communication ability. High School graduate or GED. General business, cash handling and customer service experience is necessary. Spanish Bilingual required. Reliable transportation and the ability to travel to different branches in South County required.