Teller

Responsibilities :

• Demonstrates ownership of transactions processed and provides excellent service with every member interaction.
• Assists members with a variety of transactions including deposits, payments, withdrawals, and transfers. Provides member service in an efficient, accurate, confidential and professional manner.
• Researches and resolves member account issues.
• Maintains thorough documentation for all member transactions as required by credit union policies and procedures.
• Files documents appropriately in compliance with the credit union’s procedures and retention policy.
• Educates members on technologies offered by the credit union such as ATM / ITM functionality, DocuSign, Online Access, Mobile Deposit, Bill Pay, Mobile Wallet, etc.
• Explains the features and benefits of credit union products and services to members and makes recommendations that meet their needs.
• Reviews suspicious or unusual transactions and items. Processes transactions within defined transaction limits.
• Maintains up to date knowledge of security procedures and uses sound judgement to identify and deter potential fraudulent requests.

Adheres strictly to safety and security policies.

• Effectively performs branch or department opening and closing duties as assigned.
• Prepares and balances daily summary for all cash, checks, and other negotiable instruments, if applicable.

Additional Requirements :

• Remains up to date and educated on products, services, and marketing promotions to best match the members’ needs.
• Works with Service Manager to develop and improve member service skills focused on excellent service and value.
• Multi-tasks by working with multiple software programs to accurately complete requests, while communicating with members.
• Meets or exceeds individual key performance indicators (KPIs) and contributes to branch or departmental goals and standards.
• Projects a positive and proactive attitude with members and employees consistent with Credit Union 1’s mission and core values to maintain and contribute to a high level of member service.
• Adheres to the credit union’s dress code policy. Professional appearance is required.
• Performs other duties as assigned.

Qualifications :

• High school graduate or equivalent.
• A minimum of six months of financial institution, cash handling, call center, customer service or sales experience is required.
• Excellent communication skills, with the ability to build relationships with members through all channels.
• Ability to effectively communicate one-on-one and in a group setting.
• Ability to remain calm when helping difficult and / or upset members.
• Must project a positive attitude and proactively evaluate and present credit union products and services that best meet a person’s financial needs.
• Must have strong organizational skills and the ability to adjust priorities to meet deadlines in a fast-paced environment.
• Responsible for abiding by and complying with the policy for compliance with the Bank Secrecy Act and anti-money laundering laws and regulations (BSA / AML) and the policy for compliance with office of foreign asset control laws and regulations (OFAC).

Only applicants who meet the minimum requirements for the position will be considered for an interview. This position is open until filled.

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Last updated : 2024-10-15

Salary : $15 - $20