What are the responsibilities and job description for the Teller position at Credit Union of Texas?
Teller - Irving Branch
Position Purpose and Objectives
Currently, we are seeking a Teller who is responsible for accurately and efficiently processing teller transactions. A Teller must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need.
Major Duties and Essential Functions
- To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.
- Process member transaction requests accurately and in an efficient manner.
- Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution.
- Responsible to meet or exceed sales and service goals established by leadership.
- Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA Patriot Act, etc.
- Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
- Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.
- Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items.
Positions directly supervised: N/A
Specific knowledge, skills, and abilities required for this position:
- Must be goal-oriented
- Must be service-oriented
- Problem solving competence with a strong attention to detail
- Must be self-motivated to meet required sales goals
- Must have strong listening skills
- Must have strong written and verbal communication skills
- Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
- Must be a TEAM player and be able to work well in a group setting
Education: High school diploma or General Education Degree (GED)
Experience: Minimum 6 months or more of similar or related experience.
Physical Activities and Requirements of this Position
|
CATEGORY |
DESCRIPTION |
|
Finger Dexterity |
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. |
|
Grasping |
Using fingers and palm on an object. |
|
Talking |
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. |
|
Repetitive Motions |
Movements frequently and regularly required using the wrists, hands, and/or fingers. |
|
Average Hearing |
Able to hear average or normal conversations and receive ordinary information. |
|
Average Visual Abilities |
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. |
|
Sedentary Work |
While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 20 pounds. |
Working Conditions of this Position
|
DESCRIPTION |
|
None. No hazardous or significantly unpleasant conditions. |
Mental Activities and Requirements of this Position
|
Reasoning Ability: The ability to use common sense or logic. |
|
|
|
|
|
Detailed |
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. |
|
Mathematical Ability: The level of ability required to perform math skills and operations. |
|
|
Basic |
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. |
|
Language Ability: The level of ability required to communicate and understand written and oral language. |
|
|
Typical |
Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. |