Bank Teller - Financial Services Associate I - II

Description

I. Essential Duties and Primary Responsibilities:

1. Ability to effectively communicate with a wide range of personality types.
2. Ability to effectively communicate verbally or in writing, and ability to speak and present in an effective manner.
3. Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
4. Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels.
5. Must participate in activities as assigned by Branch Vice President and/or Operations Managers to achieve branch and/or individual sales goals. Includes telemarketing, in-branch promos, cross-selling and up-selling.
6. Ability to perform accurate complex input/output functions on the credit union computer systems that relates to account, loan, and general ledger postings.
7. Provide members with general and specific new account and/or loan information.
8. Evaluate new account/loan request, using all sources available, such as ChexSystems and credit reports.
9. Interview new account/loan applicant to determine the nature of the new account/loan request.
10. Assure completeness and accuracy of all new accounts and loan applications.  Evaluate and submit recommendations to clarify forms and/or processes and/or improve efficiency.
11. Open intermediate new accounts such as Individual, Joint, Minor, Business, and CUTMA as needed.
12. Accept and review all loan product applications for submission to lending department.
13. Accept and review all real estate loan applications for submission to real estate department.
14. Accept and process basic IRA transactions.
15. Coordinate with Branch Vice President to promote and meet all assigned sales goals.  Take active leadership role in promotions and sales training activities.
16. Successful completion of FSA, I and II required training courses per the Career Path Program or as specified by SVP/RVP.
17. Must be able to travel and work at other branches as business needs dictate, sometimes on short notice.
18. Must be able to travel to different locations to attend training classes.
19. Must at all times, demonstrate cooperative behavior with colleagues and supervisors.
20. Provide accurate, prompt, courteous and efficient service to credit union members.
21. Maintain a satisfactory performance record; including balancing, attendance, and sales referrals.
22. Performance of daily duties in compliance with established policies, procedures, and guidelines.
23. Inform members about additional credit union products and services.
24. Must achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals.
25. Maintain security of all cash, deposited items, and negotiable instruments.
26. Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script.
27. Must ensure that each interaction with members and co-workers is polite, professional, and respectful at all times.
28. Successful completion of FSA I required training courses per the Training Development Department or as specified by SVP/RVP.
29. Additional duties as assigned.

II. Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Continuous standing or sitting for up to 8 hours per day.
2. Reach across the teller station counter to comfortably count out/hand cash to members
3. Intermittent bending, squatting and walking.
4. Lifting up to 25 pounds.

Qualifications

III. Qualifications

The position qualifications are as follows:

1. High school diploma or equivalent is required.
2. Must be familiar with basic computer functions and programs.
3. Previous cash handling experience and working knowledge of Microsoft Office programs preferred.
4. Successful completion of required training courses per the Career Path Program.
5. Required training courses must be completed within specified training period or as scheduled by SVP/RVP.

Starting pay is $19.56 - $23.00 an hour depending on experience along with a great choice of benefits for full-time and part-time employees. 

THE PRECEDING LIST OF PRIMARY FUNCTIONS AND DUTIES DOES NOT INCLUDE ALL TASKS AND RESPONSIBILITIES THAT MAY BE REQUIRED WITH THIS POSITION.  ADDITIONAL TASKS MAY BE ASSIGNED AS DEPARTMENT OR OPERATIONAL NEEDS REQUIRE.