Teller

Description:

POSITION PURPOSE

Our credit union tellers are frontline employees who interact directly with members of our credit union.

They ensure that members are promptly and professionally served. Their primary responsibilities include:

• Cash Handling: Processing various financial transactions, such as deposits, withdrawals, and loan payments. They must accurately count and handle cash, checks, and other financial instruments.
• Member Service: Assisting members with their credit union needs, providing information on account balances, transactions, and credit union products. They also address member inquiries, resolve issues, and ensure a positive member experience.
• Account Management: Assisting members in opening new accounts, updating account information, and closing accounts. They must ensure that all necessary documentation and procedures are followed.
• Verification: Verifying the authenticity of checks, identification, and other documents presented by members. This helps prevent fraudulent activities and ensures compliance with credit union regulations.
• Record Keeping: Maintaining accurate records of transactions, balancing cash drawers at the end of each day. Attention to detail is crucial to ensure accurate financial records.
• Sales: Promoting and cross-selling credit union products and services, such as savings accounts, credit cards, or loans.
• Technology Use: Using various credit union systems and software to process transactions and access member account information. They should be comfortable using computers and other technology.
• Security: Following security protocols to protect the credit union and its members from potential risks.
• Compliance: Credit union tellers must adhere to credit union regulations and policies to ensure legal and ethical practices. This includes understanding and following anti-money laundering (AML) and knowing our member (KYC) procedures.
• Team Collaboration: Working as part of a team, collaborating with other credit unionemployees to provide comprehensive credit union services. Effective communication and teamwork are essential.

Overall, a credit union teller plays a crucial role in providing exceptional member experiences, maintaining financial accuracy, and upholding the credit union's pillars through its policies and procedures.

Requirements:

EDUCATION/CERTIFICATION: High school graduate or equivalent.

EXPERIENCE PREFERRED: Abilities generally acquired on the job. Must be able to follow directions accurately and retain knowledge.

SKILLS/ABILITIES: Excellent communication skills.

Service-oriented, including ability to assist others with a positive attitude.

Able to analyze accounts possessing solid math skills.

Focused and attentive to detail.

Utilize confident decision-making skills.

Well-organized.

Possess strong business acumen and professionalism.

Able to use PC and all related business equipment.