TELLER I

Purpose

Receive and process member’s financial transactions and record via an online computer terminal. Adhere to the GUEST Model for sales and service at all times. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.

Essential Functions & Responsibilities

• Receives checks and cash for deposit; verify deposit amount, examine checks for endorsement and negotiability.
• Cashes checks and provides cash from shares and share draft withdrawals, verify signature, account numbers, and account balances.
• Processes transactions of IRA deposit and withdrawals.
• Receives loan payments; verify payments equal amount due, collect late charges if applicable.
• Sells, collects, and balances fees on money orders, official checks.
• Balances cash drawer at designated balancing times by counting cash in drawer, balancing checks, and making settlement of the day’s activities.
• Receives and verify cash shipments.
• Assists with end of day balancing procedures.
• Performs VISA cash advances.
• Completes various forms and collects proper fees.
• Creates, closes, or reorders ATM/Visa Debit cards.
• Processes night drop transactions.
• Provides basic credit union information via telephone and/or in person.
• Promotes credit union products and services based on member needs obtained through “getting to know” your member.
• Assures proper maintenance, cleanliness, and security of work areas, desks, and equipment.
• Responsible for complying with the Bank Secrecy Act policies and procedures, including attendance at annual training, as directed by the Bank Secrecy Act Officer.
• Works in the spirit of the credit union’s purpose and values.
• Performs other duties as assigned.

Qualifications, Requirements, & Skills

The qualifications, requirements, and skills below are representative of those required to successfully and satisfactorily perform the essential duties and functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and functions.

Education/Certification

High school diploma or equivalent required.

Required Experience

At least three to six months experience in a retail customer service role or financial institution with a strong sales and service environment is preferred.

Required Knowledge

Basic understanding in cash handling. Strong mathematical skills and attention to detail.

Skills/Abilities

Customer service skills and strong interpersonal skills are essential to this position. Ability to operate a personal computer, including full working knowledge, and ability to utilize Microsoft Office programs including Word, Excel, and Outlook.

Characteristics

Must have a positive attitude. Must be self-motivated and able to function independently in a multi-task environment while also taking direction and working as part of a team. Must possess a high level of integrity, recognizing the need for discretion and confidentiality. Must be able to tactfully handle all situations and remain impartial. Must have a collaborative work style.