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Teller

  • To assure member service is top priority whether internally or externally; treat members and employees professionally with courtesy and respect. Keeps “Our Promise” to our members.
  • Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency. Issue credit union and cashier’s checks, money orders, traveler’s checks, gift checks/cards, postage stamps, etc. Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to money orders, travelers checks, official checks, etc. Process any member transactions received by mail.
  • Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.
  • Educate and inform members on all credit union products and services. Refers and/or cross-sells credit union products and services in order to meet monthly production goals.
  • Perform member account maintenance functions including closures, personal and account data changes, and account openings.

Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Focus on serving the member, gaining the member’s respect and trust, and always acting with the member in mind.
  • Analytical ability to quickly assess member’s financial needs and offer solutions.
  • Proficient in use of a calculator and adding machine and proficient typing skills.
  • Effective oral and written communication skills to converse in person or by phone with members and correspond in writing.
  • Willingness to attend training seminars and meetings outside normal working hours.
  • Ability to learn and use the credit union PC hardware and software.
  • Must have a proactive and positive attitude toward members, supervisors, co-workers and the credit union.
  • Must be proficient in Microsoft Office products, including but not limited to Word, Excel, email and Outlook.