Job Description
The TELLER I position will engage with and serve members by delivering efficient and accurate service in all transactions and delivering an unparalleled member experience. Team members in this role will provide financial direction to assist members in meeting their needs with recommendations or referrals for appropriate products and/or services. *THIS POSITION SUPPORTS BRANCHES IN THE SOUTH REGION.
DELIVER UNPARALLELED MEMBER EXPERIENCE
- Proactively greet members as they enter the branch providing prompt, accurate and efficient member service.
- Properly identify members, maintain member confidence and protect credit union operations by keeping information confidential.
- Maintain a basic knowledge of consumer products and services that are handled by Tellers.
- Answer inquiries regarding checking and savings accounts and other related products.
- Introduce members to and assist with learning and using new and existing technology.
- Deepen member relationships by asking open ended questions and promoting appropriate products and services to members, directing them to other branch representatives as appropriate.
- Attempt to resolve basic issues/problems with member accounts.
TELLER PERFORMANCE
- Perform Teller functions as needed to support the branch.
- Process all member and shared branch member transactions, deposits, withdrawals, transfers, payments, check orders, etc. accurately and efficiently.
- Be proficient with all cash handling processes including balancing a cash drawer, vault and night drop.
- Receive checks and cash for deposit to accounts, verify amounts, examine checks for authenticity and proper endorsement, and accurately enter deposits into system.
- Evaluate and place holds on accounts for uncollected funds.
- Cash checks and process withdrawals; pay out funds after verification of signatures and member balances.
- Receive loan, home loan and other payments, and ensure accuracy when posting to the system.
- Complete special requests including taking orders for checks, exchanging foreign currencies, providing statement copies, completing CTRs, admitting members into safe-deposit boxes, etc. as needed.
- Balance cash drawer at the end of the shift and compare totaled amounts to computer generated balance sheet. Research and resolve discrepancies. Report any discrepancy as required.
- Scan daily work and perform other clerical Teller functions as needed.