Full Job Description
Description:
This position will be responsible for performing routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing. With a minimum of 2 years' experience, this position will report to the Teller Supervisor. Previous teller/cash handling experience required. 10-key calculator and light typing skills. Professional appearance, good interpersonal skills, fast and efficient work habits, mature judgment, willing to learn new tasks and accept changes and new responsibilities.
Requirements:
§ Perform routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing.
§ Verify and process, under dual control, night drop, mail, and ATM deposits and transactions.
§ Sell credit union monetary instruments.
§ Provide members with the forms necessary to transact business at the credit union.
§ Examine checks for endorsements and negotiability.
§ Provide members with proper receipts for transactions.
§ Cross-sell all credit union products and services.
§ Responsible for performing all transactions in compliance with all policies, procedures, rules and regulations, including BSA/AML/CIP.
§ Responsible for balancing cash drawer, verifying and securing cash and other credit union monetary instruments and property.
§ Respond to members’ requests, problems and complaints, and/or direct them to the proper person for specific information and assistance.
§ Receive and route member account information to proper department(s).
§ Assist members in opening new accounts, other service requests when possible.
§ File member correspondence, loan folders, new member folders, signature cards, etc. and maintain signature card and other documents on ongoing basis.
§ Provide routine information on credit union services or policies, including eligibility for membership, types of credit union accounts, loan interest rates, current savings/certificate rates, office hours and telephone numbers.
§ Provide members with account status, including current balances and loan pay-off amounts.
§ Assist other staff with balancing, filing, opening/closing, vault, ATM/Night Deposit, coin machine, to ensure smooth, timely operations and member service.
§ Assist members waiting for member service as needed.
Assist in any area as directed by the Branch Manager or Service Leader