Summary
The Teller position involves providing outstanding member service through the execution of financial transactions and assisting members with their financial needs. The role places emphasis on fostering member relationships by proactively recommending products and services to meet their needs. They follow policies and procedures to actively prevent fraud, adhere to compliance standards and ensure accurate information is captured in applicable systems during member transactions.
Duties & Responsibilities
Duties and Responsibilities
- Responsible for delivering a high-level of member service.
- Greet members in a warm and inviting way while exhibiting a professional presence with confidence.
- Assists in meeting and exceeding individual, team, and credit union goals by referring appropriate products and services, warm transferring to a Personal Banker.
- Processes financial transactions, including deposits, withdrawals, loan payments, transfers, and cashier's checks.
- Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.
- Understands and can identify potential member fraud situations and follow reporting processes as needed.
- Listen to members seeking to understand needs through consultation, problem solving to resolution by focusing on a can-do approach.
- Maintains a working knowledge of endorsement requirements and credit union policies regarding the acceptance of checks.
- Promotes honest and open communication throughout the credit union.
- Other duties as assigned.
Requirements
Education and Experience Requirements:
- High school diploma or equivalent.
- Previous customer service experience preferred.
- 1+ years cash handling
- This position is serves as a foundational role for individuals aspiring to advance their career within the banking industry.