About this role
The Teller I assists members and potential members with their Credit Union financial needs in a prompt, friendly, and efficient manner, both in person and on the phone, following current service model standards. The Teller I refers members to appropriate Credit Union personnel for services outside the scope of given responsibility.
Essential Functions & Responsibilities:
• Processes member financial transactions, including, but not limited to, cash and negotiable instrument deposits and withdrawals, instant issue creation, fraud research and service events, certificates of deposit. Makes payments on and answers questions concerning existing loans, enrolls accounts in online banking and assists with log-in and self-service questions, assists with member access to safe deposit boxes, completes and submits documentation for IRA deposits and withdrawals, and prints traction history to assist members with personal balancing and research. Identifies cross-sell opportunities for new/existing members to enhance their relationship with the Credit Union.
• Balances cash and negotiable instrument transactions daily; sells cash to vault to maintain approved cash limit. Posts vault tickets and balances vault under dual control.
• Resolves member questions and concerns, both in person and over the phone.
• Promotes and participates in any branch promotion and/or Credit Union campaigns.
• Performs other job-related duties as assigned.
Experience:
• Minimum 1 year cash handling or customer service experience is required
• Teller experience is preferred
Education:
• A high school diploma or GED is required.