TELLER II

Job Type

Full-time

Description

Under general supervision, but following established policies and procedures, the Head Teller provides a variety of member service functions, such as processing savings account, checking account, and loan transactions; cashing checks, and so forth. Is responsible for providing quality member service, cross-selling the Credit Union's services, and balancing each day's transaction and verifying cash totals; responding to questions and / or providing information upon request from members (internal and external);processing requests / transactions, as appropriate; assisting members and potential members in understanding and utilizing the Credit Union's products and services.

This is a full-time position (Monday thru Friday) with regular Saturday hours. The ideal candidate will have the flexibility to work additional hours as needed for training or supporting occasional community events, must consistently uphold the mission, vision, and core values of the Credit Union, and possess the ability to cope in a team focused, fast-paced sales and service culture.

Duties and Responsibilities :

• Process all transactions for members via a teller terminal, including deposits, withdrawals, account closings, loan payments, cash advances and transfers. Disburses money orders and cashier checks. Balances each day's transactions and verifies cash totals. Completes teller summary sheet. Receives checks and cash for deposit in savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and prints transaction receipts. Cashes checks and disburses money from savings and checking accounts upon verification of signatures and customer account balances. Inspects all checks, bonds, drafts, money orders, savings withdrawals, and so forth to determine their negotiability.
• Ensures branch is adequately staffed and prepared for daily operations.
• Gives prompt, efficient, and accurate service in the processing of all transactions. May place stop payment on checks; provides copies of cancelled checks, etc.
• Promotes Credit Union's services through cross-selling and referring members to appropriate staff.
• Receives loan payments ensuring that payments equal the amount due and all late charges, if applicable, are collected. Enters payments received into the Credit Union's records via on-line terminal.
• Prepares individual daily settlement of Teller cash and other transactions bringing cash drawer and settlement sheets into balance. Locates and corrects discrepancies.
• Conducts branch balancing at the end of each business day; corrects and locates any discrepancies.
• Answers questions concerning services provided by the Credit Union. Performs a variety of account maintenance functions. May type letters and / or other correspondence.
• Scans and encodes checks.
• Responsible for vault cash orders, coin machine maintenance, and ATM processing in the branch.
• Responsible for all negotiable items in the branch (debit cards and stamps included).
• May be required to check and assemble all supplies in the branch; stock / replace forms, brochures, etc. as needed.
• Coordinates with Branch Management daily to discuss any pending issues, concerns, or changes.
• Performs supervision of Tellers daily activities, managing performance, and assisting with training and coaching; working with Branch Management on Teller scheduling.
• Performs other duties as assigned.

Performance Standards :

Working Conditions :

This is a branch-based, public-facing position requiring regular weekend work and occasional travel within the field of membership. Evening work may be required to achieve efficiency or for occasional trainings. Work activities may require standing, lifting, bending, stooping,

kneeling, reaching, prolonged sitting, and lifting up to 25 pounds.

Requirements

Background Qualifications :

Other Necessary Skills, Knowledge, and Abilities :