Teller - Pacific Branch

Teller Position

Position Purpose : Under the general direction of the Branch Manager, this role provides excellent member service, performs teller functions, identifies cross-sell opportunities, and supports administrative needs in a manner consistent with the Credit Union's mission and philosophy.

Essential Functions and Responsibilities :

• Cash Handling and Transactions - 35% Process a variety of cash transactions, including accepting savings and loan payments, disbursing Line of Credit and Visa loan advances, and handling miscellaneous cash transactions. This includes balancing the cash drawer daily and assisting with the vault and cash recycler balances. Process ATM cash acceptance, night depository, and record end-of-day reports.
• Member Services and Account Maintenance - 20% Provide routine information on Credit Union services and member accounts. Open and close accounts as needed, handle internal recurring transfers, stop payment requests, wire transfers, ACH forms, and additional share accounts.
• Cross-Selling and Member Education - 20% Promote and educate members on Credit Union products and services. Meet targeted cross-sell goals per the incentive plan and guide members in selecting products to meet their needs.
• Operational Support - 15% Complete daily branch operational tasks, including preparing checks for processing, ordering checks through the vendor, and handling month-end tasks as required. Open and close the department efficiently each day.
• Compliance and Training - 10% Adhere to all Credit Union policies, procedures, and state and federal regulations. Participate in required training and assist colleagues in understanding procedures and practices to ensure compliance with CW values and Information Protection requirements.