Lead Teller, Credit Union

Job Summary

Under supervision, this position is responsible for providing effective service to Credit Union members by acquiring and retaining the knowledge required to process all transactions in an accurate, timely and courteous manner; setting up savings and checking accounts. Note: this position is a client-facing role and requires in-office visibility five days per week (Monday-Friday). Sponsorship will not be offered either now or in the future.

Job Requirements

• High School Diploma or G.E.D.
• 3 years of direct experience in a bank or credit union.
• Knowledge with BSA (Bank Secrecy Act), OFAC (Office of Foreign Assets Control), money laundering and primary bank regulations.
• Knowledge of deposit operations and policies and procedures.
• PC proficiency to include Word, Excel, internet and Outlook.
• Strong organizational skills to include prioritizing tasks and meeting deadlines.
• Keen analytical skills to include troubleshooting and problem solving.
• Solid time management experience in meeting deadlines.
• Clear and concise interpersonal, verbal and written communication skills.
• Must be detail oriented and maintain an extremely high level of confidentiality.

Preferred Requirements

• Associates Degree in Finance or Accounting.
• Knowledge of Velocity or ShareTec systems.
• Experience in a call center environment.
• Ten-key / calculator experience.

Note: this position is a client-facing role and requires in-office visibility five days per week (Monday-Friday). Sponsorship will not be offered either now or in the future.

Key Functions

• Provide a variety of services (e.g., cash and check transactions, membership enrollments and changes, bank checks, gift cards, stop payments, IRA's, etc.) to Credit Union members in an effective manner.
• Perform all duties related to checking accounts, i.e., setting up accounts, ordering checks, ordering debit/ATM cards, assisting members with inquiries regarding checking account activities.
• Carry out activities necessary to conduct business each day (e.g., cash on hand, cash on hand transaction verification and balancing, error identification and correction, etc). Prepare bank deposit at close of day.
• Respond to internal and external inquiries concerning Credit Union matters (loan information, account information, verification, etc.).
• Maintain all files examined annually by the State or Federal Examiner and Supervisory Committee.
• Communicate and interact effectively and professionally with co-workers, management, customers, etc.
• Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
• Maintain complete confidentiality of company business.
• Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested.
• Responsible for daily opening and/or closing of credit union office; control, operation, security and balancing of cash and checks; end of day processing and back-up reporting; ordering and verifying cash, filling teller cash orders, maintaining full vault/office security and balancing vault cash nightly.
• Assist tellers with overrides, approve member exceptions and authorize service fee refunds to members. Research, verify and correct employee errors.
• Completes required CTRs/SARS are required under BSA.
• Responsible for records retention and forwarding to storage.
• Open and maintain new accounts ensuring appropriate documentation is obtained and processed correctly.
• Investigate teller differences and institute corrective flow of work.
• Handle phones, in-person, e-mail, on-line banking and written requests from members for transfer of shares to loan payments, share withdraws, check requests, debit card inquiries, and other requests received by members.
• Assure appropriate records are maintained.
• Maintain knowledge of state and federal regulations applicable to the new accounts and teller area.
• Actively participate in all credit union promotions.
• Perform teller cash drawer and vault audits.
• Train and cross-train tellers and member services representative in all phases of their particular job to ensure quality services to members

HCSC Employment Statement:

We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics.

Base Pay Range

$18.46 - $37.84

Exact compensation may vary based on skills, experience, and location.