Teller

About the Role

Responsible for accurately processing financial transactions and assisting members in the lobby, drive-thru window and/or by telephone. Provides friendly, professional, confidential service to members by assuring a positive experience and minimizing wait time.

Key Responsibilities

• Demonstrate efficiency with financial transactions for checking, savings, and loan members; receives funds, posts transactions, and processes withdrawals as requested.
• Process redemption for bonds.
• Verbally confirm intended transactions with members.
• Process transactions effectively to ensure minimal errors.
• Balance cash drawer daily to assure accuracy in transactions and notify supervisor regarding any outages.
• Follow established procedures for accepting, determining appropriate holds, and negotiating checks on member accounts.
• Process shared branching transactions according to Shared Branching Operating Rules and Regulations.
• Adhere to service standard expectations by exceeding established sales and service goals monthly.
• Identify cross-sell opportunities through engaging in conversation with members to determine product and service needs.
• Assist other departments and branches with transactions as needed.
• Provide support for branch managers with staffing needs and fulfilling member requests.
• Assist with member care center calls as needed.
• Create and maintain a clean, neat, and professional work environment.
• Maintain a positive outlook and behavior toward members and team members.
• Comply with all company policies, procedures, and service standards.
• Comply with all applicable laws and regulations.
• Perform other job responsibilities as assigned by management.

Requirements & Tech Stack

• Microsoft Office
• Computer terminals and keyboards
• Telephones
• Copiers
• Facsimiles
• Calculators

Qualifications

• Six months of customer service and/or cash handling experience.
• High school degree or GED.
• Must be bondable.
• Good written and oral communication skills.
• Time management skills.
• Ability to prioritize and multitask.
• Logic and reasoning skills.
• Attention to detail.

Interpersonal Skills

• Ability to communicate information of a sensitive and/or highly confidential nature.
• Ability to motivate, influence, educate, and/or advise others on matters of significance.
• Ability to develop and foster strong working relationships with team members and members.
• Incorporate core values into daily activities and decisions.

ADA Requirements

• Able to bend, sit, and stand for primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
• Capable of climbing/descending stairs in an emergency situation.
• Capable of regular, reliable, and timely attendance.
• Able to work extended hours or travel offsite whenever required or requested by management.
• Able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary.

Working Conditions

• Able to routinely perform work indoors in a climate-controlled shared work area with minimal to moderate noise.

Mental And/Or Emotional Requirements

• Able to perform job functions independently or with limited supervision.
• Able to work effectively either on own or as part of a team.
• Able to read and carry out various written instructions and follow oral instructions.
• Able to complete basic mathematical calculations, spell accurately, and understand computer basics.
• Able to speak clearly and deliver information in a logical and understandable sequence.
• Capable of dealing calmly and professionally with numerous different personalities from diverse cultures.
• Demonstrate highest levels of customer service and discretion when dealing with the public.
• Able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
• Able to effectively handle multiple, simultaneous, and changing priorities.
• Capable of exercising the highest level of discretion on both internal and external confidential matters.