Bilingual Teller II (Meridian)

Latino Credit Union•Charlotte, NC

About The Position

The Teller II provides front-line service to credit union members and performs a variety of financial transactions accurately and in accordance with credit union policies and procedures. The role supports member savings, checking, and credit accounts, maintains transactional records, and provides cash receipt and payment services, including cashier’s check sales. The Teller II helps members identify appropriate solutions, explains and promotes credit union products and services, and resolves transaction or service issues. The position also maintains an organized teller station, balances cash and coin equipment, researches discrepancies, keeps records, and performs clerical tasks. It may provide backup vault custody and transaction-services supervision, assist with teller training, and require moving between branches within the region. The role includes required Bank Secrecy Act procedures and reporting, as well as annual compliance training.

Requirements

High school diploma or GED.
Ability to accurately count and handle cash and calculate figures and amounts such as discounts and interest.
Aptitude for building relationships, providing quality member service, making sales, and resolving member issues.
Ability to promote the credit union and its products and services.
Demonstrated organizational skills and ability to work efficiently in a fast-paced, multitasking environment.
Ability to maintain a professional demeanor when interacting with members and colleagues.
Excellent verbal and written communication skills in English and Spanish.
Proficiency in Microsoft Office and other computer software, including email functions.
Ability to stand for extended periods and lift up to 35 pounds in coin or currency.

Nice To Haves

Two years of related or office experience preferred.

Responsibilities

Provide courteous, prompt, accurate, and efficient service to members and resolve issues by offering solutions based on their needs.
Learn and consistently apply the credit union’s service model; maintain knowledge of products and services, educate members, identify needs, recommend solutions, and promote and sell appropriate services.
Receive and process cash and check deposits, withdrawals, loan payments, and other transactions in accordance with policies and procedures.
Verify deposit amounts, signatures, funds availability, loan payment amounts, and payment methods; issue receipts and enter transactions into the appropriate system.
Process basic account changes, place holds on accounts for uncollected funds, and process non-mortgage payoffs according to internal procedures.
Comply with balancing and teller performance standards, and maintain working knowledge of applicable teller policies, procedures, regulations, transaction reporting, and robbery procedures.
Count checks and package coins and currency.
Keep teller and work stations organized, stocked, and clean; balance the cash drawer and coin sorter at appropriate intervals and at shift end.
Research and resolve drawer discrepancies, report discrepancies to a supervisor as needed, and assist in training other tellers.
Serve as backup vault custodian and backup Transactions Services Supervisor.
Answer member questions by phone and direct calls as needed.
Maintain records, file paperwork, scan documents, and perform other clerical duties as needed.
Complete required training and perform other duties as assigned; move to or change branches within the region as required.
Complete required Currency Transaction Report procedures and reporting for cash transactions over $10,000.
Recognize and report suspicious practices, report structured member transactions and Suspicious Activity Reports as required, and complete annual BSA and Identity Theft compliance training.