Floating Teller

Orlando Credit Union•Orlando, FL

5d•Onsite

About The Position

The Floating Teller will provide support across all branch locations, as needed, to ensure adequate staffing, operational, and member service needs. The position is responsible for performing a variety of member transactions in an accurate, timely and confidential manner. In charge of balancing each day’s transactions and verifying cash totals. Accountable for meeting daily/monthly balancing standards and adhere to all authorized cash and transaction limits. Responsible for the security of all cash and negotiable instruments and accurate cash handling. Maintain basic knowledge of credit union products and services and basic knowledge of loan products. Actively cross-sells credit union products and services. Accountable for complying with and following all credit union policies, procedures, and government regulations. Essential Duties and Responsibilities Overview Demonstrates a strong member focus through consistent, exceptional service. Creates a memorable member experience by cultivating, maintaining, and enhancing relationships with members through proactive outreach efforts in person, over the phone, or other channels as appropriate. Develops, maintains, and demonstrates a working knowledge of credit union member service standards, policies, procedures, and applicable state and federal government rules. Deliver seamless, accurate service that enhances the member experience. Handle requests confidently, limit unnecessary transfers, and provide helpful direction when needed—always in alignment with credit union standards and regulations. Performs routine teller services, account maintenance that includes changes to names, addresses, telephone numbers, and issuing or reordering debit, credit, or replacement ATM cards. Posts deposits, loan payments, and transfers funds between accounts. Complex teller services i.e., GL entries, vault balancing, etc. Responsible for completing daily, weekly, or monthly: balancing sheets; night drop and mail depository log; daily timecard management; CTR and SAR documentation; captured ATM cards; audits for cash, negotiable instruments, ATM’s, cash machines and branch. Maintains accurate records of transactions and balances daily work. Answer incoming calls and assist with specific inquiries. Exhibits positive, constructive, and supportive behavior with members and co-workers. Always demonstrate calm demeanor and appropriate tone. Stays abreast of promotions and cross-sells the credit union’s complete line of products and services. Educates members on emerging Credit Union technology and digital solutions and assists members with a variety of inquiries and account issues while providing general credit union information. Support the Credit Union's culture of compliance by understanding and complying with all federal and state regulations, including the Bank Secrecy Act and OFAC as applicable, including but not limited to adherence with BSA/AML and OFAC policies and procedures regarding large currency transactions, monetary instruments, wire transfers, member identification, OFAC screening, the completion of training, and reporting suspicious activity to the BSA Officer. Performs other duties as assigned. Ability to travel between branch locations using a reliable mode of transportation to meet staffing and operational needs.

Requirements

A minimum of 12 months of retail or customer service experience, preferably in a bank/credit union environment.
A high school education or GED.
Strong written, oral, and interpersonal skills.
Detail oriented, organized, accurate, able to work under pressure, ability to adapt to change, and problem-solving skills.
Good judgment and decision-making skills.
Must truly enjoy directly working and building relationships with people across a wide variety of dispositions and personalities. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
Ability to analyze member needs and make appropriate product/service recommendations. Consistently demonstrates the ability to think independently, outside the box, by effectively responding to each individual member’s unique situation.
Display courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of providing or obtaining information, building relationships, and/or soliciting cooperation.
Demonstrate an unsurpassed commitment to exceptional member service and teamwork that ensures an excellent experience with each encounter.
Ability to learn and apply knowledge of all credit union accounts and services including electronic services.
Ability and willingness to refer credit union products and services by utilizing existing customer services skills and tools attained though credit union training and coaching sessions.
Strong technology capabilities. Able to learn and comply with Truth in Savings Act, Patriot Act, Reg. CC, BSA, OFAC, and FACT Act.
Candidates must satisfactorily pass a criminal background check, drug screening, and credit check.
Reliable transportation is necessary to fulfill this requirement.
Candidates and employees may be assessed for their ability to perform the position's essential duties.

Responsibilities

Demonstrates a strong member focus through consistent, exceptional service.
Creates a memorable member experience by cultivating, maintaining, and enhancing relationships with members through proactive outreach efforts in person, over the phone, or other channels as appropriate.
Develops, maintains, and demonstrates a working knowledge of credit union member service standards, policies, procedures, and applicable state and federal government rules.
Deliver seamless, accurate service that enhances the member experience. Handle requests confidently, limit unnecessary transfers, and provide helpful direction when needed—always in alignment with credit union standards and regulations.
Performs routine teller services, account maintenance that includes changes to names, addresses, telephone numbers, and issuing or reordering debit, credit, or replacement ATM cards. Posts deposits, loan payments, and transfers funds between accounts. Complex teller services i.e., GL entries, vault balancing, etc.
Responsible for completing daily, weekly, or monthly: balancing sheets; night drop and mail depository log; daily timecard management; CTR and SAR documentation; captured ATM cards; audits for cash, negotiable instruments, ATM’s, cash machines and branch.
Maintains accurate records of transactions and balances daily work.
Answer incoming calls and assist with specific inquiries.
Exhibits positive, constructive, and supportive behavior with members and co-workers. Always demonstrate calm demeanor and appropriate tone.
Stays abreast of promotions and cross-sells the credit union’s complete line of products and services.
Educates members on emerging Credit Union technology and digital solutions and assists members with a variety of inquiries and account issues while providing general credit union information.
Support the Credit Union's culture of compliance by understanding and complying with all federal and state regulations, including the Bank Secrecy Act and OFAC as applicable, including but not limited to adherence with BSA/AML and OFAC policies and procedures regarding large currency transactions, monetary instruments, wire transfers, member identification, OFAC screening, the completion of training, and reporting suspicious activity to the BSA Officer.
Performs other duties as assigned.
Ability to travel between branch locations using a reliable mode of transportation to meet staffing and operational needs.