Member Services Assistant (Traveling Teller)

Altana Federal Credit Union•Billings, MT

5d•Onsite

About The Position

The Member Services Assistant primarily serves as a Teller while providing Member Service Representative support across multiple branch locations. Based at the West End Branch, the role travels frequently to other branches throughout the Billings Metro Region to support staffing and operational needs. The position accurately processes transactions, assists with account maintenance and member questions, and provides friendly, dependable service. Success requires attention to detail, flexibility, and consistent operational standards across different locations.

Requirements

High school diploma or GED and 1–3 years of relevant work experience.
Prior teller experience.
Strong member service, communication, and interpersonal skills, with the ability to build positive relationships with members and branch employees.
Ability to accurately process transactions, handle cash, balance a cash drawer, and maintain confidential member information.
Strong attention to detail, organization, problem-solving, and time-management skills in a fast-paced environment.
Ability to adapt to varying branch environments, teams, schedules, and operational needs while remaining professional under pressure.
Reliable transportation, flexible availability, and ability to travel frequently between assigned branch locations.

Nice To Haves

Credit union experience.
Knowledge of basic financial products, teller operations, and applicable credit union procedures and regulations.

Responsibilities

Provide prompt, friendly, and professional service while accurately processing deposits, withdrawals, transfers, loan payments, check cashing, and other teller transactions.
Balance the cash drawer daily, maintain accurate records, and assist with vault, ATM, coin machine, and other cash-related duties as assigned.
Verify member identification, protect confidential information, and follow security procedures, credit union policies, and regulatory requirements.
Recognize and report suspicious or potentially fraudulent activity.
Answer member questions, resolve basic account concerns, and educate members on products and services, including deposit accounts, loans, and digital banking tools.
Identify member needs and make appropriate referrals to branch employees or specialists.
Provide Member Service Representative support as needed, including opening, closing, updating, and maintaining member accounts within assigned authority.
Assist with routine account inquiries, service requests, and basic account issues.
Support branch operations during peak periods, staffing shortages, or other operational needs.
Travel regularly to assigned branch locations based on staffing and operational needs.
Adapt to different branch environments, teams, procedures, and workflows.
Maintain consistent service, accuracy, and professionalism at every assigned location.
Work collaboratively with branch employees and provide additional operational support as needed.