Sr. Roaming Teller

RALLY CREDIT UNION•Corpus Christi, TX

12d

About The Position

The Sr. Roaming Teller performs teller, new-account, and vault-teller duties at various credit union offices, working at different locations on varying days within either the RGV or Corpus Christi geographic region. The role processes member deposits, withdrawals, loan payments, and other transactions while following credit union policies and procedures, verifying identification, and promoting credit union services. The position provides accurate, timely, and courteous member service, including opening and closing accounts, handling deposits and withdrawals, cashing checks, processing loan payments and other member requests, and resolving problems or complaints. It also supports branch operations through cash and vault management, teller assistance, balancing and reconciliation, security procedures, equipment issue reporting, accurate recordkeeping, and adherence to applicable compliance requirements, including BSA/AML. The role requires travel between branches as scheduled or needed.

Requirements

High school diploma or GED.
At least two years of prior financial-institution teller experience, or one year of teller experience and one year of comparable decision-making and cash-handling experience.
Accuracy, speed, customer relations, judgment, reliability, relationship-building ability, and a positive, service-oriented attitude.
Valid driver’s license and ability to drive to other locations.
Ability to work independently or as part of a team, with limited supervision.
Ability to read and follow written and oral instructions and communicate clearly and logically.
Ability to interact calmly and professionally with diverse people and maintain discretion when dealing with the public and confidential matters.
Ability to work under deadline pressure, maintain extreme accuracy and quality in a fast-paced environment, and handle multiple, simultaneous, and changing priorities.
Ability to perform the physical demands of the role, including wrist and hand manipulation, extended periods at a workstation, lifting up to 50 pounds, bending, stooping, reaching overhead, and potentially standing for extended periods.
Close vision for frequent computer-monitor and document review, and clear speech and hearing for effective interaction.
Ability to perform the essential functions with or without reasonable accommodation.

Responsibilities

Deliver courteous, professional, prompt, accurate, and efficient member service, including addressing member problems and complaints.
Open and close accounts; issue debit cards; accept deposits and loan payments; cash checks; process withdrawals; and sell cashier’s checks and savings bonds.
Verify signatures, member balances, identification, endorsements, transaction amounts, and the accuracy of computer entries.
Record night and mail deposits; process wire transfers, address changes, stop payments, cash advances, check-copy requests, and order requests; redeem savings bonds.
Identify opportunities to cross-sell and up-sell products, promotions, and services, and refer members to a branch representative when appropriate.
Maintain current knowledge of credit union products and services, including electronic services, cards, money orders, and safe deposit boxes.
Monitor, order, dispense, ship, and balance cash; assist staff with check approvals, overrides, error research, and outages; investigate and help correct balancing discrepancies.
Ensure staff and vault balances are accurate at day end and that funds are secured according to established procedures.
Scan daily work, reconcile branch reports and general ledger accounts as required, and assist colleagues with tasks and assignments.
Perform branch opening and closing procedures, including vault, alarm, and door duties.
Report surveillance, ATM/ITM, alarm, drive-through, and branch equipment malfunctions to the manager and arrange service as necessary.
Maintain accurate member records, maintenance entries, and transaction data, and identify and correct errors.
Follow dual-control processes and audit cash drawers as required.
Follow security, internal control, policy, training, compliance, product, and credit union requirements, including robbery procedures and applicable BSA, AML, OFAC, CIP, and MDD requirements; complete annual BSA/AML training.
Travel to branches within the RGV or Corpus Christi geographic region as scheduled or needed.
Perform other duties as assigned.