Teller I - Thompson Falls

WHITEFISH CREDIT UNION ASSOCIATION•Thompson Falls, MT

13d

About The Position

The Teller I serves as the first point of contact for members seeking withdrawal, deposit, and payment services. The role builds positive relationships with members, handles and balances cash drawers, processes transactions, answers account and product questions, and resolves routine member concerns. The teller follows established procedures for check handling, identity verification, payments, safety deposit box access, cash management, and protecting confidential information. The position also assists management and other departments as needed and performs other assigned duties.

Requirements

High school diploma or equivalent.
Strong mathematical skills and ability to handle and process large monetary denominations.
Ability to communicate effectively in person, in writing, and by phone with internal and external stakeholders.
Courtesy, tact, and the ability to interact calmly and professionally with people from diverse backgrounds.
Ability to multitask, prioritize, and organize daily responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work effectively with others, listen, share work-related information, and be tolerant of different work styles.
Competence with Microsoft Office and willingness and ability to use a variety of office equipment and software systems.
Ability to stand for extended periods.
Ability to lift up to 50 pounds, with or without accommodation.
Ability to complete mandatory annual BSA training and pass applicable tests.
Ability to follow privacy guidelines, policies, and procedures and protect confidential information.

Nice To Haves

6–12 months of professional customer service experience preferred.
6–12 months of professional banking or credit union experience preferred.

Responsibilities

Build positive and proactive relationships with members; greet members courteously and use their names when possible.
Prioritize serving members at the teller window, followed by phone calls and then side tasks or projects.
Balance currency, coin, and checks in cash drawers at the end of shifts and calculate daily transactions.
Follow check-handling procedures to validate checks presented at the teller window.
Enter member transactions into computer systems and issue receipts.
Verify members’ identities before providing information or completing transactions; update member information when needed.
Answer member questions about loan balances, interest calculations, dividend rates, products, services, and promotions.
Count currency, coins, and checks by hand or using a currency-counting machine for further processing.
Identify and resolve transaction errors and discrepancies according to established procedures.
Receive and verify mortgage and loan payments, including payment dates, amounts due, late fees, and the correct account or loan.
Contact members with questions as needed or assigned and resolve account problems or discrepancies.
Provide members access to safety deposit boxes according to established procedures.
Assist the Vault Teller by counting vault cash to verify reported balances.
Order cash to meet daily needs within procedural limits and receive and count daily cash inventories before entering the drawer.
Obtain Canadian exchange rates and calculate transactions accordingly.
Support other departments as needed, including processing EFT wires and delivering loan paperwork.
Report to work on time and as scheduled; perform other duties as assigned.
Complete mandatory annual BSA training and applicable tests, including training on Red Flag, identity theft, OFAC, CTR and SAR reporting and thresholds, and safeguarding member information.
Follow Whitefish Credit Union, Montana, and federal information-privacy guidelines and applicable policies and procedures; protect confidential member and credit union information.

Benefits

Competitive starting wage.
100% paid health insurance for the employee.
Flexible spending account (Flex plan) available.
Telehealth available.
3% employer 401(k) contribution with no matching requirement.
8% employer pension plan contribution following the first year of employment.
11 paid federal holidays (Saturday holidays excluded).
17 days of PTO annually, accrued monthly.
Life and disability insurance.
Wellness program.
24 hours annually of paid time for nonprofit volunteer efforts under the Social Responsibility Policy.
Tuition reimbursement program; application-eligible after one year of employment.