Teller I

STATE CHARTERED CREDIT UNIONS IN FLORIDA•Jacksonville, FL

12d•Onsite

About The Position

Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. This role involves receiving and processing member financial transactions, including deposits, withdrawals, and loan payments. It also includes selling money orders and travelers checks, transferring amounts from member accounts as directed, and welcoming members while providing routine information about services. The Teller I is responsible for balancing their cash drawer and daily transactions, reporting any discrepancies to a supervisor, and posting transactions to member accounts while maintaining records. Additionally, the role involves cross-selling and opening various Credit Union services such as share accounts and checking accounts. Other duties include performing miscellaneous tasks like typing, filing, computer input, and answering the telephone. A key responsibility is ensuring compliance with Credit Union policies, including the Bank Secrecy Act and Customer Identification Program. The position also requires performing other related duties as assigned.

Requirements

One month to twelve months of similar or related experience.
A high school education or GED.
Ten key calculator and computer keyboard by touch.
Must be good with detail to deal with numbers and names.
Bending, stooping, kneeling, crouching, sitting, walking, finger dexterity, feeling, repetitive motions, talking, hearing and visual acuity.
Specific vision abilities required for this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
As required or requested, may exert up to 25 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.

Responsibilities

Receive and process member financial transactions, including deposits, withdrawals, and loan payments.
Sell money orders and travelers checks to members.
Transfer amounts from member accounts as directed.
Welcome members and provide routine information concerning services and direct members to appropriate department for specific information and service.
Balance cash drawer and daily transactions.
Report any overage or shortage to supervisor.
Post transactions to member accounts and maintain member records.
Cross-sell and open share accounts, checking accounts and other Credit Union services.
Perform a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
Responsible for compliance with Credit Union policies including the Bank Secrecy Act and Customer Identification Program.
Perform other related duties as assigned.
Adhere to the Credit Union Service Standards in all interactions both internal and external as well as employing CML (Creating Member Loyalty) skills.
Adhere to the monetary outages policy including vault/teller outages and credit union losses due to policy or procedure violations as established by management.
Ensure minimal member impacting errors per review period, which includes posting errors, follow up with external/internal members, etc.
Identify cross-sell opportunities and cross-sell services to members as established by management.
Maintain a dependable record of attendance and timeliness.
Troubleshoot and resolve member inquiries in a timely and accurate manner.
Maintain a working knowledge of the Credit Union's established policies and procedures.