Teller II - Oak Ridge

ORNL Federal Credit Union•Oak Ridge, TN

About The Position

The Teller II assists members and potential members with their Credit Union financial needs promptly, courteously, and efficiently, in person and by phone, while following current service model standards. The role refers members to appropriate Credit Union personnel for services outside its scope and maintains cash levels and balances for the vault and branch cash equipment. The position processes a wide range of member transactions and service requests, identifies opportunities to strengthen member relationships, resolves questions and concerns, and supports branch promotions and Credit Union campaigns. It also carries vault custodian responsibilities, including maintaining cash-policy compliance, ordering and receiving branch cash, maintaining automated equipment and instant-issue machines, managing coin-machine supplies, assisting with daily branch balancing, and supporting employees with cash purchases and sales.

Requirements

  • At least 1 year of cash-handling or customer-service experience.
  • At least 1 year of teller experience.
  • High school diploma or GED.
  • Excellent written and verbal communication skills, including the ability to interact effectively and make recommendations to all levels of the organization.
  • Attention to detail and the ability to perform very basic mathematical calculations.
  • Excellent organizational, analytical, and reasoning skills.
  • Strong customer-service orientation.
  • Ability to work well with others.
  • Proficiency with Microsoft 365.

Responsibilities

  • Assist members and potential members with financial needs in person and by phone, following current service model standards.
  • Refer members to appropriate Credit Union personnel when a request is outside the role's scope.
  • Process cash and negotiable-instrument deposits and withdrawals, instant-issue card creation, fraud research and service events, certificates of deposit, and check orders.
  • Provide savings rate sheets and deposit projections; make loan payments and answer questions about existing loans.
  • Enroll accounts in online banking and assist with login and self-service questions.
  • Assist members with safe deposit box access and complete and submit documentation for IRA deposits and withdrawals.
  • Print transaction histories to assist members with personal balancing and research.
  • Identify cross-selling opportunities for new and existing members to enhance their relationship with the Credit Union.
  • Resolve member questions and concerns in person and by phone.
  • Promote and participate in branch promotions and Credit Union campaigns.
  • Perform vault custodian duties, ensuring the branch complies with Credit Union Cash Policy, maintaining and balancing the cash vault, and ordering and receiving daily branch cash requirements.
  • Maintain, replenish, and clean automated equipment; manage instant-issue cards and machines; and manage coin-machine supplies and empty the machine as needed.
  • Assist with balancing daily branch reports.
  • Support employees buying and selling cash from the vault or automated equipment and balance individual cash daily.
  • Resolve automated equipment issues, including balancing, research, and problem resolution.
  • Maintain and follow retention requirements for stored items in the branch.
  • Perform other job-related duties as assigned.
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