Teller Relationship Specialist

Alabama One Credit Union•Dothan, AL

2h•Onsite

About The Position

The Teller Relationship Specialist serves as the front-line ambassador for Alabama ONE Credit Union. This role is responsible for overseeing the daily operations of the teller line, ensuring efficient and accurate member transactions, providing exceptional member service, and opening/closing accounts. The specialist will also supervise and coach the teller team, maintain compliance with policies and procedures, and contribute to a positive and productive work environment.

Requirements

High school diploma or GED
Cash handling experience
Basic computer skills
High degree of tact and professionalism
Strong dedication to accuracy and efficiency
Commitment to providing excellent member service

Nice To Haves

2-3 years of related experience.

Responsibilities

Receives and processes member financial transactions including deposits, withdrawals, and loan payments.
Sells money orders and other negotiable instruments to members.
Transfers amounts from member accounts as directed.
Daily opens and closes his/her computer terminal, accounts for assigned cash and transactions and balances to the terminal teller/close report.
Operates in a manner which is consistent with Alabama One’s mission statement.
Ensures an excellent member experience to all branch patrons.
Maintain professional conduct and appearance daily. Observes the credit union dress code as defined in the Employee Handbook.
Understand and comply with the related laws and compliance regulations that pertain to the job function. Examples include Bank Secrecy Act, Privacy, and Funds Availability
Complete operational tasks while minimizing risks under established policies and procedures of the credit union.
Accuracy in cash counting, and transaction processing and posting.
Ensures cash drawer is in balance, within assigned limits and is always kept secure on a daily basis.
Welcomes member inquiries, identifies needs, makes suggestions for products and services, accordingly, makes referrals to partners as needed.
Engage in ongoing training conducive for job role to enhance skills, maintain proficiency levels, and help improve overall job performance.
Maintains confidentiality of sensitive information regarding credit union records, personnel files and internal matters.
Support client relationship management through member service focused interactions that encourage retention and loyalty.
Demonstrates flexibility and willingness to learn additional functions to meet business and customer needs.
Maintains full proficiency in role related tasks. Has proven decisioning skills.
Assists with safe deposit box rental agreements and controls access to safe boxes as needed.
Assists members with opening & closing accounts, IRA distributions, and Deceased processing transactions as needed.
Responsible for vault, ATM/ITM, recycler and end-of-day balancing, cash ordering and maintaining appropriate branch limits.
Responsible for training on all teller operational duties, products and services.
Models the example for relationship deepening by educating customers and prospects on our products and services, supporting the overall growth efforts of the credit union.
Ensures compliance and audit requirements are resolved and follows up on any compliance issues within the department.
Maintains a dependable record of attendance and timeliness.
Resolve teller discrepancies and member complaints promptly and professionally.
Motivate and encourage team members to achieve performance goals and provide excellent member service.
Supervise, train, and mentor teller staff, ensuring adherence to credit union policies and procedures.
Performs a variety of account services including but not limited to opening/closing accounts, issuing debit cards, opening CDs/IRAs, deceased processing and routine account maintenance.
Serves as an information point and provides guidance to members on the array of products and services provided by Alabama ONE.
Proactively facilitates member interactions, answers inquiries, identifies needs to make suggestions for products and services accordingly, makes referrals to partners as needed.
Ensures appropriate records are maintained and required reports are prepared/submitted.
Maintains confidentiality of sensitive information regarding credit union records, personnel files and internal matters.
Assists with safe deposit box rental agreements and assists members with access to safe boxes.
Assist with operational assignments such as, but not limited to, reviewing mobile and ITM checks for potential holds, reviewing exception reports, data integrity actions, queue management, deposit account audits & corrections, and account maintenance projects assigned by the Operations Team.
Assists management in the handling of customer dissatisfaction, seeks to resolve appropriately.
Performs other duties as assigned.