Teller Service Representative Pass Road 5320

Keesler Federal Credit Union • Biloxi, MS

5d

About The Position

The Teller Service Representative I performs a broad range of teller service activities under general supervision and in accordance with established policies and procedures. The role posts transactions in credit union computer systems, manages and balances cash, and maintains control of negotiable instruments. It requires accuracy and productivity, as well as excellent interpersonal and verbal communication skills. The position supports sales and service initiatives by identifying and referring cross-sales opportunities and distributing marketing materials to members.

The representative serves members by handling transactions and account inquiries, addressing concerns, maintaining confidentiality, and following applicable credit union procedures and federal regulations. The position has no supervisory responsibilities.

Requirements

• High school education or GED.
• One to twelve months of similar or related experience.
• Ability to operate PC equipment, teller terminals, printers, a calculator, and a currency counter accurately and at a generally accepted speed.
• Ability to work effectively in a team environment with team members at all levels, management, and members.
• Excellent basic math skills, accuracy, and attention to detail.
• Ability to maintain confidentiality and demonstrate dependability in job duties and attendance.
• Extensive use of a personal computer; proficiency in Microsoft Word, Excel, Teams, and Outlook email.
• Ability to navigate the internet to search for data and complete online forms.
• Ability to use routine courtesy and communication when serving members or vendors and exchanging information.
• Must actively participate in and successfully complete sales and service training.

Nice To Haves

• Prior cash-handling or teller experience is preferred.
• Some knowledge of emerging computer technology, such as mobile devices, imaging technology, and social media.
• Familiarity with home banking and bill-paying services.

Responsibilities

• Identify members and verify account ownership before conducting transactions or providing account information.
• Accept and verify deposits and payments; perform withdrawals and loan advances; reconcile checks; provide and update account information; and handle payoff requests within assigned authority limits.
• Control cash by double-counting cash received and disbursed and ensuring cash purchases and sales with team members or the vault are verified under dual control.
• Resolve member concerns, complaints, discrepancies, and problems using available resources, credit union systems, and product knowledge; escalate issues through the chain of command and track concerns in the CRM.
• Identify member needs that could be met through credit union products and services, and make sales or referrals using the CRM to create, monitor, and manage them.
• Meet or exceed productivity goals established by the Branch Manager and Regional Director.
• Perform ATM frontline maintenance and balance branch or drive-through ATMs as directed, following procedures and dual-control requirements.
• Process night depository and ATM deposits as directed and in accordance with procedures and dual-control requirements.
• Maintain strict confidentiality of member information.
• Balance the cash drawer and cash recyclers accurately each day.
• Maintain proficiency in computer programs needed for teller duties.
• Complete required teller training with an acceptable grade and actively participate in training classes.
• Comply with applicable federal regulations, including BSA, OFAC, Regulation CC, and the Red Flag Program.
• Help maintain the branch’s interior and exterior appearance and keep the workspace clean and orderly.
• Perform miscellaneous duties as assigned.

Benefits

• Medical, dental, and vision insurance.
• Section 125 Flexible Spending Accounts for health care and dependent care expenses.
• Employee and dependent life insurance.
• 401(k) retirement plan with a 100% match on the first 5% contributed by the employee.
• Paid leave.
• Tuition reimbursement and competitive scholarships.
• Short-term and long-term disability benefits.
• Employee Assistance Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED