Teller Service Representative Orange Grove 5324

Keesler Federal Career•Gulfport, MS

About The Position

Under general supervision and according to established policies and procedures, the Teller Service Representative I performs a broad range of teller service activities. The role posts transactions in credit union computer systems, manages and balances cash, and maintains control of negotiable instruments. It requires accuracy and productivity while supporting sales and service initiatives by identifying and referring cross-sales opportunities or distributing marketing materials. The representative is expected to demonstrate excellent interpersonal and verbal communication skills consistent with Sales and Service training. This position serves members by processing transactions and account requests, addressing concerns, using the CRM to track issues and referrals, and maintaining the confidentiality of member information. It also includes ATM and night-depository tasks, compliance with applicable federal regulations, participation in required training, and assistance with keeping the branch and workspace orderly. The role 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, management, and members.
  • Excellent basic math skills, accuracy, and attention to detail.
  • Maintain confidentiality and demonstrate dependability, including reliable attendance.
  • Excellent interpersonal and verbal communication skills.
  • Proficiency in Microsoft Word, Excel, Teams, and Outlook email.
  • Ability to navigate the internet to search for data and complete online forms.
  • Familiarity with home banking and bill-paying services.
  • Must actively participate in and successfully complete Sales and Service training.

Nice To Haves

  • Prior cash-handling or teller experience.
  • Some knowledge of emerging computer technology, such as mobile devices, imaging technology, and social media.

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 process payoff requests within assigned authority limits.
  • Control cash by double-counting cash received and disbursed, and conduct cash purchases and sales with team members or the vault 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 when needed.
  • Use the CRM to track member concerns and to create, monitor, and manage sales and referrals.
  • Identify member service needs that may be met through credit union products or services, making direct sales or referring members to other team members as appropriate.
  • Meet or exceed productivity goals established by the Branch Manager and Regional Director.
  • Perform ATM frontline maintenance and balance ATMs as directed and according to procedures, including required dual-control practices.
  • Process night-depository and ATM deposits as directed and according to procedures, including required dual-control practices.
  • Keep member information strictly confidential.
  • Accurately balance the cash drawer and cash recyclers daily.
  • Maintain proficiency in computer programs needed for teller duties and complete assigned teller training with an acceptable grade; participate actively in training classes.
  • Comply with applicable federal regulations, including the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Regulation CC, and the Red Flag Program.
  • Help maintain the appearance of the branch, including its interior and exterior, and keep the workspace clean and orderly.
  • Perform other duties as assigned.

Benefits

  • Medical insurance
  • Dental insurance
  • 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
  • Competitive scholarships
  • Short-term and long-term disability benefits
  • Employee Assistance Program
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