Teller Service Representative Orange Grove 5324

Keesler Federal Credit Union • Gulfport, MS

3d

About The Position

The Teller Service Representative I performs a broad range of teller service activities under general supervision and in accordance with established credit union 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 while supporting sales and service initiatives by identifying and referring cross-sales opportunities or distributing marketing materials to members. The representative is expected to demonstrate strong interpersonal and verbal communication skills consistent with sales and service training.

The position serves members by processing deposits, payments, withdrawals, loan advances, check reconciliations, account-information requests and updates, and payoff requests within assigned authority limits. It also addresses member concerns, maintains confidentiality, supports ATM and night-depository operations, meets productivity goals, completes required training, and complies with applicable federal regulations. The position reports to a Teller Supervisor or Branch Manager and 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 an generally accepted rate of speed.
• Ability to work effectively in a team environment with team members, management, and members at all levels.
• 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 participate actively in and successfully complete sales and service training.
• Ability to stand, walk, use hands to finger, handle, feel, or grasp, reach with hands and arms, and talk or hear; frequent sitting, kneeling, crouching, or stooping; occasional lifting or moving of 10–15 pounds.

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; process 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 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 and track concerns in the CRM.
• Identify member service needs and potential product or service sales, make direct sales or referrals, and use the CRM to create, monitor, and manage sales and referrals.
• 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 and in accordance with procedures, including dual-control requirements.
• Process night depository and ATM deposits as directed and in accordance with procedures, including dual-control requirements.
• Maintain strict confidentiality of member information.
• Accurately balance the cash drawer and cash recyclers daily.
• Maintain proficiency in computer programs needed for teller duties.
• Complete required teller training to an acceptable grade and actively participate in training classes.
• Comply with applicable federal regulations, including the Bank Secrecy Act, 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 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