Teller

Citizens Community Credit UnionFort Dodge, IA
Onsite

About The Position

Under general supervision, but following established policies and procedures, provides a variety of service functions including processing deposits and withdrawals, loan and credit card payments, and account inquiries. Enters transactions into the Credit Union computer based system. Responds to questions and/or provides information upon request from members. Processes requests/transactions as appropriate. Makes referrals to the Member Service team for additional products and services.

Requirements

  • A high school education or GED.
  • Up to six months of similar or related experience.
  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  • Ten key calculator and computer keyboard skills.
  • Accurate with numbers and names.
  • Ability to communicate effectively.
  • Basic computer skills.
  • Simple math and cash counting.

Responsibilities

  • Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and cashier checks to members; transfers amounts from member accounts as directed.
  • Balances cash drawer and daily transactions.
  • Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
  • Cross-sells credit union services.
  • Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
  • Performs other duties as assigned.
  • Assists in the day-to-day operations of the teller area.
  • Follows and supports all compliance rules, regulations and policies at the state and federal levels, as well as all Credit Union policies and procedures.
  • Adheres to safety and security programs designed to minimize loss relating to fraud and robbery. Follows and contributes to effective Credit Union security by ensuring that negotiable, member information and computer systems are secure at all times.
  • Accurately and effectively addresses service needs and/or issues.
  • Accurately and efficiently processing member transactions including deposits, withdrawals, transfers, loan payments, cash advances, and cashing checks.
  • Appropriately addresses and resolves member requests/issues. Escalates issues outside of authority level.
  • Follows established quality control practices to ensure error-free work. Reviews work for accuracy, completeness, and compliance to regulations.
  • Educates members on use of Credit Union convenience products including online banking, mobile banking, ATMs, and telephone banking.
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