Teller (Hire-ahead)

America First Credit Union•South Jordan, UT

About The Position

Tellers serve as member-facing representatives who process paying and receiving transactions, including deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances. They balance daily transactions, verify cash totals, and protect the privacy of member account information. The role builds member relationships by identifying needs, explaining and cross-selling Credit Union products and services, and supporting members through in-person and other channels, including phone, mail, text, email, video, and self-service options. Tellers also perform account opening and maintenance, assist with more complex transactions within their authority, and promote digital services as branch experts. The position supports branch operations through clerical work, coordination with other employees, participation in training and sales activities, and adherence to safety, security, and audit procedures. Certified Tellers may resolve more complex transactions independently and provide authorized overrides for other tellers.

Requirements

High school graduate or equivalent.
Excellent communication skills and willingness to assist others.
Ability to recognize and offer sales opportunities.
Professional appearance, dress, and attitude.
Solid math skills.
Attention to detail and accuracy.
Ability to operate related computer software and business equipment, including 10-key, currency and coin counters, cash machines, self-assist machines, video equipment, iPad, and telephone.

Nice To Haves

Previous retail sales or similar financial institution work experience is preferred.

Responsibilities

Perform teller paying and receiving functions accurately and in accordance with established policies and procedures.
Process share deposits, loan payments, transfers, cash advances, traveler’s checks, cashier’s checks, money orders, withdrawals, CDs, HSAs, and IRAs.
Examine and verify transactions and documents, assess negotiable items within assigned authority, detect discrepancies, and resolve them promptly.
Balance daily transactions, verify cash totals, and investigate and resolve out-of-balance conditions.
Maintain the privacy of member account information.
Provide professional member service, answer questions, resolve account or transaction issues within assigned authority, and refer members to branch leadership as needed.
Identify member needs and cross-sell Credit Union products and services, document accepted referrals, and support sales and service goals.
Assist with new member onboarding calls as directed by branch management.
Open and close accounts, process stop payments, correspond with members about claims, make account changes, and perform file maintenance.
Assist members through in-person, phone, mail, text, email, video, and self-service channels.
Promote and explain digital services, troubleshoot members’ digital service issues, and assist with online banking access, PIN or password resets, direct deposit, ACH, and wire transfers.
Help maintain branch self-service machines and video equipment and inform branch management of servicing issues.
Assist area personnel and provide guidance to other teller representatives and trainees as directed.
Keep the supervisor informed about area activities and significant problems or concerns.
Implement an individual 90-day sales action plan and participate in training, meetings, sales huddles, and forward-focus activities as required.
Perform related clerical and receptionist duties and follow branch safety, security, and teller audit procedures.