Teller

Capital Credit Union•Little Chute, WI

23d

About The Position

The Teller supports Capital Credit Union’s mission by assisting members in person, through drive-ups, and by telephone. The role provides Credit Union information, processes member transactions and requests, responds to concerns with enthusiastic, quality service and a sales orientation, and balances a cash drawer and daily work. The Teller builds financial relationships with members through a consultative approach, explains relevant products and services, and makes referrals to other Credit Union representatives. The position also handles branch procedures and miscellaneous operational duties, keeps current with policy and procedure changes, and may assist with training, cross-training, and coverage for other branch or department functions.

Requirements

High school education or equivalent ability to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos, and to perform arithmetic using whole numbers, common fractions, and decimals.
Ability to operate an online computer terminal, including the core computer system and email, a coin processing machine, and an adding machine; knowledge is normally gained through a basic course or one to three months of on-the-job experience.
Comprehensive knowledge of products, services, and transaction procedures, normally acquired through three to six months of on-the-job experience, including at least one month with the Credit Union.
Ability to concentrate and pay close attention to detail for over 90 percent of work time and closely examine documentation.
High degree of accuracy.
Analytical ability to research and resolve member problems and locate and correct cash and posting errors.
Interpersonal skills to deal effectively and efficiently with a diverse group of members and employees in high-stress situations.
Communication and listening skills to effectively cross-sell Credit Union services.

Responsibilities

Assist members in person, through drive-ups, and by telephone, using an online teller terminal to process deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account-information requests.
Process special member requests such as account research, stop payments, direct deposits, ACH transactions, payroll deductions, wire transfers, and safe deposit boxes.
Build financial relationships with members using a consultative approach.
Discuss promotions, make referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, and arrange member appointments.
Educate members about Home Banking, E-Services, and other products.
Promote Credit Union products and services to new and existing members, presenting information suited to members’ needs.
Balance the cash drawer and daily transactions in accordance with the Teller Balancing Policy; seek recovery of errors and communicate with members whose accounts are affected.
Open and/or close the branch in accordance with applicable procedures and policies.
Perform miscellaneous duties, including mail transactions, night deposits, deposit verifications, filing, and account updates.
Stay current on procedural and policy changes by reading teller bulletins and memos and attending staff meetings.
May perform additional branch duties, including safe deposit box billings, vault balancing, ordering supplies, and coin shipments.
May assist other departments or branches as needed and when time permits.
May assist in training new employees.
May cross-train in Teller Supervisor functions and Member Services and provide backup to those areas as needed.