Teller (Spanish Speaking Highly Preferred)
About The Position
Tellers serve as member-facing representatives, handling a variety of deposits, withdrawals, loan payments, cash advances, checks, money orders, and other financial transactions. They verify and balance daily transactions, maintain the privacy of member account information, and follow established policies and procedures. Tellers build member relationships by identifying needs, explaining products and services, and meeting expected sales, volume, and service baselines. Certified Tellers may independently handle more complex transactions and provide authorized overrides for other tellers. The role also provides member service across channels including in person, phone, mail, text, email, video, and self-service options. Tellers assist with account opening and maintenance, digital banking questions and troubleshooting, and branch clerical duties. The position is scheduled Monday through Saturday on a flexible schedule and is considered full-time at 30 hours per week, which is eligible for benefits. Spanish-speaking ability is highly preferred.
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
- Spanish-speaking ability is highly preferred.
- Previous retail sales or similar financial institution work experience is preferred.
Responsibilities
- Perform teller paying and receiving functions, including deposits, loan payments, withdrawals, transfers, cash advances, traveler’s checks, cashier’s checks, and money orders.
- Process bank-by-mail transactions and transactions involving CDs, HSAs, and IRAs; prepare receipts and verify transaction documents and endorsements.
- Assess risks of negotiable items within assigned authority limits, detect and resolve discrepancies, and balance daily transactions and cash totals.
- Provide authorized teller overrides and assist other tellers as permitted.
- Protect member account privacy and follow established policies, procedures, safety, security, and teller audit requirements.
- Identify members’ needs, explain products and services, cross-sell Credit Union offerings, record referrals, and support branch sales goals.
- Answer member questions, resolve complex transactions and account problems within authority limits, and refer matters to branch leadership when appropriate.
- Open and close accounts, renew certificates, process stop payments, handle claims correspondence, make account changes, and perform file maintenance.
- Serve members professionally across in-person, phone, mail, text, email, video, and self-service channels.
- Promote and support digital services, answer questions, resolve digital-service problems, assist with account lockouts and PIN/password resets, and support direct deposit, ACH, and wire transfer needs.
- Assist with daily maintenance of branch self-service machines and video equipment, and report servicing issues to branch management.
- Assist area personnel, provide guidance to tellers and trainees as directed, attend required trainings and meetings, and perform clerical and receptionist duties.
- Implement an individual 90-day sales action plan and use coaching from branch leadership to improve performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
