Teller

Capital Credit Union•Neenah, WI

2d•Onsite

About The Position

The Teller supports the Credit Union’s mission by assisting members in person, through drive-ups, and by telephone. The role provides information about Credit Union services, processes member transactions and requests, and delivers enthusiastic, service-oriented assistance with a focus on building financial relationships. The Teller balances a cash drawer and daily work and may help with branch operations, training, and cross-training.

Requirements

Ability to read, write, and understand detailed and sometimes technical instructions, correspondence, and memos, and perform basic arithmetic; skills normally acquired through completion of high school.
Ability to operate an online computer terminal, including the core computer system and email, a coin processing machine, and an adding machine; skills normally acquired through a basic course or one to three months of on-the-job experience.
Comprehensive knowledge of products, services, and procedures needed to process transactions, 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, closely examine documentation, and maintain a high degree of accuracy.
Analytical ability to research and resolve member problems and locate and correct cash and posting errors.
Interpersonal skills to work effectively 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 and refer members to relevant representatives or lenders, including arranging appointments.
Educate members about Home Banking, E-Services, and other products, and promote Credit Union products and services suited to members’ needs.
Balance the cash drawer and daily transactions in accordance with policy, seek recovery of errors, and inform members whose accounts are affected.
Open and/or close the branch in accordance with applicable procedures and policies.
Perform miscellaneous duties such as processing mail transactions and night deposits, verifying deposits, filing, and updating accounts.
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 as needed.