Teller

Blackhawk Community Credit Union•Janesville, WI

18d

About The Position

The Teller welcomes credit union members into the branch and provides friendly, helpful service that promotes financial education. The role uses knowledge of deposit and convenient services products to handle financial inquiries, account openings, service requests, and transactions accurately and efficiently. The Teller safeguards credit union assets, balances transactions, and completes required reports. This position supports member financial well-being by understanding member needs, recommending solutions or referring members to appropriate staff, and following up to ensure satisfaction. The Teller also maintains knowledge of applicable products, regulations, policies, procedures, and standards, including Bank Secrecy Act requirements. The role is classified as non-exempt and reports to the Branch Manager.

Requirements

High school diploma or GED.
Must be at least 18 years of age.
Strong interpersonal skills, a positive attitude, and a desire to help people.
Effective verbal and written communication skills.
Reliable attendance.
Good judgment.
Basic math skills.
Ability to project a professional image.
Ability to multitask and prioritize.
Pass a pre-employment drug test and background check.
Ability to move about and communicate with a diverse membership and employee group.
Ability to perform responsibilities using computers and technology.
Ability to sit and/or stand for extended periods and work in a changing, challenging, fast-paced environment.
Provide own transportation.

Nice To Haves

Previous Teller experience or equivalent experience serving customers.
Cash-handling experience.

Responsibilities

Prepare for daily member interactions with a professional image and an organized workstation.
Maintain knowledge of credit union products and processes.
Greet members proactively, provide attentive service, and take responsibility for members who are waiting.
Understand members’ objectives by asking appropriate questions and listening to their responses.
Recommend suitable solutions or guide members to appropriate staff to address their needs and support their financial well-being.
Process transactions accurately and efficiently, including deposits, withdrawals, transfers, and purchases of negotiable instruments.
Follow up with members to confirm satisfaction and provide encouragement.
Identify member needs relating to loans and investment services and refer members to appropriate staff.
Fulfill member service requests, including account maintenance, research, reconciliation, and correction.
Safeguard credit union assets by handling cash and negotiable instruments consistently, properly identifying members, protecting confidential member information, balancing at the end of each business day, and completing daily activity reports.
Stay current on and comply with regulations, policies, procedures, and standards applicable to the role.
Follow Bank Secrecy Act processes and procedures, and complete required annual BSA training covering CIP, CTRs, SARs, OFAC, and monetary instruments.
Work cooperatively with the Branch Manager, management teams, and fellow employees on service and operational matters.
Perform other assigned duties, including filling in for other departments as member demand requires.