Teller

Summit Credit Union•Hickory, NC

17d

About The Position

This position is primarily responsible for ensuring delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines; providing timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned; and proactively participating in the referral process while using the “Selling is Telling” philosophy by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES: Core duties and responsibilities include the following. Other duties may be assigned. Performs within company standards, including but not limited to member survey results, balancing performance, meeting cross-sales and referral goals and transaction-volume. Maints a positive, professional attitude and a pleasant tone while dealing with members and co-workers. Meets or exceeds minimum Quarterly Score Assessment percentages regarding quality standards. Takes ownership of member requests and questions following up for resolution as a training opportunity. Maints control of member transactions to ensure the transactions are completed accurately and efficiently with minimal wait time with the use of a transaction ticket for every transaction. Reviews staff intranet for updated policy and procedure, forms, and communications suggesting changes to enhance service to members, being especially familiar with the Teller Page. Remains current on policies, procedures, systems and services that are offered to provide efficient member service. Operates under and enforces credit union policies and guidelines. Cross-sells credit union services and products to strengthen member relations with Summit Credit Union in order to achieve and maintains minimum monthly referral goals. Maints a working knowledge of work tools and systems. Maints a neat, well organized and stocked station. Reports equipment malfunctions to branch manager to communicate to Information Technology (IT). Assists with special projects when requested. Provides professional member service, which includes but is not limited to: Performs accurate transactions Greets the member, smiles, using the members’ name during the transaction Thanking each member for his or her business Offering a product or service that would help their financial well being Refers members to other branch personnel as needed. Performs the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifies cash, endorsements, IDs and signatures. Cashes checks within limits and obtains further authorization when necessary. Issues cashier checks and redeems savings bonds. Prepares individual daily balance of teller cash transactions as well as other reports as necessary. Performs more complex transactions (with assistance as necessary). Handles proportionate volume of work based on branch demands.

Requirements

High school diploma or general education degree (GED)
Six months to one year of related experience and/or training; or equivalent combination of education and experience
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Knowledge of Internet Software; Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint)
Excellent communication and interpersonal skills with the ability to gain the trust of members
Excellent judgment and discretion; ability to handle multiple priorities simultaneously, meet deadlines, and handle work-related stress is required
Friendly, courteous, service-oriented, professional, outgoing, and member service oriented
Remain calm and professional in stressful situations
Must be able to work independently and productively with minimum supervision
Recognize problems, identify possible causes and resolve routine problems
Team player with a "can do" attitude that can work in a fast-paced environment
Ability to establish and maintain professional atmosphere for employees, clients and members
Able to work a flexible schedule to include various nights, weekends and holidays
May require some travel on an as needed basis
Has a working knowledge of other credit union departmental operations including, lending, Mortgage, Marketing Department, Accounting, Information Systems and Card Services
Must have an aptitude for meeting people, developing member confidence, and trust in our credit union
Must be able to handle large amounts of cash with speed and accuracy
Must be able to present services in a knowledgeable manner
Proven proficient teller skills

Responsibilities

Ensuring delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines
Providing timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned
Proactively participating in the referral process while using the “Selling is Telling” philosophy
Performing within company standards
Maintaining a positive, professional attitude and a pleasant tone while dealing with members and co-workers
Meeting or exceeding minimum Quarterly Score Assessment percentages regarding quality standards
Taking ownership of member requests and questions following up for resolution as a training opportunity
Maintaining control of member transactions to ensure the transactions are completed accurately and efficiently with minimal wait time with the use of a transaction ticket for every transaction
Reviewing staff intranet for updated policy and procedure, forms, and communications suggesting changes to enhance service to members, being especially familiar with the Teller Page
Remaining current on policies, procedures, systems and services that are offered to provide efficient member service
Operating under and enforcing credit union policies and guidelines
Cross-selling credit union services and products to strengthen member relations with Summit Credit Union in order to achieve and maintains minimum monthly referral goals
Maintaining a working knowledge of work tools and systems
Maintaining a neat, well organized and stocked station
Reporting equipment malfunctions to branch manager to communicate to Information Technology (IT)
Assisting with special projects when requested
Providing professional member service
Performing accurate transactions
Greeting the member, smiles, using the members’ name during the transaction
Thanking each member for his or her business
Offering a product or service that would help their financial well being
Referring members to other branch personnel as needed
Performing the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifies cash, endorsements, IDs and signatures
Cashing checks within limits and obtains further authorization when necessary
Issuing cashier checks and redeems savings bonds
Preparing individual daily balance of teller cash transactions as well as other reports as necessary
Performing more complex transactions (with assistance as necessary)
Handling proportionate volume of work based on branch demands