Teller

Summit Credit UnionGreensboro, NC
Onsite

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.

Requirements

  • High school diploma or general education degree (GED); and/or 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.
  • 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.

Nice To Haves

  • Able to work a flexible schedule to include various nights, weekends and holidays.
  • May require some travel on an as needed basis.

Responsibilities

  • Performs within company standards, including but not limited to member survey results, balancing performance, meeting cross-sales and referral goals and transaction-volume.
  • Maintains 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.
  • Maintains 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.
  • Maintains a working knowledge of work tools and systems.
  • Maintains 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: 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.
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