Teller

America First Credit Union•Springville, UT
•$15 - $18

About The Position

Tellers serve as member-facing representatives, processing deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, money orders, and other financial transactions. They balance daily transactions, verify cash totals, protect member account privacy, and resolve discrepancies within their authority. Certified Tellers may independently handle more complex transactions and provide overrides for other tellers within defined limits. The role also involves building member relationships by identifying financial needs, explaining and cross-selling Credit Union products and services, opening and maintaining accounts, and assisting with account issues. Tellers support members across in-person, phone, mail, text, email, video, and self-service channels, and act as branch experts on digital services. They assist with branch equipment and self-service operations, perform clerical duties, support colleagues, and follow branch safety, security, and teller audit procedures. The schedule is Monday through Saturday, flexible.

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

  • Previous retail sales experience or similar work experience at a financial institution is preferred.

Responsibilities

  • Perform teller paying and receiving functions, including processing deposits, withdrawals, loan payments, transfers, cash advances, traveler’s checks, cashier’s checks, money orders, and bank-by-mail transactions.
  • Process and post certificates of deposit, HSAs, and IRA accounts; open and close accounts; renew certificates; and perform account maintenance and file changes.
  • Verify transactions and negotiable items, monitor deposits, assess risk within assigned authority, detect discrepancies, and resolve transaction corrections.
  • Balance daily transactions, verify cash totals, investigate out-of-balance conditions, and provide teller overrides when certified and authorized.
  • Maintain the privacy of member account information and follow established policies and procedures.
  • Identify member needs and cross-sell Credit Union products and services, record accepted referrals, support onboarding calls as directed, and work toward sales and service goals.
  • Answer member questions, assist with complex transactions and account problems, resolve issues within authority, and refer members to branch leadership when needed.
  • Handle member interactions professionally across in-person and other channels, including phone, mail, text, email, video, and self-service channels.
  • Promote and support digital services, assist members with digital-service questions and problems, and help with account lockouts, online banking PIN/password resets, direct deposit, ACH, and wire transfers.
  • Assist with daily maintenance of branch self-service machines and video equipment, and inform branch management of servicing issues.
  • Assist other area personnel and provide guidance to Teller Service Representatives and trainees as directed by branch management.
  • Keep the supervisor informed of area activities and significant concerns; implement an individual 90-day sales action plan and participate in coaching.
  • Attend and participate in required training, meetings, sales huddles, and forward-focus activities.
  • Perform related clerical and receptionist duties and adhere to branch safety, security, and teller audit procedures.
  • Serve members promptly and professionally while supporting branch goals for sales, transaction volume, and service.
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