Teller

Capital Credit Union•Neenah, WI
•Onsite

About The Position

The Teller supports Capital Credit Union’s mission by assisting members in person, through drive-ups, and by telephone. The role provides Credit Union information, processes member transactions and requests, responds to concerns with an enthusiastic, service-oriented approach, and balances a cash drawer and daily work. The Teller also builds member relationships through consultative service, product education, and referrals.

Requirements

  • High school education or equivalent preparation sufficient to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos, and to perform arithmetic using whole numbers, fractions, and decimals.
  • Ability to operate an online computer terminal, including the core computer system and email, a coin processing machine, and an adding machine; skills may be 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 and closely examine documentation.
  • High degree of accuracy.
  • Analytical ability to research and resolve member problems and locate and correct cash and posting errors.
  • Interpersonal skills to deal effectively and efficiently with diverse 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 requests such as account research, stop payments, direct deposits, ACH, payroll deductions, wire transfers, and safe deposit boxes.
  • Build financial relationships with members using a consultative approach.
  • Discuss promotions and refer members to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging appointments.
  • Educate members about Home Banking, E-Services, and other products.
  • Promote Credit Union products and services to new and existing members, tailoring information to members’ needs.
  • Balance the cash drawer and daily transactions in accordance with policy, seek recovery of errors, and communicate errors to affected members.
  • Open and/or close the branch according to applicable procedures and policies.
  • Perform miscellaneous duties, including mail transactions, night deposits, deposit verifications, filing, and account updates.
  • Stay current on procedural and policy changes by reading teller bulletins and memos and attending staff meetings.
  • Assist with additional branch duties such as safe deposit box billings, vault balancing, supply orders, and coin shipments.
  • Assist other departments or branches as needed and when time permits.
  • Assist in training new employees.
  • Cross-train in Teller Supervisor functions and Member Services and provide backup to those areas as needed.
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