Teller

Capital Credit Union•Ashwaubenon, WI

About The Position

The Teller supports the Credit Union’s mission by assisting members in person, through drive-ups, and by telephone. The role processes member transactions, requests, and concerns while providing enthusiastic, quality service and promoting relevant products and services. The Teller balances a cash drawer and daily work, may open or close the branch, and may take on additional branch duties, assist other departments or branches, help train new employees, or provide backup to Teller Supervisor and Member Services functions.

Requirements

  • Ability to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos, and perform basic arithmetic; these abilities are normally acquired through completion of a high school education.
  • Ability to operate an online computer terminal, including the core computer system and email, a coin processing machine, and an adding machine; normally acquired through a basic course or one to three months of on-the-job experience.
  • Comprehensive knowledge of products, services, and transaction procedures, 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% of work time, closely examine documentation, and maintain a 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 member requests, including 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, make referrals to relevant representatives, and arrange member appointments.
  • Educate members about Home Banking, E-Services, and other products, and promote Credit Union products and services suited to their 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 such as 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.
  • May perform additional branch duties such as safe deposit box billings, vault balancing, ordering supplies, and coin shipments.
  • May assist other departments or branches as needed and when time permits.
  • May assist in training new employees.
  • May cross-train in Teller Supervisor functions and Member Services and provide backup as needed.
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