Teller
About The Position
Tellers provide paying and receiving services to credit union members, including deposits, withdrawals, loan payments, cashiers’ checks, money orders, and cash advances. They balance daily transactions, verify cash totals, maintain the privacy of member account information, and follow established policies and procedures. Tellers build member relationships by identifying needs, explaining products and services, and making referrals and cross-selling opportunities. They also provide account services, assist members through in-person and remote channels, and promote and support digital services. Certified Tellers may handle more complex transactions independently and provide overrides to other tellers within defined authority limits. This position is scheduled Monday through Friday on a flexible schedule for 30 hours per week. The hourly salary range is $15.50–$19.88, with compensation determined by relevant job-related skills and experience.
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 in person and through bank-by-mail transactions, including deposits, loan payments, withdrawals, transfers, cash advances, traveler’s checks, cashiers’ checks, money orders, and CD, HSA, and IRA transactions.
- Verify transactions and negotiable items, examine documents for endorsement and negotiability, assess risk within assigned authority, resolve discrepancies, and balance daily transactions and cash totals.
- Maintain the privacy of member account information and follow established policies, procedures, safety, security, and teller audit requirements.
- Identify members’ needs and cross-sell credit union products and services, record accepted referrals, support sales goals, and assist with new-member onboarding calls as directed.
- Answer member questions, resolve account and transaction issues within defined authority limits, refer members to branch leadership when needed, and handle interactions professionally across in-person, phone, mail, text, email, video, and self-service channels.
- Open and close accounts, renew certificates, process stop payments and claims correspondence, perform file maintenance and account changes, and assist members with bookkeeping and account maintenance.
- Promote and support digital services, answer questions and resolve digital-service issues, help members with online banking access and PIN/password resets, and assist with direct deposit, ACH, wire transfers, and other digital account needs.
- Assist with daily maintenance of branch self-assist machines and video equipment and report servicing issues to branch management.
- Assist other area personnel, provide guidance to teller representatives and trainees as directed, keep supervisors informed of significant issues, participate in trainings and meetings, and perform related clerical and receptionist duties.
- Implement an individual 90-day sales action plan and participate in coaching and branch sales activities.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
