About The Position

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They focus on service excellence and financial wellbeing by building trust through member transactions, handling cash responsibly, and engaging in basic consultative conversations to identify member needs. Tellers perform transactions precisely, follow operational and compliance standards, and provide courteous, solutions-oriented support. They build foundational knowledge of credit union products and services, support members’ financial wellbeing, promote self-service adoption, and help maintain a welcoming, inclusive branch environment.

Requirements

  • High school diploma or GED.
  • At least 1 year of experience in sales and service.
  • Demonstrated accuracy and focus in processing transactions, maintaining records, and following procedures, including proactively recognizing and resolving discrepancies.
  • Genuine care, patience, and professionalism in member interactions; ability to recognize member emotions and respond appropriately.
  • Ability to adapt to changing processes, technologies, and priorities while maintaining a positive, solutions-focused mindset in a fast-paced environment.
  • Clear, confident communication and active listening skills.
  • Ability to contribute to branch goals through teamwork, communication, and shared accountability, and to foster a cooperative, inclusive environment.
  • Comfort with technology and eagerness to learn new systems or tools, receive feedback, and pursue professional growth.

Nice To Haves

  • Bilingual ability preferred.
  • Previous cash-handling experience.
  • Previous financial institution experience.
  • State notary certification within 30 days.

Responsibilities

  • Welcome members to the branch, manage lobby traffic and appointment scheduling, and provide courteous, professional, solutions-oriented support.
  • Process member transactions, including deposits, withdrawals, check payments, and account servicing, accurately and professionally.
  • Follow operational and compliance policies, take ownership of issue resolution, and act promptly on potential fraud or security concerns.
  • Engage members in consultative conversations to identify financial needs, provide basic financial guidance, and submit qualified referrals.
  • Use and promote digital tools and CRM systems to complete transactions accurately, maintain data integrity, and help members adopt self-service options.
  • Participate in coaching, feedback sessions, and cross-training to develop skills and support branch goals.
  • Perform other duties as assigned.
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