Teller (Hire-ahead)

America First Credit Union•Ogden, UT

3h•Onsite

About The Position

Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders and cash advances. They are responsible for balancing each day’s transactions and verifying cash totals. Tellers establish and build member relationships by identifying members’ needs and educating them about specific products and/or services, enthusiastically cross-selling Credit Union services. They perform a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance. Certified Tellers should be able to resolve more complex member transactions independently and refer members as necessary. They are responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions and self-serve channels. Tellers actively promote and cross-sell digital services to members and serve as a digital services expert in the branch. They perform various clerical functions and assist other Service Representatives with duties as required, serving members promptly and professionally. The ability to attain expected baselines in sales, volume, and service is expected to support branch goals.

Requirements

High school graduate or equivalent.
Excellent communication skills and willingness to assist others.
Ability to successfully 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 other business equipment including 10-key, currency and coin counters, cash machines, self-assist machines, video, iPad and telephone.

Nice To Haves

Previous retail sales or other similar financial institution work experience preferred.

Responsibilities

Perform paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders, cash advances, transfers, traveler’s checks, and all types of IRA’s, CD, HSA’s.
Balance daily transactions, verify cash totals, and resolve out-of-balance conditions.
Establish and build member relationships, identify needs, and educate members about products and services.
Actively cross-sell Credit Union services and digital services (Online Banking, Mobile banking, Card Guard, Bill Pay, Mobile Deposit).
Perform member service functions such as opening/closing accounts, renewing certificates, assisting with bookkeeping, account maintenance, stop-payments, claims, and transaction corrections.
Handle member interactions via all channels: in-person, phone, mail, text, email, video solutions, and self-serve channels.
Serve as a digital services expert, answering questions and providing problem resolutions for digital services, and assisting with account lockouts, PIN/Password resets, direct deposit, ACH, and wire transfers.
Make risk assessments of negotiable items (checks, drafts, wires, cash withdrawals) within assigned limits.
Perform clerical functions and assist other Service Representatives and Trainees.
Maintain privacy of member account information and adhere to Branch Safety, Security, and Teller Audit procedures.
Attain expected baselines in sales, volume, and service to support branch goals, including implementing a 90-day sales action plan.
Keep supervisor/branch management informed of activities and significant problems.
Attend and participate in trainings, meetings, and branch sales huddles.
Resolve more complex member transactions independently and provide "override" functions for other Tellers (for Certified Tellers).
Assist with daily maintenance operations of self-assist in-branch machines and video equipment.