Vault Teller

RALLY CREDIT UNION•Alamo, TX

56d•Onsite

About The Position

The Vault Teller ensures the branch has adequate cash for operations, supervises and provides technical assistance to Teller staff, troubleshoots issues, maintains knowledge of credit union products and services for referrals, and manages the daily operations of the assigned ATM(s). The position delivers professional member service, supports effective front-line operations, and helps ensure staff are trained and branch goals are achieved. The role oversees cash handling and balancing, assists with workflow distribution, supports cross-selling, handles complex transactions and sensitive member issues, reconciles branch reports and general ledger accounts as required, and performs opening and closing procedures. It also monitors branch equipment and security systems, follows dual-control and internal-control procedures, and complies with applicable policies, training requirements, and regulations, including BSA, AML, OFAC, CIP, and MDD. The position involves frequent contact with employees, members, and vendors in person and by phone. Travel to alternate branches may be required to support operational needs. The employee must perform duties independently or with limited supervision, handle changing priorities and deadlines, and maintain discretion when dealing with confidential matters.

Requirements

High school diploma or GED.
At least two years of prior experience in the teller area of a financial institution, or one year of financial teller experience and one year of comparable experience in decision-making and cash handling.
Ability to perform job functions independently or with limited supervision and work effectively individually or as part of a team.
Ability to read and carry out written instructions and follow oral instructions; communicate clearly and logically.
Ability to handle diverse personalities professionally and exercise tact, discretion, and strong customer service when dealing with the public.
Ability to maintain composure under deadlines, accuracy requirements, and fast-paced conditions, and to handle multiple, simultaneous, and changing priorities.
Ability to exercise discretion with confidential internal and external matters.
Ability to drive a vehicle and hold a valid Texas driver’s license.
Ability to perform wrist and hand manipulation, remain at a workstation for extended periods, lift up to 50 pounds, bend, stoop, and reach overhead; close vision for frequent computer-monitor and document viewing; ability to stand for extended periods as needed; and clear speech and hearing for staff and member interaction.
Ability to travel to alternate branch locations as scheduled or as business needs arise, including temporary or permanent assignments.

Responsibilities

Ensure the branch has adequate cash for operations and that staff and vault balances are correct at the end of each day; secure monies according to established procedures.
Supervise and provide technical assistance to Teller staff, assist with workflow assignments, and help train and develop employees.
Deliver courteous, professional, timely, accurate, and efficient member service; answer questions, solve problems, assist with complex transactions and sensitive issues, and explain policies and procedures.
Maintain knowledge of credit union products and services and encourage staff to cross-sell them.
Provide instruction to employees regarding policies, procedures, service, and product offerings; ensure personnel are trained and effectively utilized.
Make judgments within delegated authority regarding cashing or accepting checks or drafts.
Investigate staff out-of-balance conditions, establish corrective procedures, and assist in finding balancing errors.
Scan daily work, reconcile branch reports and general ledger accounts as required, and assist others with tasks and assignments.
Perform opening and closing procedures, including vault, alarm, and door duties.
Monitor the ATM(s) assigned to the location and notify the manager of surveillance, ATM, alarm, drive-through, or branch equipment malfunctions; dispatch service as necessary.
Follow dual-control processes and audit cash drawers as required.
Adhere to security and internal-control procedures, policies, mandatory training, and credit union and product training.
Maintain current knowledge of related policies, procedures, rules, regulations, and robbery procedures; comply with applicable BSA, AML, OFAC, CIP, and MDD requirements and complete annual BSA/AML training.
Perform other duties as assigned.