Credit Union Teller Jobs

About The Position

Requirements

• Must be at least 18 years of age.
• High school diploma or GED.
• Two years of previous teller or equivalent customer-service experience.
• Strong interpersonal skills, a positive attitude, and a desire to help people.
• Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support.
• Effective verbal and written communication skills.
• Reliable attendance and good judgment.
• Basic math skills.
• Strong understanding of consumer experience with smartphones and tablets.
• Ability to organize and prioritize work and maintain accurate records.
• Ability to project a professional image.
• Ability to communicate with a diverse membership and employee group.
• Ability to perform responsibilities using computers and technology.
• Ability to sit and/or stand for extended periods and work in a changing, challenging, fast-paced environment with variable stress levels.
• Must provide own transportation.
• Occasional business travel is required.

Nice To Haves

• Previous experience recommending products and plans to improve a customer’s financial position.
• Knowledge of banking and/or credit union regulations.

Responsibilities

• Prepare for daily member interactions with a professional image and an organized workstation.
• Maintain knowledge of credit union products and processes.
• Greet members, understand their objectives by asking questions and listening, and recommend solutions or refer them to appropriate staff.
• Process member transactions accurately and efficiently, and follow up to ensure member satisfaction.
• Perform routine transactions, including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, Visa gift cards, cashier’s checks, and money orders.
• Receive share deposits, Visa payments, principal-only payments, mortgage payments, installment loan payments, and share-secured loan payments; ensure amounts due and applicable late charges are collected and entered into the computer system.
• Provide forms needed to transact business and issue proper payment receipts.
• Examine checks for endorsements and negotiability.
• Respond to member requests, problems, and complaints, or direct members to the appropriate person for assistance.
• Provide routine information about credit union products and services, membership eligibility, account types, dividend rates, locations, hours, and telephone numbers.
• Provide members with account status, including current balances.
• Accurately complete Currency Transaction Reports and Suspicious Activity Reports.
• Fulfill member service requests involving account maintenance, research, reconciliation, and correction.
• Safeguard credit union assets by handling cash and negotiable instruments consistently, verifying member identities, protecting confidential information, balancing at the end of each business day, and completing required daily reports.
• Maintain current knowledge of and comply with applicable regulations, policies, procedures, and standards, including OFAC, Bank Secrecy Act/Anti-Money Laundering, and U.S.A. Patriot Act requirements.
• Attend required training and perform other assigned duties, including filling in for other departments as member demand requires.