Teller I, II, or III

Essential Duties and Responsibilities:

Teller I

• Process member transactions on several platforms accurately and efficiently via face-to-face, drive-thru, phone and email.  Transactions will include wires and credit card advances.
• Assist members with general account maintenance, including direct deposit and distribution changes, check orders and safe deposit box opening and entry.
• Assist members with internet and home banking usage.
• Act as a call center representative on a rotating basis.
• Act as a float teller (working in other branches) on a rotating basis.
• Discover product and service opportunities and refer them to the appropriate department.
• Perform all other administrative duties as requested.

 Teller II – Must meet Teller I criteria in addition to the following.

• Assist members with account maintenance, including account opening; share, certificate and debit/ATM card opening and maintenance; and direct deposit changes, distribution changes, check orders and safe deposit box opening and entry.
• Assist members with IRA maintenance, including contributions and distributions.
• Maintain a thorough knowledge of product and service offerings and discover cross-selling opportunities and present those to members and to increase product penetration.
• Perform credit union batch processes and other administrative duties as instructed.

Teller III – Must meet Teller II criteria in addition to the following.

• Assist members with IRA share and certificate opening and closing, as well as IRA maintenance, including contributions and distributions.

Skills and Qualifications Required:

• High school diploma. Cash handling and/or customer service experience preferred, with preference given to work in a financial institution.
• Ability to use basic functions of Microsoft Word and Excel.  Ability to use Adobe or other like software to complete and view fillable documents.
• Ability to read, analyze and interpret general business periodicals, professional journals and technical procedures.  Ability to organize thoughts in written and/ or oral form in a professional and grammatically correct manner, so that the recipient may easily understand the contents.
• Ability to calculate interest earned per term on Certificates of Deposit and per day on loans.  Ability to calculate minor calculations such as adding, subtracting, multiplying, dividing and figuring percentages.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.
• Ability to lift up to 20 pounds. Ability to sit or stand for extended periods and to walk to other locations in building as necessary to complete work.  Ability to push heavy doors as necessary to gain access to areas needing entry to complete work.  Ability to stoop, kneel and crouch to complete other tasks, as necessary.