Teller

United States·Montgomerymid

Other

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Quick Summary

Overview

Role Responsible for accurately processing financial transactions and assisting members in the lobby, drive-thru window and/or by telephone. Provides friendly, professional,

Technical Tools

Other

Responsible for accurately processing financial transactions and assisting members in the lobby, drive-thru window and/or by telephone. Provides friendly, professional, confidential service to members by assuring a positive experience and minimizing wait time.

Responsibilities

~2 min read

30%

Demonstrate efficiency with financial transactions for checking, savings, and loan members; receives funds, posts transactions, and processes withdrawals as requested. Processes redemption for bonds as needed. Verbally confirms intended transactions with members to assure needs are met and minimize errors.

25%

Processes transactions effectively to ensure minimal errors are made. Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Follows established procedures with regards to accepting, determining appropriate holds, and negotiating checks on member accounts. Effectively processes shared branching transactions according to Shared Branching Operating Rules and Regulations.

20%

Adheres to service standard expectations by exceeding established sales and service goals monthly. Identifies cross sell opportunities through engaging in conversation with members to determine product and service needs.

10%

Assist other departments and branches with transactions as needed, provide support for branch managers with staffing needs and fulfilling member requests. Assists with member care center calls as needed.

Create and maintain a clean, neat, and professional work environment and have a positive outlook and behavior toward members and team members.

Comply with all company policies, procedures, and service standards. Comply with all applicable laws and regulations.

All other job responsibilities as assigned by management.

Experience

Six months of customer service and/or cash handling experience.

Education/Certifications/Licenses

High school degree or GED required.

Interpersonal Skills

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.

Other Skills

Must be bondable. Good written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.

Requirements

~2 min read

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal to moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

ASE Credit Union is an Equal Opportunity Employer