General Summary (What is done and why)
The Teller is responsible for providing quality member service, accepting and accurately processing counter transactions and meeting established sales referral goals for Credit Union products.
Essential Functions, in Priority Order
(Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)
1 Complete members' transactions at the teller window with accuracy, timeliness, courtesy, confidentiality and professionalism. Time: 40%
2 Meet established sales referral goals as assigned by Branch Manager. Time: 35%
3 Open and close the branch and perform general account maintenance.Maintain and balance cash drawer, operating cash dispense machine, buying and selling cash to the vault, verifying cash and keeping cash in an orderly manner. Time: 25%
Working Relationships/Contacts (Positions with which incumbent has frequent contact)
Daily, personal contact with Credit Union members.
Daily, personal/written/phone contact with Credit Union staff.
Daily, personal/written/phone contact with Credit Union managers.
Physical Demands (Physical effort generally associated with this position)
Work involves standing for long periods of time and the need to have mobility throughout the Credit Union. There is potential for eyestrain from reading the computer screen. Manual dexterity is critical when handling cash and working with Branch Services equipment. Increased workload during busy times may cause increased stress levels. Ability to lift 50 pounds needed when lifting coin bags.
(Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)
Internal -- work is normally performed in climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.
External -- Some travel to branches may be required; however, information on environmental conditions is not available.
(Budget/asset amount managed, revenues produced, and/or other financial resource incumbent is accountable for. Also indicates judgement/decision-making level)
Branch Services is the primary and most direct line of contact for many Credit Union members. Therefore, having knowledgeable, efficient, professional front-line staff is critical to member satisfaction.
(Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)
Honesty and integrity
Basic knowledge of math.
Working knowledge with ten-key calculator, computer keyboard and computer programs such as Microsoft Word, Outlook and Internet.
Ability to interact with members in a positive, professional manner.
Strong belief in and commitment to quality customer service.
Ability to enjoy dealing with a wide variety of people.
Knowledge of Credit Union products and services.
Ability to engage members in conversations to increase product penetration.
Self motivated with demonstrated referral skills.
Ability to analyze member accounts to determine needs.
Understanding of banking regulations, Credit Union systems and procedures.
Ability to work under pressure.
Proven problem-solving abilities.
Ability to concentrate in a multi-task environment.
Ability to maintain a positive attitude and professional image.
Capable of empathizing with members, being patient and caring.
Tools and Equipment Used
All available general office equipment as needed.
All available computer software and hardware as needed.
Cash dispense machine.
High school diploma or equivalent.
Minimum of one year cash handling preferred
Minimum of one year customer service experience required.
Sales or referral experience with proven results.
United Federal Credit Union - 12 months ago
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