Job Description
Chief Financial Credit Union Teller I Department:
Branch Operations
Grade:
4
Reports To:
Branch Manager, Assistant Branch Manager
Classification:
Non-Exempt
Supervises Direct:
None
Supervises Indirect:
None
Approved By:
Effective Date:
01/01/2021
Revised Date:
08/03/2021
Role: As the entry level position in Branch Operations, an individual in this role is primarily responsible for responding to and processing member transactions and inquiries. This individual will maintain a strong knowledge of Credit Union products and procedures to provide outstanding member service.
Essential Functions & Responsibilities: E
40%
Receives and accurately processes member financial transactions, including but not limited to: deposits, withdrawals, account histories, wires and loan payments; sells money orders, gift cards and cashier checks to members; transfers amounts from member accounts as directed.
E
20%
Respond to and handle member requests across multiple platforms including but not limited to: print debit cards and reset pins, check orders, stop payments, online banking requests and reloadable/gift cards. Also perform a variety of miscellaneous tasks including filing, copying, data input, and answering the telephone.
E
15%
Verify member information and security and maintain/update member and Credit Union records including but not limited to: check holds, secured and uncollected funds, CTRs, SARs.
E
10%
Balance cash drawer and accurately complete all end of day tasks accurately and efficiently.
E
10%
Provide friendly, professional, and confidential service to all members and associates, and maintain knowledge of all products and services the Credit Union offers.
N
5%
Performs other job-related duties as assigned.
Performance Measurements: 1.
Provide informed, professional and accurate service and support to all members and associates by responding to all requests promptly.
2.
Accurately post transactions and balance cash drawer daily in accordance with established Credit Union policies and procedures.
3.
Maintain a clear understanding of all current products and procedures within the Credit Union.
4.
Maintain a dependable record of attendance and timeliness.
5.
Maintain a professional work environment and businesslike appearance.
6.
Process member transactions with zero unresolved errors and accurately record daily balances within 15 minutes of closing time.
7.
Uphold Chief Financials' Core Values:
•Integrity in all Relationships: Strive to do what is right for the Credit Union, employees and membership with each interaction
•Social Responsibility is Everyone's Responsibility: All employees of the organization should seek ways to help the members of the communities we serve to live a better life each day
•Perseverance Leads to Answers: Never stop trying to find a solution
Knowledge and Skills: Experience
The role can be learned in hours, days, or weeks.
Education
A high school education or GED.
Interpersonal Skills
Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
Other Skills
General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate encoding, coin counting, and cash counting machines. Basic knowledge of established teller procedures and policies. Understanding of Credit Union operations. Maintains confidentiality related to Credit Union operations and work-related information.
Physical Requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to process work; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies weighing up to 20 pounds.
Work Environment
This job operates in a professional office environment within one of the credit union branches or its' Headquarters. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
This Job Description is not a complete statement of all duties and responsibilities comprising the position. Chief Financial Credit Union
Job Tags
Full time, Immediate start,