Teller (Finance)
At Blue, we discover pathways to realize your possibilities. Our Teller position greets and acknowledges members to the credit union in a courteous, professional and timely manner. Promptly, accurately and efficiently process member financial transactions and inquires while providing an exceptional member service experience. Identify and recommend products/services best suited for potential and existing members and refers to appropriate staff.
Major Duties and Responsibilities
- Greet and acknowledge members to the credit union in a courteous, professional and timely manner. Promptly, accurately and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, official checks, money orders, other negotiable instruments and necessary general ledger postings according to policies, procedures, and standards. Accurately complete Currency Transaction Reports (CTR's) and Suspicious Activity Reports (SAR's) when needed. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality.
- Performs account maintenance to include but not limited to address changes, phone numbers, travel advisories, diary memos, and email address. Responds to member inquiries and requests of account information such as loan payoffs, balances, check orders, maturity dates, payment history, late fees, rates, etc. according to policies, procedures, and standards. Ensure proper identification is presented for appropriate inquires and requests.
- Assists with branch teller duties to include but not limited to ATM and night drop transactions, verifying cash/coin shipments, balancing cash machine and vaults, and performing opening and closing procedures adhering to security procedures and internal controls. Scans/emails any necessary documents to appropriate departments.
- Maintains, balances and verifies cash drawer denominations and totals throughout shift and at end of shift. Researches and tries to resolve discrepancies. Reports any discrepancy to the manager or appointed staff member on duty. Completes required teller reports and end of shift work.
- Completes all required quarterly/annual product knowledge exams and mandatory trainings. Participates in all Wednesday trainings/meetings and sales & service development activities
- Provides assistance to the Branch Manager and Assistant Manager on an as needed basis filling in at the branch where needed or at other branches for peak coverage, shortages, or vacations.
- Listens and responds to members' situations or complaints utilizing credit union service skills; offers solutions and if unable to resolve guides members to the appropriate staff or management for assistance.
- Maintains a thorough knowledge of the features and benefits of all Credit Union products and services in order to deepen member relationships. Identifies and recommends products/services best suited for potential and existing members and refers to appropriate staff.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills
ExperienceA minimum of one year up to three years of similar or related experience, including preparatory experience.
Education/Certifications/LicensesA high school degree or equivalent
Interpersonal SkillsCourtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.
Other SkillsStrong organizational, analytical and problem-solving skills. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Excellent communication skills. Good math Skills. Must possess a service orientation and be willing to sell products and services. Ability to function in a financial institution branch environment and operate business equipment including adding machine, copy/fax machine, telephone, computer, coin machine and cash counter.
FULL TIME POSITION:
Starting Range: $15.24 - $17.05
Full Range: $14.52 - $21.77
ADA Requirements
Physical RequirementsWhile performing the duties of this job, the employee is occasionally required to stand, walk, sit, reach with hands and arms, climb stairs, talk or hear. The employee may occasionally lift and/or move up to 50 lbs. (full coin bags)
Working ConditionsMust be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional RequirementsMust 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 speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. 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 highest level of discretion on both internal and external confidential matters.
For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees:
Working at Blue Video
At Blue Federal Credit Union, we don't just accept difference – we celebrate it! We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need.
Education
Preferred- High School or better
