Part-Time Teller

Description

Role

Under the direction of the Retail Manager, the Teller conducts basic financial transactions for members of the Credit Union. The Teller handles routine member transactions, inquiries and resolves simple problems while maintaining excellent relationships with members, co-workers and management. The Teller is expected to provide prompt and friendly service, maintain a high degree of proficiency and efficiency in completing transactions, and be able to refer various products and services to members.

This is a PART-TIME position working 4 to 5 hours per day, Monday through Friday. Candidate will also be required to work 4 hours on a rotating Saturday morning schedule.

Requirements

Major Duties and Responsibilities

• 50% - Responsible for processing basic teller transactions including deposits, withdrawals, loan payments, negotiable instruments, transfers, and check cashing. Must be proficient in various member servicing requests including stop payments, address/phone number/email updates, check orders, online banking inquiries, ACH/A2A/AFT Transfers and incoming and outgoing Wire Transfers. Must be able to conduct such transactions with minimal assistance. Must be proficient in balancing with minimal errors and unreconciled cash differences. Responsible for handling member inquiries, whether in-person, via the telephone or email in a timely manner.
• 25% - Must demonstrate knowledge and understanding of all Credit Union products and services. Responsible for identifying opportunities and making suggestions/referrals for additional products/services while conducting member transactions and inquiries.
• 10% - Must demonstrate understanding of various consumer regulations governing member accounts and transactions, including but not limited to the Credit Union's Privacy Policy, Funds Availability Policy, OFAC, the Patriot Act and the Bank Secrecy Act. Must be able to properly complete a Currency Transaction Report with minimal or no errors. Must be able to identify behaviors or activities that are suspicious in nature and take appropriate action to prevent loss to the Credit Union and/or the Member. Must be able to recognize those transactions that may require a Hold, must be able to place the Hold and provide appropriate notice to the Member.
• 10% - Responsible for completing necessary training to advance to Member Advisor Position within six to twelve months.
• 5% - Other duties or projects as assigned by the Retail Manager.

Knowledge and Skills

EXPERIENCE

One to three years cash handling experience required. Previous experience in sales or as a Teller in a Bank or Credit Union preferred but not required.

EDUCATION/CERTIFICATIONS/LICENSES

High School Diploma or equivalent.

INTERPERSONAL SKILLS

Must demonstrate exceptional interpersonal skills with the ability to communicate to members, co-workers and management.

OTHER SKILLS

Must demonstrate good written and verbal communication skills in order to carry on a conversation with members. Must demonstrate analytical ability in order to resolve cash differences and resolve simple problems, both mathematically and conceptually. Must be able to perform basic math calculations. Must demonstrate organizational skills in order to successfully complete multiple tasks at any given point and time. Must be able to read, write and speak English. Ability to speak Spanish is a plus but not required. Must be proficient in the use of a personal computer, along with spreadsheet and word processing applications. Must be proficient in the use of office equipment, such as telephone, scanner, fax machine and calculator. Must demonstrate excellent critical thinking skills. Must be able to work independently and as a member of a dynamic team. Must demonstrate the ability to be punctual and maintain regular attendance.

ADA Requirements

PHYSICAL REQUIREMENTS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit, use hands to finger keyboards and keypads, handle or feel objects, such as currency, tools or controls; talk and hear. The employee frequently is required to reach with hands and arms. Additionally, the employee is required to stand, walk, stoop or kneel. On occasion, the employee must lift and/or move up to fifty (50) pounds. Specific vision abilities required for this job include close vision, distance vision, color vision and the ability to adjust focus with or without the aid of glasses.

WORKING CONDITIONS

The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job: 1) The noise level in the work environment is usually moderate. 2) The job is conducted in a temperature-controlled office environment.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently and with limited supervision. Must work effectively 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 perform basic financial calculations with accuracy. 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 stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.