Teller- North Shore Branch
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Texas Bay Area Credit U
Houston, TX, US
Summary
The teller is responsible for performing member transactions efficiently while providing exceptional service and maintaining accurate cash drawer balances. They must also educate members on credit union products and services to support their individual financial journeys.
Job Description
Location
15763 Wallisville Rd, Houston, TX 77049
Schedule
Monday - Friday: 12:30 PM - 5:30 PM
Saturday: 8:30 AM - 12:30 PM
Primary Job Function
In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Teller is responsible for performing member transactions in an efficient manner, while providing an exceptional experience.
Essential Duties and Responsibilities
- Provide prompt and courteous service to members. This includes greeting all members with eye contact and a smile, thanking every member by name at the end of each transaction, and maintaining confidentiality concerning member accounts.
- Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
- Balance cash drawer with system totals daily.
- Maintain security of cash drawer and teller number at all times.
- Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
- Sell various merchandise items such as money orders, official checks, etc.
- Admit members into Safe Deposit Box according to set procedures, if applicable.
- Maintain a working knowledge of all TBCU products, services, and promotions.
- Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
- Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
- Participates in the Performance Reward Program.
Other Duties and Responsibilities
- Play an active part in helping credit union teams function smoothly and efficiently.
- Stay alert to potential problems and propose changes to policies and programs.
- Back-up other coworkers as needed.
- Perform other duties as assigned or needed.
- As an employee of a “Essential Business” (as defined by Texas’s Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
- Comply with all Federal, State, and Local regulations.
Required Knowledge
- A high school education or GED
- One month to twelve months of similar or related experience
- Completion of required training courses
- Proficient in MS Office and computer skills
Required Abilities
- Attention to detail and strong organizational skills
- Analytical, problem resolution, and decision-making skills
- Strong verbal and non-verbal communication skills
- Must be self-motivated and a quick learner
- Must be able to multi task and work well in a fast-paced environment
- Excellent member service skills
- Demonstrate all Texas Bay Core Values
- Demonstrate the ability to maintain confidentiality and exercise discretion
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.
Disclaimer
The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Everything we’ve done has been to help you achieve your financial dreams.
Texas Bay Credit Union was established on May 12, 1936, with the sole purpose of providing the resources needed for members to be in the best financial standing possible.
We are here to make sure the road to your dreams is smooth and easily traveled. From wherever you are in that journey now, we provide a clear path to your financial dreams.
Through the good and the bad we are here for you. Always.
No twists. No turns. No surprises. We are here to guide you to your dreams.
As your Financial Partner, your goals become our goals. We will provide you with every last option and opportunity to make your dreams a reality, from being free from debt to being able to take your family on the vacation of a lifetime to purchasing the car or home of your dreams. We are here every step of the way.
The path to your financial dreams is waiting for you, right here.
Insured by NCUA. Equal Housing Opportunity.
https://linktr.ee/TexasBayCU
Founded
1936
Company size
51-200 employees
Industry
Banking
Org type
Nonprofit
Headquarters
Houston, TX
Everything we’ve done has been to help you achieve your financial dreams.
Texas Bay Credit Union was established on May 12, 1936, with the sole purpose of providing the resources needed for members to be in the best financial standing possible.
We are here to make sure the road to your dreams is smooth and easily traveled. From wherever you are in that journey now, we provide a clear path to your financial dreams.
Through the good and the bad we are here for you. Always.
No twists. No turns. No surprises. We are here to guide you to your dreams.
As your Financial Partner, your goals become our goals. We will provide you with every last option and opportunity to make your dreams a reality, from being free from debt to being able to take your family on the vacation of a lifetime to purchasing the car or home of your dreams. We are here every step of the way.
The path to your financial dreams is waiting for you, right here.
Insured by NCUA. Equal Housing Opportunity.
https://linktr.ee/TexasBayCU
Founded
1936
Company size
51-200 employees
Industry
Banking
Org type
Nonprofit
Headquarters
Houston, TX