POSITION TITLE: Teller
DEPARTMENT: Retail
POSITION FUNCTION
Under the general supervision of the Branch Manager, Asst. Branch Manager and Teller Supervisor, performs a wide variety of member initiated transactional services and related tasks.
ESSENTIAL FUNCTIONS:
-
Process cash and check deposits and withdrawals for personal and business accounts; Cash and deposit checks according to Funds Availability Policy; Sell cashier’s checks, apply safe deposit, loan, and mortgage payments; Process transactions/updates for dormant accounts. Provide overrides within assigned Teller Authority limit.
-
Prove cash drawer; Balance daily work ensuring that checks received, checks disbursed and GL transactions are in balance; scan checks. Assist in balancing branch totals at end of day, completing all documentation, processing, and reports; Assist with coin machine and ATM.
-
Access electronic records; access email daily for e-communication; Assure proper maintenance, cleanliness, and security of work area, desks, and equipment.
-
Ensure confidentiality of member transactions; Follow regulatory compliance procedures including, but not limited to, BSA, Robbery and Security, Privacy, Check 21; Follow all CU policies and procedures; Observe security and regulatory procedures.
-
Continually expand knowledge of all CU products and services.
-
Maintain knowledge of member services in area of responsibility; Assist members with general Credit Union information regarding savings and loan products.
-
Cross-sell Credit Union retail services and products to members and non-members.
-
Complete change of address; CD change of term, inform members of documentation needed for other account changes; open new share accounts; maintain access to electronic services; obtain signature cards and complete all documentation in accordance with Credit Union policy; Complete and process all stop payments; create and make changes to share transfers, place check orders and issue temporary checks.
-
Provide members with access to safe deposit boxes.
-
Perform additional duties as assigned.
ADDITIONAL RESPONSIBILITIES
-
Maintains a required level of quality and quantity of work.
-
Works within procedural limits of position.
-
Ensures proper documentation and reporting in accordance with regulatory compliance.
-
Tenured tellers may assist in the training of new tellers.
-
Continues education when necessary.
-
Performs related member services and clerical work as required or assigned.
-
Ensures credit union confidentiality.
PHYSICAL DEMANDS:
-
Hand dexterity required to operate computer terminal and/or related equipment.
-
Eye coordination required to operate computer/teller terminal.
-
Sitting at desk or computer workstation for periods of time.
-
Travels to Credit Union facilities/locations as required.
-
Lifts books, ledgers, records, etc.
-
Moves around credit union between levels or floors while performing duties.
-
Bending and stretching in work area and vault area.
-
Stands for periods of time at workstation.
-
Speaks and listens to members and explains credit union services.
-
Lifts cash/coin bags, cash drawers.
This position description covers the more prominent duties performed and is not limited to other work duties that may be assigned.