Teller

Qualifications
The depth or level of know how to perform the job
The application in applying know how to perform the job
The degree of knowledge acquired to understand other functions and the company mission
Professionalism & Appearance- Demonstrates and conveys a favorable image when representing the credit union
Demonstrates sensitivity, cooperation, understanding of others, and respect
High school graduate or equivalent
Excellent communication skills and willingness to assist others
Ability to successfully recognize and offer sales opportunities
Professional appearance, dress, and attitude
Solid math skills
Attention to detail and accuracy
Ability to operate related computer software, and other business equipment including 10-key, currency and coin counters, cash machines, self-assist machines, video, iPad and telephone
Benefits
Starting pay 15.00-18.65 depending on experience!
Offering full time, 30 hours per week!
Benefits Eligible!
Responsibilities
Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders and cash advances
Responsible for balancing each day’s transactions and verifies cash totals
Establishes and builds member relationships by identifying members’ needs and educating them about specific products and/or services
Enthusiastically cross-sells Credit Union services
Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance
Certified Tellers should be able to resolve more complex member transactions independently, refer members, as necessary
Responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions, and self-serve channels
Actively promotes and cross sells digital services to members and serves as a digital services expert in the branch
Performs various clerical functions and assists other Service Representatives with duties as required
Serves members promptly and professionally
Ability to attain expected baselines in sales, volume, and service is expected to support branch goals
Assumes responsibility for the efficient, effective, and accurate performance of teller functions
Ensures teller functions are correctly performed and are in accordance with established policies and procedures
Maintains privacy of member account information
Performs a wide variety of teller paying and receiving functions both “in person” and processes “bank by mail” transactions
Receives share deposits and loan payments
Prepares proper receipts
Processes transfers, cash advances, traveler’s checks, cashiers’ checks, and money orders
Disburses cash or check share withdrawals
Processes and posts CD, HSA’s and all types of IRA’s
Verifies transactions
Monitors deposit amounts and examines documents for endorsement and negotiability
Detects and resolves discrepancies promptly
Makes risk assessments of negotiable items including checks, drafts, wires, and cash withdrawals within assigned limits of authority
Balances daily transactions and verifies cash totals
Investigates and resolves out-of-balance conditions
Certified Tellers provide “override” function for other Tellers within defined authority limits
Assumes responsibility for the effective and professional performance of member service functions through sales and service
Performs all Member Service and Sales functions in accordance with established policies and procedures
Ensures that the Credit Union's professional reputation is maintained and projected
Maximizes the penetration of Credit Union products and services by identifying members’ needs and additional cross-sell opportunities, such as checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services to meet/exceed established sales and baseline goals
Actively and professionally cross-sells Credit Union services and records accepted teller referrals
Assists with new member onboarding 2x2’s calls as directed by branch management
Answers questions and assists members with more complex transactions and account problems providing resolutions within defined authority limits
Refers members to branch leadership as needed
Responsible for handling member interactions via all channels professionally, while utilizing effective sales and service technics to establish and build relationships
Opens and closes accounts as requested by members
corresponds with members regarding claims
Resolves transaction corrections in a timely manner in accordance with policy and procedures
Performs file maintenance and account changes as requested by members
Assumes responsibility to act as a branch expert for electronic services
Actively cross sells AFCU digital services including - Online Banking, Mobile banking, Card Guard, Bill Pay, Mobile Deposit and others
Has knowledge and understanding of AFCU digital services to be able to answer members’ questions and provide them with problem resolutions for digital services
Assists with the daily maintenance operations of self-assist in branch machines and video equipment
Keeps branch management informed of servicing issues
Assists members with account lock outs and Online Banking PIN/Password resets, direct deposit, ACH, wire transfers, and other digital service account needs by the member requested
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
Assists area personnel as required
Provides guidance to other Teller Service Reps and Trainees as directed by branch management
Keeps supervisor informed of area activities and of any significant problems or concerns
Responsible for implementing employees' own individual +0-day sales action plan to help meet individual and branch established sales goals
Takes direction from observation coaching by branch leadership to improve as needed
Attends and participates in trainings, meetings, and branch sales huddles and forward focus activities as required
Performs related clerical and receptionist duties as required
Responsible to adhere to Branch Safety, Security, and Teller Audit procedures
Member Focus - The degree to which member service is demonstrated in the day-to-day business environment
Applies to coworkers as well as, outside members, clients, etc
Teller Statistical Record – Meets defined Teller Performance Report Overall Score established expectations; including accepted teller referrals to Members served baselines
Attendance & Punctuality – Absences occurring outside the scope of leave granted by the credit unions policy hindering the ability to complete assigned tasks and duties
Display a high level of honesty, integrity, and confidentiality while conforming to established appearance and grooming policy
Cleanliness and neatness are maintained in the employee's work area
Teamwork & Cooperation- The degree to which individuals promote a positive, productive, and professional environment
Sales Performance- The degree to which sales efforts are effective in meeting sales goals
Core Values and Code of Conduct- Degree to which these company values are modeled and adhered to in all actions and behaviors
Job description
Mon – Sat Flex

Overview

Starting pay 15.00-18.65 depending on experience!

Offering full time, 30 hours per week!

Benefits Eligible!

What will you do?
• Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, money orders and cash advances.
• Responsible for balancing each day’s transactions and verifies cash totals.
• Establishes and builds member relationships by identifying members’ needs and educating them about specific products and/or services. Enthusiastically cross-sells Credit Union services.
• Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance.
• Certified Tellers should be able to resolve more complex member transactions independently, refer members, as necessary.
• Responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions, and self-serve channels.
• Actively promotes and cross sells digital services to members and serves as a digital services expert in the branch.
• Performs various clerical functions and assists other Service Representatives with duties as required.
• Serves members promptly and professionally.
• Ability to attain expected baselines in sales, volume, and service is expected to support branch goals.

Responsibilities
• Assumes responsibility for the efficient, effective, and accurate performance of teller functions
• Ensures teller functions are correctly performed and are in accordance with established policies and procedures.
• Maintains privacy of member account information.
• Performs a wide variety of teller paying and receiving functions both “in person” and processes “bank by mail” transactions. Receives share deposits and loan payments. Prepares proper receipts.
• Processes transfers, cash advances, traveler’s checks, cashiers’ checks, and money orders.
• Disburses cash or check share withdrawals.
• Processes and posts CD, HSA’s and all types of IRA’s.
• Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
• Makes risk assessments of negotiable items including checks, drafts, wires, and cash withdrawals within assigned limits of authority.
• Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
• Certified Tellers provide “override” function for other Tellers within defined authority limits.
• Assumes responsibility for the effective and professional performance of member service functions through sales and service.
• Performs all Member Service and Sales functions in accordance with established policies and procedures.
• Ensures that the Credit Union's professional reputation is maintained and projected.
• Maximizes the penetration of Credit Union products and services by identifying members’ needs and additional cross-sell opportunities, such as checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services to meet/exceed established sales and baseline goals.
• Actively and professionally cross-sells Credit Union services and records accepted teller referrals. Assists with new member onboarding 2x2’s calls as directed by branch management.
• Answers questions and assists members with more complex transactions and account problems providing resolutions within defined authority limits. Refers members to branch leadership as needed.
• Responsible for handling member interactions via all channels professionally, while utilizing effective sales and service technics to establish and build relationships.
• Opens and closes accounts as requested by members. Processes stop-payments and

corresponds with members regarding claims.
• Resolves transaction corrections in a timely manner in accordance with policy and procedures.
• Performs file maintenance and account changes as requested by members.
• Assumes responsibility to act as a branch expert for electronic services.
• Actively cross sells AFCU digital services including - Online Banking, Mobile banking, Card Guard, Bill Pay, Mobile Deposit and others.
• Has knowledge and understanding of AFCU digital services to be able to answer members’ questions and provide them with problem resolutions for digital services.
• Assists with the daily maintenance operations of self-assist in branch machines and video equipment. Keeps branch management informed of servicing issues.
• Assists members with account lock outs and Online Banking PIN/Password resets, direct deposit, ACH, wire transfers, and other digital service account needs by the member requested.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
• Assists area personnel as required. Provides guidance to other Teller Service Reps and Trainees as directed by branch management.
• Keeps supervisor informed of area activities and of any significant problems or concerns.
• Responsible for implementing employees' own individual +0-day sales action plan to help meet individual and branch established sales goals. Takes direction from observation coaching by branch leadership to improve as needed.
• Attends and participates in trainings, meetings, and branch sales huddles and forward focus activities as required.
• Performs related clerical and receptionist duties as required.
• Responsible to adhere to Branch Safety, Security, and Teller Audit procedures.

Performance Measurements
• Member Focus - The degree to which member service is demonstrated in the day-to-day business environment. Applies to coworkers as well as, outside members, clients, etc.
• Teller Statistical Record – Meets defined Teller Performance Report Overall Score established expectations; including accepted teller referrals to Members served baselines.
• Attendance & Punctuality – Absences occurring outside the scope of leave granted by the credit unions policy hindering the ability to complete assigned tasks and duties. This also includes punctuality- which encompasses the frequency of times tardy for work or returning from lunches and breaks.
• Job Knowledge -. The depth or level of know how to perform the job. The application in applying know how to perform the job. The degree of knowledge acquired to understand other functions and the company mission.
• Professionalism & Appearance- Demonstrates and conveys a favorable image when representing the credit union. Display a high level of honesty, integrity, and confidentiality while conforming to established appearance and grooming policy. Cleanliness and neatness are maintained in the employee's work area.
• Teamwork & Cooperation- The degree to which individuals promote a positive, productive, and professional environment. Demonstrates sensitivity, cooperation, understanding of others, and respect. The degree to which synergy is promoted.
• Sales Performance- The degree to which sales efforts are effective in meeting sales goals.
• Core Values and Code of Conduct- Degree to which these company values are modeled and adhered to in all actions and behaviors.

Training/Education/Certification

Qualifications
• High school graduate or equivalent.

Experience Required
• None
• Previous retail sales or other similar financial institution work experience preferred.

Skills/Abilities
• Excellent communication skills and willingness to assist others.
• Ability to successfully recognize and offer sales opportunities
• Professional appearance, dress, and attitude.
• Solid math skills.
• Attention to detail and accuracy.
• Ability to operate related computer software, and other business equipment including 10-key, currency and coin counters, cash machines, self-assist machines, video, iPad and telephone.

If this describes you, apply now to get the ball rolling! If it reminds you of someone you know that is also looking for work, tell them about us and this opportunity! Either way, thanks for considering us as your future employer, we look forward to hearing from you.