Job Description - PT Teller


 As a Credit Union Teller, the responsibilities include processing member transitions, and overseeing cash

  • Support member engagement by processing teller transactions and making appropriate introductions to member service representatives.
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of credit union procedures and products, as well as partners across the organization
  • Receive directions from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with members and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet members financial needs

Requirements

Required Qualifications:

  • 6+ months of interacting with customer/member experience, or equivalent demonstrated through work experience, or training.

Desired Qualifications:

  • Member service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect members to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with members and team members
  • Experience working with others on a team to meet member needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues

Job Expectations:

Ability to work a Saturday schedule


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