Teller

Description

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:

1. 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.
2. 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.
3. Access electronic records; access email daily for e-communication; Assure proper maintenance, cleanliness, and security of work area, desks, and equipment.
4. 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.
5. Continually expand knowledge of all CU products and services.
6. Maintain knowledge of member services in area of responsibility; Assist members with general Credit Union information regarding savings and loan products.
7. Cross-sell Credit Union retail services and products to members and non-members. 
8. 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.
9. Provide members with access to safe deposit boxes.
10. 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:

1. Hand dexterity required to operate computer terminal and/or related equipment.
2. Eye coordination required to operate computer/teller terminal.
3. Sitting at desk or computer workstation for periods of time.
4. Travels to Credit Union facilities/locations as required.
5. Lifts books, ledgers, records, etc.
6. Moves around credit union between levels or floors while performing duties.
7. Bending and stretching in work area and vault area.
8. Stands for periods of time at workstation.
9. Speaks and listens to members and explains credit union services.
10. 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.