Description

Addition Financial is a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals.

Our members have built Addition Financial into a billion dollar institution, rated 5-stars for our strength and security.

And in return, Addition Financial has been there for our members and the communities we serve throughout Central Florida, since 1937.

Role Overview

Supervises, coordinates, and schedules activities of employees engaged in Teller functions, ensuring that work is performed in accordance with established policies and procedures such as : accurately accounting for funds received and disbursed, correctly recording member transactions in the credit union's data processing system, and providing information to members with respect to their financial and other transactions at the credit union.

Day-to-Day

• Recognize referral opportunities and refers members for specialized services, including investments, real estate, commercial, and other financial needs.
• Encourage, coach and inspire Team Members on how to recognize referral opportunities and to recommend relevant services for members.
• Supervise, coordinate, and schedule teller activities ensuring work is performed in accordance with established policies and procedures / regulations.
• Develop teller work schedules to provide adequate level of service to members.
• Daily ensure all teller transactions are balanced : searching records to assist tellers in locating / reconciling posting errors.
• Audit teller cash drawers when needed and remove cash to vault to reduce drawer levels when appropriate.
• Performs teller work to assist teller staff during peak work periods.
• Performs other duties as needed.

Requirements

High school diploma or general education degree (GED); plus one to three years related experience and / or training in a full service financial institution.

Last updated : 2024-04-27