POSITION TITLE: Teller 

REPORTS TO: Branch Operations Manager

DEPARTMENT: Retail Operations

PAY GRADE: 6

FLSA STATUS: Non-Exempt

PURPOSE: The primary purpose of this position is to fulfill Financial Center First CU’s vision of inspiring financial wellness. The position must deliver high quality service to both internal and external members by supporting and promoting our values to Care, Listen, Learn, Solve, and Act.

Responsible for accurately processing financial transactions and being an effective source of information for members: in lobby and at the drive-thru window. Provides friendly, professional, confidential and effective assistance to members and other Credit Union employees, assuring a positive member experience. Identifies and capitalizes on opportunities to promote and refer new services or products, that will benefit the member’s financial life.

ESSENTIAL DUTIES:

• Demonstrate efficiency with financial transactions for checking, savings and borrowing: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with members to assure needs are met
• Enters transactions into Credit Union system, recording all transactions and producing member receipts. Receives loan payments and savings deposits from member, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member calculations and validates checks and/or counts cash payments.
• Identifies and capitalizes on opportunities to promote and refer new services or products, that will benefit the member’s financial life
• Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products. Refer member to appropriate staff member, if needed.
• Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
• Educate and coach members on how to use electronic services (online, mobile and ATM) so they can bank conveniently. 
• Assists with completing opening and closing procedures such as; processing night drop, ATM, and daily MSR scanning.
• Daily opens and closes teller terminal, maintains proper amount of currency in drawer, accounts for assigned cash, checks and other monetary instruments and transactions. 
• Maintains neat and orderly work area and ensures that all negligible and confidential records are properly secured
• Adheres at all times to applicable policies, including, check cashing, identification and security
• Participate in community events supported by the Credit Union
• Performs other duties as commensurate with this position

REQUIRED BACKGROUND:

• Customer service and cash handling experience preferred
• High school diploma or equivalent is required
• Must feel comfortable handling large amounts of cash and working at computer terminals.
• Must be able to achieve proficiency and knowledge of relevant Credit Union systems, Credit Union products and services within 90 days
• Excellent verbal and written communication skills. A thorough understanding of customer service.
• Trustworthiness and the ability to act with integrity. 
• Must be accurate and attentive to detail. Show patience, diplomacy and tact when serving members and other Credit Union staff.
• Bilingual in English and Spanish is a plus

WORK ENVIRONMENT:

• The work requires physical mobility within the general work area and prolonged standing within a small work area. 
• Long periods of intense concentration, continual communication with members, repetitive tasks and a high level of attention to security.
• Must be able to lift 15 pounds at a time.
• May be temporarily or permanently transferred to another Branch as required.