What are the responsibilities and job description for the Field Teller position at Central Willamette Credit Union?
Brief Description
Field Teller (Float) — Bring the CWCU Experience to Multiple Branches!
Ever wish your workday came with a change of scenery, new faces, and the chance to be the “hero” who keeps things running smoothly? That’s what being a Field Teller (Float) is all about.
At Central Willamette Credit Union, our core values—Respect, Integrity, Ethics, Compassion, and Humor—aren’t just words; they guide how we show up for members and for each other. We’re here to build local loyalty, connect to our communities, and make life easier for the people we serve.
What you’ll do
The Field Teller provides exceptional, values-driven member service while supporting daily branch operations by performing teller and administrative functions at multiple branch locations. You’ll help ensure transactions are handled accurately and securely, member questions are answered clearly and kindly, and each branch feels supported when coverage is needed.
The big must-have: flexibility driving
This role is a float position, which means you’ll travel to different CWCU branches as needed to help with staffing coverage, PTO, training support, or busy days. If you like variety and can confidently jump into new environments, you’ll thrive here.
A valid driver’s license and auto insurance are required, and you must be comfortable driving to other branches (sometimes with short notice).
What you’ll be responsible for
Cash Handling & Transactions (35%)
If you’re dependable, friendly, and enjoy variety (and don’t mind being the person who saves the day at different branches), this could be a great fit.
Salary $17.72-$21.91
Field Teller (Float) — Bring the CWCU Experience to Multiple Branches!
Ever wish your workday came with a change of scenery, new faces, and the chance to be the “hero” who keeps things running smoothly? That’s what being a Field Teller (Float) is all about.
At Central Willamette Credit Union, our core values—Respect, Integrity, Ethics, Compassion, and Humor—aren’t just words; they guide how we show up for members and for each other. We’re here to build local loyalty, connect to our communities, and make life easier for the people we serve.
What you’ll do
The Field Teller provides exceptional, values-driven member service while supporting daily branch operations by performing teller and administrative functions at multiple branch locations. You’ll help ensure transactions are handled accurately and securely, member questions are answered clearly and kindly, and each branch feels supported when coverage is needed.
The big must-have: flexibility driving
This role is a float position, which means you’ll travel to different CWCU branches as needed to help with staffing coverage, PTO, training support, or busy days. If you like variety and can confidently jump into new environments, you’ll thrive here.
A valid driver’s license and auto insurance are required, and you must be comfortable driving to other branches (sometimes with short notice).
What you’ll be responsible for
Cash Handling & Transactions (35%)
- Process a variety of cash transactions (in person, by mail, and over the phone), including savings/loan payments, Visa/LOC advances, and miscellaneous transactions—accurately and confidentially.
- Balance your cash drawer daily; identify and resolve discrepancies using sound judgment and asking for support when needed.
- Assist with vault, cash recycler, and ATM balancing; complete ATM cash acceptance and night depository processing.
- Complete end-of-day reports accurately and on time, staying calm and professional—even when the line is long.
- Provide routine information about accounts and services in alignment with policy, tailoring explanations to each member’s needs.
- Open/close accounts and process internal transfers, stop payments, wires, ACH forms, and additional share accounts with attention to detail.
- Build positive relationships with members and coworkers while delivering consistent service across locations.
- Promote and educate members on products and services in a professional, ethical way that enhances the overall experience.
- Use active listening to anticipate needs and offer collaborative solutions.
- Meet cross-sell/sales goals as outlined in the incentive plan through proactive follow-through and a results-focused mindset.
- Recommend products transparently, prioritizing what’s best for the cooperative and the member.
- Support daily branch operations such as preparing checks for processing, ordering checks online, and completing month-end tasks.
- Open and close the department efficiently and accurately.
- Manage and balance monthly GLs and certifications; look for ways to streamline workflows and improve consistency.
- Follow all policies, procedures, and state/federal regulations; model honesty, transparency, and ethical conduct.
- Participate in training and apply new information as procedures and branch needs change.
- Support teammates by sharing knowledge, training new staff as needed, and fostering a helpful, team-first environment.
- Stay adaptable when priorities shift and branches need coverage—this is where float tellers shine.
- Strong alignment with CWCU values: Integrity, Ethics, Respect, Compassion, and Humor—and the ability to build trust.
- Excellent communication skills (verbal/written) with the ability to actively listen and calmly de-escalate tense situations.
- Friendly, professional, and discreet—able to maintain confidentiality and treat everyone fairly.
- Strong decision-making skills; knows when to escalate and when to resolve independently.
- Organized, dependable, and adaptable—able to shift gears when schedules change.
- Strong math accuracy and confidence balancing cash drawers and records.
- Comfortable learning new systems and consistently using tools and processes.
- Able to handle high volumes of transactions accurately and efficiently.
- Goal-oriented with the ability to meet service, accuracy, and sales/cross-sell expectations.
- High school diploma or GED required.
- Minimum of 12 months experience in a teller role, financial institution, retail, or customer service role involving cash handling preferred.
- Valid driver’s license and automotive insurance required (must be willing and able to drive to other branches as needed).
- Sales experience preferred.
- Ability to work branch hours including Saturdays.
- Full-time hours required; additional hours may be needed to meet objectives.
- Ability to sit/stand near a computer for extended periods.
- Vision abilities include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
If you’re dependable, friendly, and enjoy variety (and don’t mind being the person who saves the day at different branches), this could be a great fit.
Salary $17.72-$21.91
Salary : $18 - $22