TELLER-Lebanon

Join Our Team as a Financial Advocate!

At Central Willamette Credit Union, our core values—Respect, Integrity, Ethics, Compassion, and Humor—aren’t just words; they define how we serve our members and support each other every day. Our mission is simple: to build stronger communities by making life easier for those we serve.

POSITION PURPOSE

Under the general direction of the Branch Manager, this role provides excellent member service, performs teller functions, identifies cross-sell opportunities, and supports administrative needs in a manner consistent with the Credit Union's mission and philosophy.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Cash Handling and Transactions – 35%
  Process a variety of cash transactions, including accepting savings and loan payments, disbursing Line of Credit and Visa loan advances, and handling miscellaneous cash transactions. This includes balancing the cash drawer daily and assisting with the vault and cash recycler balances. Process ATM cash acceptance, night depository, and record end-of-day reports.
• Member Services and Account Maintenance – 20%
  Provide routine information on Credit Union services and member accounts. Open and close accounts as needed, handle internal recurring transfers, stop payment requests, wire transfers, ACH forms, and additional share accounts.
• Cross-Selling and Member Education – 20%
  Promote and educate members on Credit Union products and services. Meet targeted cross-sell goals per the incentive plan and guide members in selecting products to meet their needs.
• Operational Support – 15%
  Complete daily branch operational tasks, including preparing checks for processing, ordering checks through the vendor, and handling month-end tasks as required. Open and close the department efficiently each day.
• Compliance and Training – 10%
  Adhere to all Credit Union policies, procedures, and state and federal regulations. Participate in required training and assist colleagues in understanding procedures and practices to ensure compliance with CW values and Information Protection requirements.

QUALIFICATIONS

• Strong verbal and written communication skills.
• Proficiency in basic math with a high degree of accuracy.
• Good organizational and clerical skills; proficiency with PC applications and the ability to learn new software.
• Ability to maintain a professional image when interacting with members and colleagues.
• Able to work both independently and collaboratively, exercising sound judgment in decision-making.
• Proficient at handling large volumes of transactions efficiently and accurately.
• Goal-oriented, with a focus on exceeding established expectations.
• Strong organizational skills with the ability to prioritize multiple tasks.
• Excellent interpersonal skills, handling member inquiries fairly and consistently.

EDUCATION/EXPERIENCE REQUIREMENTS

• High school diploma or GED required.
• Minimum of 12 months prior experience in a teller role, financial institution, retail, or customer service position involving cash handling.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work branch hours including Saturdays

• Full-time hours required, with additional hours as necessary to accomplish objectives, goals and projects.

• Ability to sit or stand within proximity of a computer terminal for extended periods.

• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Salary $15.98-$19.97 per hour