What are the responsibilities and job description for the Saturday/Summer Teller position at EastRise Credit Union?
The Saturday/Summer Teller conducts a wide range of financial transactions as well as basic account services. Through these interactions, the role ensures members have a positive service experience. Also, this role works to expand member relationships by suggesting applicable products and services. Success in this role requires ensuring accurate transactions, cash handling and management duties, providing excellent service, and taking appropriate steps to deepen member relationships with the credit union.
This role is designed for working students interested in learning more about and working for a financial institution.
Schedule: 40 hours per week during the summer months Monday - Friday, 8:00 am - 5:00 pm, with Saturdays from 9:00 am - 1:00 pm.
Saturdays from 9:00 am - 1:00 pm during the school year.
Location: Williston, VT
Specific Duties Include
A minimum of one year up to three years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
Other Skills
COMPETENCIES: Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position.
Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures. Strong organizational, multi-tasking, data and information management, writing and member service skills. Strong written and verbal professional communication skills. Knowledge of Microsoft Office products, financial systems, and digital communication tools. Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled private work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
This role is designed for working students interested in learning more about and working for a financial institution.
Schedule: 40 hours per week during the summer months Monday - Friday, 8:00 am - 5:00 pm, with Saturdays from 9:00 am - 1:00 pm.
Saturdays from 9:00 am - 1:00 pm during the school year.
Location: Williston, VT
Specific Duties Include
- The range of financial transactions handled by this role includes, but isn’t limited to, deposits (of cash, coin, checks), loan payments, bond redemptions, withdrawals, cash advances, official check issuance, and fund transfers. Ensuring accurate cash handling and administrative operations, including balance teller drawers, vaults, ATM/ITMS and troubleshooting discrepancies with minimal assistance, are key to this role. Fraud mitigation and loss prevention are significant areas of focus. Adherence to applicable processes and procedures at the assigned location(s) is essential.
- The teller ensures member satisfaction through their interactions. This requires providing exceptional service to members when transacting and in need of deposit and loan account service for both consumer and business. This includes but isn’t limited to aiding members with a variety of transaction types, basic account maintenance, supporting basic debit and credit card needs, preventing fraud and responding to basic digital banking support. As a teller advances in the role, duties include operations and services related to audit, cash ordering and shipment, troubleshooting ATM/ITM, and managing more complex situations and escalated member scenarios presented at the teller line and/or drive thru.
- By uncovering members’ financial goals and needs through discovery conversations, while demonstrating empathy and building lasting and effective relationships, this role expands members’ wallet share with, and loyalty to, the credit union. The teller identifies referral opportunities for other member service experts within and outside of Retail and participates in promotional campaigns and product initiatives at the branch level.
- The teller fosters employee engagement to enhance departmental performance and functions with a team mindset and an intent to achieve organizational goals. Maintains compliance with the credit union’s policies and procedures. Models integrity, sets a positive example, and cultivates a respectful, inclusive team environment.
- While primarily focused on a physical branch location(s), the teller is a part of the larger Retail team and works collaboratively to ensure the success of all EastRise locations. This could include project work, collaboration, and additional duties assigned. The teller will spend time at different EastRise branch locations to meet business needs.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
A minimum of one year up to three years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
Other Skills
COMPETENCIES: Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position.
Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures. Strong organizational, multi-tasking, data and information management, writing and member service skills. Strong written and verbal professional communication skills. Knowledge of Microsoft Office products, financial systems, and digital communication tools. Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled private work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.