What are the responsibilities and job description for the Senior Teller position at Financial Center First Credit Union?
POSITION: Senior Teller
DEPARTMENT: Retail Operations
REPORTS TO: Branch Operations Manager
PAY GRADE: 7
FLSA STATUS: Non-Exempt
WORK STYLE: In-Office
LOCATION: 5455 West 86th Street, Indianapolis, IN, 46268
PURPOSE: The primary purpose of this position is to fulfill Financial Center First Credit Union’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.
The Senior Teller will manage deposits, withdrawals, and other financial interactions while providing excellent member service. The Senior Teller will also assist in managing and coaching tellers, the operation of the teller line, and coaching tellers to identify and capitalize on opportunities to promote and refer new services or products that will benefit the member’s financial life.
ESSENTIAL DUTIES amp; RESPOSIBILITIES:
- Assists with training and supervises the duties of tellers, coordinating their workflow and assisting on the teller line. Ensure that all tellers act professionally.
- Observes performance of Teller activities and cross-selling techniques and assists the Branch Operations Manager in developing the Teller team through coaching, training, guidance, and staff motivation.
- Reports shortages and overages daily and submits to the Branch Operations Manager for review. Assists in the daily balancing of the tellers, the vault, and the branch.
- Orders the appropriate amounts and types of cash for the Branch and supplies tellers with daily cash and other necessary supplies. Maintains proper documentation of all currency received and disbursed.
- Assists with implementing and adherence of branch procedures and security protocols.
- Able to assume some duties of the Branch Operations manager if needed.
- 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 the Credit Union system, recording all transactions and producing member receipts. Receives loan payments and savings deposits from members, 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.
- 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 the teller terminal, maintains the proper amount of currency in the drawer, accounts for assigned cash, checks, and other monetary instruments and transactions.
- Maintains a neat and orderly work area and ensures that all non-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.
QUALIFICATIONS amp; SKILLS:
- Education amp; Experience:
- Two years of experience working in a Financial Institution’s branch system in a teller capacity is preferred.
- A high school diploma or equivalent is required.
- Knowledge amp; Skills:
- Proficiency in maintaining and balancing a vault and ATM.
- Able to achieve proficiency in relevant Credit Union systems, Credit Union products, and services within 90 days.
- Leadership skills and willingness to be a leader.
- Effective at coaching and developing others in areas of customer service and sales.
- Excellent verbal and written communication skills.
- Trustworthiness and the ability to act with integrity.
- Thorough understanding of customer service.
- Accurate and attentive to detail.
- Patience, diplomacy, and tact when dealing with both coworkers and members.
- Comfortable handling large amounts of cash and working at computer terminals.
- Bilingual in English and Spanish is a plus.
ADA REQUIREMENTS
- Physical Requirements:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 15 lbs.
- Must be capable of climbing and descending stairs in case of an emergency situation.
- Proficient in operating routine office equipment, including telephone, copier, facsimile, and calculator.
- Able to work on a computer for an average of 6-8 hours per day, as needed.
- Willing to work extended hours or travel off-site whenever required or requested by management.
- Must demonstrate regular, reliable, and timely attendance.
- Working Conditions:
- Able to routinely perform work indoors in a climate-controlled shared work environment with moderate noise.
- Mental and Emotional Requirements:
- Ability to perform job functions independently and with limited supervision.
- Work effectively as part of a team.
- Read and carry out various written instructions and follow oral instructions.
- Communicate clearly and present information in a logical and understandable sequence.
- Perform basic financial calculations accurately.
- Handle interactions calmly and professionally with diverse personalities from various cultures at different levels within and outside of the organization, demonstrating the highest levels of customer service and discretion when dealing with the public.
- Maintain composure under the stress of deadlines, requirements for extreme accuracy and quality, and a fast-paced environment.
- Exercise the highest level of discretion when dealing with confidential matters.
Salary : $23 - $26