Teller

General Summary

Provide accurate and efficient cash handling and transaction services while delivering an exceptional member experience. Serve as a welcoming and knowledgeable representative of the Credit Union by building positive relationships, assisting members with their financial needs, and creating a professional, friendly, and service-focused environment.

Job Specifications

              These characteristics are normally acquired through completion of high school. 

Duties and Responsibilities

• Deliver exceptional member service by identifying financial needs and recommending appropriate credit union products and services.

• Educate members on available financial solutions, including deposit accounts, loans, certificates, IRAs, and other credit union services that support their financial well-being.


• Contribute to branch growth through referrals for loan products, deposit accounts, and additional credit union services.


• Resolve member concerns professionally and efficiently while maintaining a positive member experience.


• Accurately process member transactions, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and other teller transactions.


• Verify member information, signatures, endorsements, balances, and transaction details in accordance with credit union policies and procedures.


• Balance and maintain an accurate cash drawer daily while adhering to all cash handling and balancing standards.


• Detect and prevent fraudulent or suspicious activity by following established security and verification procedures.


• Maintain confidentiality, accountability, and high ethical standards in all member interactions and operational responsibilities.


• Demonstrate professionalism and consistently reflect the credit union’s mission, values, and service standards in all internal and external interactions.


• Collaborate with team members to improve branch operations and enhance the overall member experience.


• Continuously develop knowledge of credit union products, services, policies, and procedures to effectively assist members and identify opportunities to meet their financial needs.


• Participate in community outreach, volunteer opportunities, and promotional activities that support the credit union’s mission and visibility.


• Provide support to other branch locations as needed and maintain flexibility to work at additional branches when required.