Teller II

Description

Role:

To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transaction, cross-selling credit union products and services, and providing back-up operational support to the Assistant Manager and Lead Teller. Provides leadership and motivation to teller staff in order to reach organizational objectives and goals.

Responsibilities

Major Duties and Responsibilities

25% - (Job Knowledge) – Proficient in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders and cashier checks. May be responsible for placing or maintaining branch cash orders, negotiable items, audit logs and ensuring that the daily branch balancing procedures are completed in a timely manner. Provides prompt and accurate information to the member and conducts complex account research. Provides in depth level of knowledge and skill in the operational aspects of the teller area.

20% - (Member Focus) – Proficiently provides prompt and accurate information to the member and conducts moderate to complex account research or inquires. Proficient balancing a cash drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Ensures compliance with all credit union member service standards.

20% - (Leadership) –May act as a lead person or provide overrides as directed by branch management. May be asked to oversee the teller area to deliver exceptional service to the membership in the absence of the Lead Teller. May be asked to monitor activities to ensure that they are in compliance with established credit union policies and procedures. Provides feedback to supervisor and other service centers on any issues that can improve performance. Provides feedback to supervisor on staff performance evaluations and recommends appropriate actions.

10% - (Business Development) – Proficiently promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the manager and sales division by assisting wherever needed. Required to meet and maintain minimum sales objectives assigned by branch management.

10% - (Communication) – Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary.

10% - (Teamwork and Cooperation) – Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service.

5% - Other duties as assigned.

Additional Responsibilities:

• To provide friendly, professional, personal service to all members.
• To balance at least 98% of the time.
• Complete all work process with minimum of errors and a high degree of quality with minimal supervision.
• Required to meet and maintain minimum sales objectives assigned by the Branch Manager.
• Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery.
• Utilize TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work processes; demonstrates and promotes teamwork.
• Performs all duties in compliance with credit union policies and appropriate regulatory statutes.
• May be required to work on Saturdays on request by the Branch Manager.
• You are required to attend Sales events.
• May be required to travel to other Service Centers for staff coverage.
  
  

Qualifications

Education

• Education: High School Diploma, G.E.D., or equivalent required.
  
  

Experience

• Minimum of two to five years customer service and retail sales experience with a proven track record of two years in cash handling experience or two years branch operations experience.
  
  

Abilities, Knowledge And Skills

• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion.
• Other Skills: Intermediate knowledge of computers and applications, Microsoft Windows, Microsoft. Word, Microsoft Excel, Internet Browser experience, excellent verbal and written skills.
• Ability to communicate clearly and to be understood in English, both in writing and verbally, by telephone and face to face.
• Ability to sit in increments of 2-3 hours at a time during the workday.
• Ability to stand in increments of 2-3 hours at a time, walk one hour per day, and bend/reach a distance of two to four feet.
• Ability to operate computer terminal, printer and calculator for extended periods of time.
• Ability to stand while conducting member’s transactions.
• Ability to organize financial records in chronological and/ or alpha/ numeric files.
• Ability to make sound decisions
• Ability to act as a lead person as directed by branch management.
• Ability to perform basic Lead Teller functions.
  
  

Performs all duties and assignments in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with specific job duties.

This Position Description is not a complete statement of all duties and responsibilities comprising this position.

Water and Power Community Credit Union is an Equal Employment Opportunity Employer.Water and Power Community Credit Union is committed to a proactive program of affirmative action and diversity development. The Company will continue to recruit, hire, train, and promote into all job levels without regard to race, religion, gender, marital status, familial status, national origin, age, mental or physical disability, sexual orientation, gender identity, source of income, or veteran status.