Description

Job Title: Teller
FLSA: Non-Exempt
Function: Operations
Reports To: Branch Manager

Purpose:

Welcome members as they arrive to the credit union, answering questions and directing members to the appropriate department. Service member’s financial needs and transaction requests as they relate to aspects of their accounts, including, checking/savings accounts, loans, and account services. Educate members on credit union products and services. Provide members with world standard service in accordance with the credit union’s core values and service promise.

Responsibilities:

• Lead by example by consciously choosing how your actions impact others
• Greet members and adhere to the service guidelines listed in the Perfect Hour for tellers
• Service member’s financial needs and process account transactions with a high level of accuracy
• Take proactive ownership of all members you assist, serving as his/her primary contact, finding answers and solutions, serving as the member’s advocate, proactively communicating with the member throughout the lending process
• Investigate and reconcile member questions/concerns with regard to their accounts or services
• Maintain cash drawer within established levels and ensure accurate balancing
• Follow all credit union policies, procedures, and requirements in addition to all applicable state and federal laws and regulations
• Assist members with loan questions and the loan application process
• Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls
• Lead by example by consciously choosing how your actions impact others
• Mentor, encourage, and coach others to foster a supportive work environment
• Exemplify the credit union’s core values, service promise, and World Standard service
• Maintain an up to date and comprehensive knowledge of the credit union’s products and services
• Support the credit union’s focus on sales and world standard service
• Build relationships with members to identify their financial needs
• Create and promote a positive professional image of one’s self and the credit union
• Promote and maintain a confidential environment to protect member and credit union information
• Adhere to Arbor Financial Credit Union’s attendance policy
• Arrive to work and meetings on time
• Complete assignments in a timely manner

Perform all other duties as assigned

Requirements

Education and Experience:

• High school diploma, or equivalent, required; college degree preferred
• Cash handling experience
• Financial services industry experience
• Service/sales experience desired

Skills, Abilities, and other Requirements:

• Strong computer and application skills
• Necessary verbal and written communication and grammar skills
• Ability to be bonded required
• Ability to successfully organize, prioritize, and manage multiple responsibilities
• Ability to keep up with a busy work flow
• Ability to sit/stand for long periods of time
• Ability to perform repetitive tasks
• Occasional travel to offsite locations may be required
• Team player with a positive attitude and flexibility
• Professional demeanor and personal accountability