Teller - Branch Float - Benton Harbor

General Summary (What is done and why)

The Teller is responsible for providing quality member service, accepting and accurately processing counter transactions and meeting established sales referral goals for Credit Union products.

 

Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)

1.       Complete members' transactions at the teller window with accuracy, timeliness, courtesy, confidentiality and professionalism.  Time: 40%

2.       Meet established sales referral goals as assigned by Branch Manager.  Time: 35%

3.       Open and close the branch and perform general account maintenance. Maintain and balance cash drawer, operating cash dispense machine, buying and selling cash to the vault, verifying cash and keeping cash in an orderly manner.  Time: 25%

 

Education (Minimum education required to perform the duties of this position)

·         High school diploma or equivalent.

 

Experience (Minimum experience required to perform the duties of this position)

·         Minimum of one year cash handling preferred

·         Minimum of one year customer service experience required.

·         Sales or referral experience with proven results.

 

Knowledge, Skills and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)

·         Honesty and integrity

·         Basic knowledge of math.

·         Working knowledge with ten-key calculator, computer keyboard and computer programs such as Microsoft Word, Outlook and Internet.

·         Ability to interact with members in a positive, professional manner.

·         Strong belief in and commitment to quality customer service.

·         Ability to enjoy dealing with a wide variety of people.

·         Knowledge of Credit Union products and services.

·         Ability to engage members in conversations to increase product penetration.

·         Self-motivated with demonstrated referral skills.

·         Valid driver’s license required.

 

Required Competencies

·         Problem Solving

·         Drive for Results

·         Time Management

·         Dealing with Ambiguity

·         Demonstrates Courage

·         Interpersonal Savvy

·         Customer Focus

·         Integrity and Trust

·         Self-Development

·         Business Acumen

 

Mental Requirements

·         Ability to analyze member accounts to determine needs.

·         Understanding of banking regulations, Credit Union systems and procedures.

·         Ability to work under pressure.

·         Proven problem-solving abilities.

·         Ability to concentrate in a multi-task environment.

·         Ability to maintain a positive attitude and professional image.

·         Capable of empathizing with members, being patient and caring.

 

Tools and Equipment Used