Teller- Fairmount (Administrative)

Role:

The primary objective of this position is to provide exceptional service to Credit Union members by accurately processing their financial transactions and addressing their banking needs. This role also involves building strong member relationships, promoting relevant products and services, and collaborating effectively with the team to ensure the Credit Union's goals are met. Through attention to detail and adherence to compliance standards, this position contributes to the overall success and reputation of the Credit Union.

 

Essential Functions & Responsibilities:

25%     Member Transaction Processing:

- Welcome members and process financial transactions, including deposits, withdrawals, transfers, and loan payments as requested by the member.

- Ensure accuracy in all transactions and maintain proper cash and teller drawer management.

25%     Product & Service Engagement:

- Engage members to identify opportunities and educate them about Credit Union products and services.

- Cross-sell products such as deposit accounts, loan products, and services from corporate partners to build stronger member relationships.

20%     Leadership & Team Collaboration:

- Exhibit leadership by setting a positive example for team members.

- Foster an inclusive work culture that promotes teamwork and collaboration.

- Encourage mutual support and assistance to ensure the success of the branch.

20%     Accuracy & Compliance:

- Maintain accuracy with member transactions and cash handling, meeting required balancing and audit standards.

- Adhere to all policies and procedures related to dual control, cash management, and the Code of Conduct.

- Ensure compliance with all audit requirements and branch employee performance standards.

5%       Professional Development & Knowledge:

- Stay informed about updates in Credit Union policies, security procedures, compliance, and consumer protection laws.

- Participate in branch meetings and use available communication channels (e-mail, Teams, circulars, etc.) to stay current on changes.

5%       Additional Duties:

- Availability to work flexible hours, including Saturdays, and at different branch locations as needed.

- Perform all other duties as assigned.

 Performance Measurements:

 See Dayforce (HRIS) Performance Management for Goals upon start in role, and annually.

Knowledge and Skills:

Experience:1 to 3 years of related experience in banking, customer service, sales, or cash handling.

Education: A high school diploma or GED is required.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. The ability to be inclusive and work with a diverse team and clientele is a must. Positive communication and ability to work with those inside and outside the organization is required to build relationships, obtain information and solicit cooperation. Being able to receive constructive feedback and work towards effective change is also a necessity.

 Other Skills:

- Proficiency with operating a 10-key calculator and computer.

- High level of accuracy in data entry and transaction processing.

- Comfortable using communication tools such as e-mail, Teams, and texting.

 

Physical Requirements: This position requires the employee to frequently sit, talk, hear, and use hands for handling tools and controls. Occasional tasks may involve standing, walking, reaching, stooping, kneeling, crouching, or crawling, with the ability to lift up to 50 pounds. Specific vision requirements include close vision and focus adjustment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Mentally, the role demands resourcefulness and problem-solving abilities on occasion, with frequent initiative-taking. The employee must consistently concentrate, exercise sound judgment, and remain patient while interacting with members, employees, and vendors.

 Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The normal office environment is free from discomfort due to temperature, dust, noise, etc. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.