Job Description

Job Description

Job Description

Department/BranchReports toMain OfficeBranch Manager or Head TellerEmployment StatusFLSA StatusEffective Date__ Temporary __ Full-Time X Part-TimeX Non-Exempt __ Exempt

Immediately

POSITION SUMMARY

The Teller will provide the customer with support and assistance, regarding all aspects of bank operations to ensure superior service is provided to all internal and external customers. Assure the financial service needs of each customer are promptly, accurately, and courteously fulfilled.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Adhering to the Bank's policies and procedures.
• Responsible for daily cash handlings and the opening and closing of new accounts.
• Cross-selling all products/services.
• Assisting customer(s) with account inquiries in a timely and accurate manner and performing all functions associated with account maintenance as requested including, but not limited to: personal and account data changes, address changes, and account closures.
• Maintaining your cash drawer (vault) in an accurate manner.
• Assist in the responsible for security of Cashier's Checks, and any other consigned items
• Remaining knowledgeable and proficient in the account opening process for all deposit accounts, including, but not limited to: savings, checking, money market, certificate of deposits, and club accounts
• Showing proficiency in identification and new account screening methods and being able to fully explain regulatory requirements on all accounts and services
• Remaining knowledgeable and proficient in Certificate of Deposit and Individual Retirement Accounts (IRAs) including opening, renewing, and closing, and accurately calculating withdrawal penalties and dividend payments as appropriate
• Accurately and efficiently completing all customer or account-related forms and forwarding to appropriate department for action and/or filing
• Maintaining usage proficiency on all customer-related systems and software including the maintenance of customer records (systems include, but are not limited to: customer check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.)
• Possessing and maintaining knowledge of all Bank products, services, policies, and procedures so that they can be effectively communicated to the employees and customers
• Ensuring compliance issues are properly administered.
• Being available to travel to any branch location as requested by management, as well as work on Saturdays, when needed
• Assisting with the opening/closing of the branch office, as necessary
• Resolving and following-up on customer complaints and issues to provide and ensure the highest quality customer service
• Attending seminars and meetings as requested by management.
• Possessing excellent communication skills with Branch Managers, co-workers, subordinates, and members
• Assisting in any special projects or other assignments as requested by Branch Manager

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• High school diploma or equivalent.
• Ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles; ability to prepare and maintain confidential records and reports
• Ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities
• Willingness to attend training seminars and meetings outside normal working hours
• Must have a proactive and positive attitude toward members, supervisors, co-workers, and the Credit Union
• Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment
• Present a professional image and attitude at all times
• Ability to learn and use the Bank's PC hardware and software
• Must be willing to learn the Microsoft Office products, including but not limited to Word, Excel, and Outlook

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum Legal Disclaimer: This document is intended for informational purposes only, and does not constitute legal information or advice. This information and all HR Support Center materials are provided in consultation with federal and state statutes and do not encompass other regulations that may exist, such as local ordinances. Transmission of documents or information through the HR Support Center does not create an attorney-client relationship. If you are seeking legal advice, you are encouraged to consult an attorney. levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.

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