What are the responsibilities and job description for the Part Time Teller position at Neighbors United FCU?
POSITION SUMMARY: This position is responsible for providing extraordinary service to members and prospective members; for accurately and courteously processing member transactions; for accurately processing work and maintaining accurate cash and transaction records; for assisting with new teller training; and for cross-selling credit union services.
KEY RESPONSIBILITIES:
Member service:
Greet and welcome members and visitors to the credit union in a courteous, professional and timely manner. Provide prompt, courteous and efficient service to members. Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
Process member transactions including, but not limited to: transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members, all according to established procedures. Comply with all credit union and branch policies and procedures concerning member transactions.
Respond to member inquiries and resolve member account problems; refer to appropriate personnel as appropriate. Act as liaison between member and other departments as necessary to address account issues.
Respond to phone, email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
- Answer member inquiries and perform account research for deposit, withdrawal and loan payment discrepancies.
- Assist members in balancing their accounts.
- Assist members with the proper completion of payroll deduction, direct deposit, stop payment, cash advance, and check orders.
- Process member mail transactions and night depository transactions.
- Respond to Debit/ATM Card inquiries and process Debit/ATM card orders.
Branch operations:
- Accurately settle cash drawer and processed work in adherence to credit union performance standards. Maintain daily work in good order.
- Complete accurate and timely currency transaction and suspicious activity reports.
- Assist in the processing and posting of incoming/outgoing wire transactions as assigned.
- Assist with ATM settlement and maintenance as assigned.
- Maintain up-to-date knowledge on all policies and procedures, rules and regulations for the teller area, including robbery procedures and Bank Secrecy Act/AML/OFAC procedures.
New teller training:
- Assist with the training of new tellers according to established procedures and as directed.
- Provide guidance to new tellers in processing transactions and in completing daily settlement; assist in responding to member questions.
Cross-sell credit union products/services:
- Maintain up-to-date and comprehensive knowledge of current NUFCU products and services.
- Actively talk to members and listen for “cues and clues” to determine needs; conduct orientation interviews on credit union services and programs with each new credit union member to ensure all of their needs are met. Respond to member inquiries and evaluate their needs; suggest credit union products/services to members to meet their needs.
- Promote, explain, and cross-sell other credit union services such as residential mortgage loans, consumer loans, home equity loans, credit cards, share certificates, online banking, bill payment and IRAs
- Provide information on investment alternatives to members wishing to deposit funds with the credit union.
- Identify prospective new credit union members; look for opportunities to actively solicit new business for the credit union.
- Receive inbound phone calls when needed to assure consistency of service.
- Attend business development events to promote credit union membership and products as directed.
- Participate in all credit union sales and cross-sales programs as directed.
Branch and other back-up:
- Open and close the branch in accordance with established procedures as may be assigned.
- Back-up the Head Teller as needed; perform Head Teller duties as assigned.
- Perform other branch functions as assigned to meet member or operational needs.
- Perform a variety of administrative duties as assigned to support credit union operations.
Other duties:
- Demonstrate reliable attendance and punctuality.
- Work at other locations, as needed, for member service, operational, or training purposes.
- Attend and participate in credit union staff meetings.
- Attend internal and external training to improve skills and knowledge relevant to the Teller position.
- Perform other duties as required.
Job Type: Part-time
Pay: $10.50 - $14.00 per hour
Schedule:
- Monday to Friday
Work Location: In person
Salary : $11 - $14