Teller

Purpose:

The Teller is responsible for receiving and paying out funds, accurately keeping records of money, checks, and other financial transactions. This role involves providing high-quality service to members, handling account services, and ensuring compliance with all operational and security procedures.

Expectations:

- Deliver friendly, professional, and personal service to all members.

- Maintain strict confidentiality regarding member information.

- Uphold a professional work environment and businesslike appearance.

- Ensure high accuracy in processing member transactions.

- Maintain good attendance and punctuality.

- Adhere to all security procedures and policies.

- Follow operational procedures and policies related to member transactions and information.

- Participate in offered training programs.

- Exhibit courtesy, tact, and diplomacy in all interactions.

Primary Responsibilities:

Reasonable accommodations may be provided to enable staff with disabilities to perform the primary functions.

- Provide quality member service at the teller window, drive-thru, and over the phone.

- Answer phones to assist members, provide requested information, or route calls as needed.

- Process share and share draft deposits, verify cash and endorsements, collect proper identification for cash back, and issue transaction receipts.

- Examine deposited checks, determine funds availability according to federal regulations, and complete hold notices if applicable.

- Identify and report possible counterfeit currency.

- Issue money orders and cashier’s checks.

- Accept loan payments, verify amounts, and issue payment receipts.

- Process and post incoming mail and night deposits.

- Balance cash drawer daily, with periodic balancing throughout the day.

- Address and resolve any account warnings with members.

- Sort and distribute incoming mail.

- Process return mail and address changes (South Branch only).

- Ensure teller and lobby areas are neat and clean.

- Process check orders and ATM/Debit card requests.

- Distribute incoming faxes in a timely manner.

- Scan checks daily and image documents into eFichency.

- Replenish transaction request forms as needed.

- Follow up to ensure all opening and closing procedures are followed.

- Assist with daily, weekly, and monthly reports.

- Provide backup support to the vault in the Head Teller's absence.

- Assist with member disputes and process wire transactions.

- Assist with scanning documents for lending and accounts

- Cross sell products and services to members

- TCR Expertise

- assigned mini vault

- Issue/reissue Debit/ATM cards

- Meet all goals specified in the branch scorecard and adapt to changes as they occur.

- Perform other duties as assigned.

Knowledge, Skills, & Abilities:

- Excellent member service skills.

- Strong mathematical and analytical skills.

- Effective communication and organizational abilities.

- Proficiency in using computers, telephones, calculators, and other office machinery.

- Ability to thrive in a fast-paced environment.

- Capability to make sound decisions.

- Familiarity with regulations and procedures relevant to the teller role.

- Previous teller experience preferred but not required.

Physical Demands:

- Requires bending, stooping, limited lifting, and standing for extended periods.

- Must be able to remain stationary in a sitting position up to 20% of the time.

- Frequent operation of computers and office machinery such as calculators, copy machines, and faxes.

- Ability to communicate effectively with others.

- Occasional lifting of items up to 10 lbs.

Travel:

- No travel is expected for this position.

This job description is intended to provide a general overview of the responsibilities and requirements for the Teller position. Duties and responsibilities may change at any time with or without notice.