Member Services Rep - Teller

SUMMARY

Consistently provides high quality member service. Accurately perform requested transaction for members. Maintain accurate transactional records in accordance with credit union policies and procedures. This is an on-site only position.

• Explain and cross-sell products and services that are available at the Credit Union
• Answer member questions and direct unanswerable questions to the appropriate department
• Ensure that all information and transactions regarding Credit Union members are kept confidential
• Maintain a courteous and professional attitude with all people, including fellow employees, members, management, staff, board members, and outside vendors
• Count, verify and package coins and currency
• Perform all forms of over-the-counter and mail transactions
• Balance cash drawer to teller close report. Research and resolve balancing discrepancies
• Examine checks for endorsements and negotiability
• Process checks and other documents through imaging system as required for retention compliance
• Answer phone lines:
  Assist with member transactions, questions, problem resolution or transfer calls to appropriate staff
• Maintain current knowledge of Credit Union philosophy and all Credit Union services, policies, and procedures
• Strictly adhere to established security and regulatory procedures
• Maintain the security of the work area and ensure that it presents an organized and neat appearance
• Cooperate with required audits and examinations
• Protect and respect Credit Union equipment and supplies
• Report to work on time and as scheduled
• Adhere to the Credit Union dress code
• Attend meetings as directed
• Perform other duties as directed by the Operations Manager

These duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

• High school diploma or the equivalent required
• Cash handling experience preferred
• Experience in a Financial Institution preferred
• Retail sales background desirable
• Experience in a position involving extensive public contact required

• Excellent oral and communication skills
• Basic bookkeeping principles
• Ability to operate a personal computer
• Ability to operate an adding machine
• Ability to follow oral and written instructions

• Requires being under constant pressure for absolute accuracy within time limitations
• Requires working with frequent interruptions
• Ability to lift and/or carry up to 25 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting – 10%; standing and walking - 90%
• Hearing, visual, and verbal ability required