Teller, Customer Service​/HelpDesk

Description

Role:

To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transactions and cross-selling credit union products and services. Assists members with their financial transactions, involving paying and receiving cash, and other negotiable instruments at the teller line.

Major

Duties and Responsibilities:

25% - (Job Knowledge) - Balance Cash Drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Knowledge in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders, and travelers checks. Provides prompt and accurate information to the member and conducts moderate to complex account research or inquires.

20% - (Member Focus) - Provides prompt and accurate information to the member and conduct basic account research or inquires. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfer amounts from member accounts as directed.

These transactions are performed with minimal or no errors. Ensures compliance with all credit union member service standards. Performs all member related functions and activities in accordance with superior member service. Handles member correspondence, resolves inquiries and provides product information.

15% - (Quality) - Utilizes TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work process. Assists other staff members with product and service issues with minimum supervision. Performs other duties and assignments as delegated by branch management.

15% - (Teamwork and Cooperation) - Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service. Supports the needs of the sales division by assisting wherever needed to meet member demand with sales and service delivery.

10% - (Business Development) - Promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the sales division by assisting wherever needed to meet member demand with sales and service delivery. Required to meet and maintain minimum sales objectives assigned by branch management.

10% - (Communication) - Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary.

5% - Other duties as assigned.

Additional Responsibilities:

Qualifications

Education

• High School Diploma, G.E.D., or equivalent required.

Experience

• Minimum of six months to two years of similar or related experience.

Abilities, Knowledge and Skills

• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion.
• Other Skills: Basic PC skills, Microsoft Windows, Microsoft Word, Basic Internet Browser. Experience, Good Verbal Skills.
• Ability to communicate clearly and to be understood in English, both in writing and verbally, by telephone and face to face.
• Ability to sit in increments of 2-3 hours at a time during the work day.
• Ability to stand in increments of 2-3 hours at a time, walk one hour per day, and bend/reach a distance of two to four feet.
• Ability to operate computer terminal, printer and calculator for extended periods of time.
• Ability to organize financial records in chronological and/ or alpha/ numeric files.
• Ability to make sound decisions

Required

Preferred

Job Industries

• Other