Teller, Finance & Banking

Teller - Blountstown, FL

The Teller is responsible for providing quality member service and performing financial transactions on member accounts. The role also assists the Card Services department with debt and credit card inquiries, problem resolution, and plastic issues. The Teller contributes to the Credit Union’s success by delivering outstanding member experiences, promoting member satisfaction and loyalty, and consistently upholding the Credit Union’s values and service standards.

• Delivers high‑quality member service to all members.
• Assists members in person, online, and/or over the phone.
• Routinely and accurately balances the vault, till drawers, and cash recycler machines.
• Orders and receives cash from the Federal Reserve; breaks down cash on receipt and prepares shipments of cash and coin back to the Federal Reserve.
• Researches and resolves member problems.
• Performs routine member service transactions such as opening/closing accounts, changing addresses, ordering/reordering plastic cards, applying for loans, setting up payment arrangements, check reorders, and similar activities.
• Actively contributes to individual goals as well as branch goals and promotions.
• Complies with and stays up‑to‑date with applicable laws and regulations.
• Operates within all internal dual‑control requirements, rules and regulations including OFAC, BSA, robbery and cash limits.
• Manages plastic card operations, including instant cards, address changes, plastic reorders, and new card set‑up.
• Works with members to accurately complete Skip‑A‑Pay forms and correctly enters information into the system.
• Reports to work as scheduled.
• Performs other duties as assigned.

• Strong knowledge of financial transactions—including deposits, withdrawals, loan payments, and transfers.
• Familiarity with credit union products and services (savings accounts, checking accounts, CDs, loans).
• Proficient in handling cash transactions accurately and efficiently while following proper procedures and security protocols.
• Excellent mathematical skills for counting and reconciling cash drawers at the beginning and end of each shift.
• Knowledge of federal and state regulations related to credit union operations and financial transactions, including BSA, AML guidelines, and OFAC.
• Ability to provide exceptional member service and effectively communicate with members, answering inquiries and resolving issues.
• Strong attention to detail to ensure accurate and error‑free processing of transactions and account documentation.
• Proficient in operating computer systems and software applications used for transaction processing, account management, and member inquiries.
• Skilled in handling confidential and sensitive information with discretion and maintaining member privacy.
• Strong organizational skills to manage multiple tasks.
• Ability to work well in a team‑oriented setting, collaborating with colleagues and supervisors to achieve common goals.
• Demonstrated honesty, integrity, and ethical behavior in all interactions with members and coworkers.
• Knowledge of proper cash handling and security procedures, including identification of counterfeit currency and fraudulent activities.
• Ability to learn and adapt quickly to new technologies and software systems used in credit union operations.
• Excellent problem‑solving skills to identify and resolve member issues, discrepancies, or errors in a timely manner.
• Effective communication skills, both verbal and written, to communicate clearly and professionally with members and coworkers.
• Commitment to providing a positive member experience and building strong relationships with credit union members.

The working conditions typically involve working indoors within the branch office environment. Positions operate in a clerical capacity with workstations designed with a desk, computer, telephone, and various communication devices. Branches are equipped with printers, scanners, mail accessories, cash recyclers/dispense machines, and other necessary equipment to conduct business. The role involves regular interaction with members, colleagues, and supervisors and requires effective…