Role: Teller
To assist members with their financial transactions, involving paying and receiving cash and othernegotiable instruments.
Major Duties and Responsibilities:
(E) Essential or
(N) Nonessential
| 55% Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfersamounts from member accounts as directed. |
E |
| 15% Cross-sells credit union services. |
E |
| 10% Other duties as assigned. |
N |
| 5% Balances cash drawer and daily transactions. |
E |
| 5% Post transactions to member accounts and maintain member records. |
N |
| 5% Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. |
E |
| 5% Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone. |
N |
Expectations:
- To provide friendly, professional, personal service (using members' name) to all members whetherin person or on the telephone.
- To balance at least 98% of the time, with total offages not to exceed $50.00 in a six month period.
- To handle at least 150 transactions per day.
- To have no more than one posting error per month.
- To achieve 100% of Sales Goals.
- To dress in business attire for a professional appearance.
- To continually update knowledge of products, compliance, sales skills, and self improvement.
- To answer the telephone within three rings.
Knowledge and Skills:
Experience: Up to six months of similar or related experience.
Education: Equivalent to a high school education.
Interpersonal 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 routinematters for purposes of giving or obtaining information which may require some discussion.
Other Skills: Ten key calculator and computer keyboard by touch. Must be good with detail to deal withnumbers and names.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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