Job Description
Job DescriptionRole
Provides efficient, accurate, and polite service to members and follows policies and procedures while conducting transactions such as deposits and withdrawals. Establishes and maintains effective member relationships by anticipating member needs and providing service that is above the members expectations. Demonstrates personal commitment to continuously develop technical skills needed to conduct member transactions. Demonstrates empathy for member’s needs and refers members to member service staff when a financial need is discovered.
Major Duties and ResponsibilitiesWeightDescription
70%
Processing a wide range of financial transactions, including deposits of cash, coins, checks, and Canadian currency, as well as loan payments and savings bond redemptions. It also includes handling various types of withdrawals such as cash advances, foreign currency exchanges, and official checks, while supporting both member and non-member transactions. The position requires a solid understanding of credit union products and services, and the ability to respond to member inquiries, explain account access options, and refer members to appropriate team members. A strong commitment to exceeding member expectations and delivering exceptional service is essential.
15%
Ensuring accurate cash handling and administrative operations, including balancing teller drawers, vaults, ATMs/ITMs, and troubleshooting discrepancies with minimal assistance. It involves overseeing daily cash procedures, performing audits, managing cash shipments, and maintaining compliance with branch cash limits. The position also supports teller operations by monitoring performance, ordering supplies, and ensuring adherence to operational standards. As a team player, this role fosters a positive work environment, assists colleagues with troubleshooting, and communicates effectively with supervisors in unusual situations.
10%
Supports branch operations by assisting with teller troubleshooting, monitoring adherence to operational standards, and helping with scheduling and new hire training. It also involves providing member service across multiple channels, including lobby, drive-thru, phone, and ITM, as well as handling check orders. The position plays a key role in maintaining smooth daily operations and supporting both staff and members.
5%
Provides advanced support by assisting with branch needs such as submitting travel strategy requests, coordinating new hire shadowing, and supporting the manager with various tasks. It also includes performing other duties as assigned to ensure smooth branch operations and team development
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and SkillsExperience
A minimum of one year up to three years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions. Effective communication skills to accurately and professionally communicate with members and team members. Basic leadership and team building skills Basic Coaching skills
Other Skills
COMPETENCIES: Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bondability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position. Attention to Detail; Reliability/Dependability & Trustworthiness; Member Service Contributes to Motivational Climate; Initiative • Solid attention to detail and accuracy skills • Basic skills in operating computers, keyboard, standard office equipment
ADA RequirementsPhysical Requirements
Perform primarily sedentary work and able to occasionally and/or frequently sit, walk, bend/twist, squat kneel, reach above shoulders, repetitive motion of hands and fingers, grip, lift/carry up 25 pounds, . Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to stand for long periods of time. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have visual dexterity of work and colors. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.