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Credit Union Teller
The Christopher Quinn Group, Inc.
2021-12-03 09:01:55
Dallas,
Texas,
United States
Job type: fulltime
Job industry: Banking & Financial Services
Job description
Accurately and efficiently process and record routine transactions for Members including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the Credit Unions products and services.
Essential Duties and Responsibilities include the following:
- Comply and follow Bank Secrecy Act regulations
- Record all transactions promptly, accurately and in compliance with the Credit Unions procedures
- Ensure compliance with all internal controls and established policies
- Post Transactions to member accounts accurately and maintain member records/confidentiality
- Cash Handling- deposits and withdrawals. Verify for counterfeit currency
- Identify Members, validate and cash checks
- Accept checks and cash for deposit and check the deposit slip for accuracy and verify checks for authenticity and negotiability
- Perform service for Members such as ordering loan coupons, checks, preparing cashier checks, temporary checks, gift cards and issuing ATM/Debit cards
- Place holds on accounts in accordance with Credit Union policy and procedures
- Receive and verify loan and VISA payments
- Complete transfers, vouchers and fees
- Receive and process night and mail deposits
- Verify ATM machines are free from tampering, process deposits and settle the ATM.
- Explain and promote Credit Union products and services to Members and refer them to the FSC
- Attempt to resolve issues and problems with Member accounts
- Process daily totals and balance currency, coin, and checks in the cash drawer. Prove out at the end of the day
- Assist with opening and closing the branch, by following the Credit Unions procedures
- Other duties may be assigned
Qualifications
Prior cash handling experience a must
Strong interpersonal skills
Superior customer service attitude required
Ability to cross-sell products and services
Computer skills
Good math aptitude
Good reading comprehension aptitude
Good verbal and written communication skills
Reliable and able to accommodate flexible work schedule
HS Diploma/GED
Full Job Description
Serve as a liaison between the member and the credit union. Responsible for providing account information, tellering, and professionally handling members daily credit union needs. Additionally, the MSR is responsible for identifying members' financial needs and offering or referring to appropriate products and services. *Spanish Speaking Preferred
Duties:
1. Stands and greets everyone entering the branch with the appropriate credit union greeting.
2. Provides excellent service by mentioning and educating our members on, but not limited to, ACUTX and partner products and services identified during member interactions.
3. Represents the credit union to members in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of transactions.
4. Responds to members requests, problems, and complaints and/or directs them to the proper person for specific information and assistance.
5. Provides general information to the members whether by phone or in person. If the request concerns a different department then the MSR is responsible for directing the member to the proper department
6. Processes member transactions including, but not limited to, deposits, withdrawals, loan and credit card payments, and paying/receiving of
negotiable items.
7. Ensures all cash handling procedures are followed as outlined by policy and procedure.
8. Complies with all credit union policies, procedures, as well as all state and federal regulations including the Bank Secrecy Act (BSA) to protect the credit union and it's members.
9. Assists branch management with the daily processing of ATM, and night-drop procedures.
10. Submits all appropriate documents to the credit union's document capture system.
Note: The list of duties is not exhaustive. It may be supplemented as necessary from time to time.
Requirements
Education/ Certifications/Licenses
High School Diploma or GED required
Experience
Required to be bonded
Six months of similar or related experience including time spent in preparatory positions.
Education/ Certifications/Licenses High School Diploma or GED required Experience Required to be bonded Six months of similar or related experience including time spent in preparatory positions.