Branch Services Representative - Teller
Position Purpose:
This high member contact position assists members by processing their transactions in an accurate and timely manner and complies with regulatory recordkeeping. Actively sells and cross-sells credit union products and services within the guidelines of the established production programs and furnishes account statuses.
Essential Functions:
- Accurately and efficiently processes transactions.
- Accurately and efficiently performs service requests.
- Completes and files regulatory reports as required.
- Responsible for accurate handling and maintaining of all cash/negotiable instruments and end-of-day balancing.
- Processes check deposits through Check 21 solution.
- Cross-sells products and services to members.
- Performs other duties as assigned.
Performance Standards:
- Meet strategic objective for service level (NPS).
- Accurately process requests.
- Maintain efficient production levels to support branch.
Qualifications:
Education/Certification: High school diploma or GED is required.
Required Knowledge: Basic understanding of MS Office Suite is desired.
Experience Required: One to two years cash handling and/or customer service experience.
Skills/Abilities: Excellent customer service & interpersonal skills and mathematical skills.
Able to work in a fast-paced environment; especially where one must frequently convey detailed or important instructions accurately or quickly.
Excellent verbal and written communication skills.
Valid driver’s license required with clean abstract and vehicle to drive to a branch when scheduled.
Activities and Requirements of this Position:
Repetitive Motion: Movements frequently and regularly required using wrists, hands, and/or fingers.
Communication Skills: Must frequently convey detailed or important instructions of ideas accurately and quickly.
Visual Abilities: Average visual acuity necessary to read, prepare and inspect documents or products.
Hearing: Able to hear average or normal conversations and receive information.
Physical Strength: Sedentary work (sitting most of the time). Able to lift and carry up to 25 lbs.
Reasoning Ability: Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.
Mathematics Ability: Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.
Language Ability: Able to write and compose sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.
Working Conditions:
Air-conditioned, smoke-free office setting.
Attendance Requirements:
Please note that scheduled attendance requirements may change due to business needs.
Business Hours:
Monday through Saturday. Business hours are subject to change. Must be able to work additional hours, weekends, and holidays as needed.