Teller I

Responsible for providing a variety of payment and receiving functions, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs specific assigned side-jobs and assists other tellers with a variety of duties as required. Performs most complex teller functions as needed. Ensures that Members are promptly and professionally served.  Provides excellent Member service with each Member interaction. Provides complete and accurate Member service using consultative sales techniques to retain Members and build Member loyalty. Follows cash control guidelines and safeguards Credit Union and Member assets. Assists Head Teller as required and needed. Follows Credit Union established policies and procedures.

Responsibilities
Assumes responsibility for the efficient, effective, and accurate performance of teller functions within an advanced level of authority.

• Represents the Credit Union in a courteous and professional manner.

• Identifies payees and Members by verifying signatures and endorsements.

• Receives share deposits in person.

• Receives loan payments in person

• Processes cash advances, travelers' checks, cashiers' checks, money orders, and similar transactions.

• Disburses cash or check share withdrawals in person.

• Completes CTRs, as required.

• Processes transfers.

• Orders checks for Members' accounts

• Follows established procedures for wire transfer.

• Takes stop payment orders.

• Opens and closes sub shares daily. Processes assigned cash and transactions and balances at end of day.

• Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.

Assumes responsibility for establishing and maintaining effective, professional business relations with Members.

• Ensures that Members' request and questions are promptly resolved.

• Operates on-line teller terminal. Provides in person such information as Members may authorize concerning their account status.

• Receives and processes change of name, addresses and such other account information as needed.

• Ensures that all Members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.

• Maintains privacy of Member account information.

• Ensures that the Credit Union's quality reputation is maintained and projected.

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

• Keeps supervisor informed of area activities and of any significant problems or concerns.

• Completes required reports and records accurately and promptly.

• Postings of incoming mail and/or night drop requests

•  Retrieving, printing, and viewing documents stored on the credit unions Optical Storage (OTG) system.

• Attends meetings as required.

Assumes responsibility for related duties as required or assigned.

• Performs drive-up teller and night drop functions as assigned.

• Assists Head Teller as needed.

• Provide support to member service representatives when needed

• Cross-sells Credit Union services.

• Loads and balances the cash dispatch machine when needed

• Performs related clerical duties as required.

Knowledge and Skills

Education: High School or GED (Required)
Years of Relevant Experience: 0-1 Year

Other Preferred Training, Technical Skills, or Knowledge
Experience using Microsoft Office
Experience using a Check Imaging System
Experience using Episys

Experience using Symitar

Experience using Synapsys

Experience using Verafin
Experience using Springboard

Abilities and Behaviors

• Six months to one year experience in the financial industry and credit unions is required.

• Experience in teller cash handling and cash dispense machines is preferred.

• Experience in sales is preferred.

• Excellent member service and verbal communication skills.

• Effective basic math and phone skills

• Ability to read documents and communicate clearly

• Ability to take initiative and work in a team

• Responsible; detail- and goal- oriented

Competent decision-making and problem-solving skills

Proficient typing and 10-key skills

Performance Standards

Balancing Standards

Balancing Percentage

Member Satisfaction

Transaction Quality

Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals)

Partners Wealth Management (Total Referrals / Qualified Referrals)

Review Membership Applications (Membership Officer)

Core Product Qualified Referrals (Checking, Certificates, MMA, and Consumer Loans)

Autoland referrals (Total referrals/qualified referrals)