Copy of Member Service Teller I

Description

The Member Service Teller is responsible for assisting the Branch Manager with the overall daily teller operations of the branch. This includes monitoring the operations of the Teller Department ensuring member service standards are met in each and every interaction. Provides competent, courteous and concerned service to all external and internal members. Promotes a positive work environment in which member expectations are exceeded, teamwork is strengthened and personal growth of staff members is encouraged. Provide superior member service to members and co-workers by displaying CU’s core values during all interactions.

Requirements

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Practices active listening skills and responds quickly to all member inquiries and requests.

• Receives checks, cash and other negotiable instruments for deposit. Verifies amount, uses available tools to combat fraud and examines checks for complete and proper endorsements.

• Cashes checks and pays out money after verification of signatures and customer balances have been scrutinized.

• Enters members' transactions accurately into computer to record transactions, and issues computer generated receipts.

• Places appropriate check holds in compliance with CU check hold guidelines and Regulation CC rules.

• Provides general information, cross sells products and services, and routes members to appropriate departments.

• Daily balances cash and transactions accurately.

• Explains and promotes other credit union products that fit individual Member’s needs.

• Keeps abreast of current Marketing promotions and actively participates in meeting personal and department goals associated with each promotion.

• Completes yearly required regulatory training and notifies Branch Manager of classes completed.

• Understand regulatory requirements and can demonstrate satisfactory knowledge of these laws and regulations and how they affect the job.

• Ensures completion of monthly audits of ATMs, CDMs, TCRs, and all negotiable items. Reports any discrepancies to the appropriate credit inion personnel.

• Analyzes the cash flow and makes recommendations to the Branch Manager of amount required to operate the branch.

• Assists the Branch Manager in training new employees.

• Displays a superior knowledge of all credit union products and services and identifies appropriate cross sell situations in which to offer those products and services.

• Consistently meets or exceeds sales goals set forth by the Branch Manager.

• Learns and maintains basic knowledge in order to trouble shoot problems.

• Refers members consistently to: Autoland, CU Financial Services, and other CU partners as well as artfully demonstrate for members CU’s convenience/technology products such as: Bill Pay, Internet 24, Audio 24, Card Wizard and Main Street check services.

• Adheres to CU’s Personnel Manual guidelines and HR policies.

• Consistently displays excellence in Member service and maintains a strong desire to provide opportunities to improve members’ financial lives by providing beneficial, convenient, accurate and courteous service to members and co-workers alike.

• Takes individual responsibility for preserving the image of CU by maintaining a superior appearance of professionalism, cleanliness and organization.

• Provides additional support for the branch as requested.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Education/Experience: High school diploma or general education degree (GED); and least two years related experience in a financial institution, within the function or department being hired.

• Excellent interpersonal skills with members and co-workers which focuses on a positivity and enthusiasm.

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.