Teller – Financial Services Representative I (Firestone)
Premier Members Credit Union
POSITION SUMMARY:
At Premier Members Credit Union, we live our mission and corporate
philosophy daily by demonstrating B.R.A.V.E. – Build Relationships and Add
Value Every day. In Branch Operations, we deliver world-class service to all
of our members by “Being Premier.” We embrace individuals who believe in
being Premier by displaying Member Focus, Going the Extra Mile, Build
Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner
ESSENTIAL FUNCTIONS:
Build member relationships that deliver value and demonstrate that we care by
fostering a positive environment and giving exceptional member service
Presenting oneself in a professional manner in all interactions and
communications while displaying the highest level of quality, honesty,
integrity, and confidentiality
Maintain member and Credit Union privacy, security, and confidentiality
Responsible and compliant with Regulations, Policies and Procedures
Responsible for outside Business Development, outbound call efforts and
participate in PMCU Community Outreach programs
Greet and welcome every member, acknowledge by their name if known
Accountable for day-to-day interactions between members, co-workers,
managers, and volunteers
Responsible for attaining the goal and referrals requirements set forth by the
Credit Union
Assist members in achieving financial goals and objectives by offering PMCU
products and services
Work with team members, management, departments, and business partners
to promote a service culture which provides prompt, accurate and effective
member service
Exercise appropriate judgment when seeking guidance, support, and/or direction
Knowledgeable of our online and mobile banking to assist members as needed
Perform opening and closing procedures
Assure that proper cash handling procedures and dual controls are being
followed according to policy and guidelines
Process a variety of transactions and member service items while providing
members with a positive experience each and every time
Responsible and knowledgeable of vault teller duties and functions to include
but not limited to balancing vault, cash buys/sells, preparing tickets
to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels
and balancing
Assist with the completion of month end tasks and branch audits in accordance
with procedure
Responsible for ensuring all PMCU quality control standards are consistently
achieved
Works independently with minimal supervision
Perform other duties as required or assigned
KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS:
High school diploma, GED or equivalent with 6 months member service experience
6 months member service/financial institution experience preferred, but
not required
Demonstrate proficiency in math, cash handling and problem solving
Excellent communication and member service skills
High level of accuracy and attention to detail
Excellent computer skills to including but not limited to Microsoft,
Outlook, Word and Excel
Ability to pass CO State Notary Certification Program
WORKING CONDITIONS
Standard office conditions
May require long periods of standing
Ability to lift 25 pounds in limited situations
Long periods of computer and member interactions
In accordance with the Americans with Disabilities Act, it is possible that
requirements may be modified to reasonably accommodate disabled individuals.
However, no accommodations will be made which may pose serious health or
safety risks to the employee or others or which impose undue hardships on the
organization.
The Credit Union believes that each employee makes a significant contribution
to our success. That contribution should not be limited by the assigned
responsibilities. Therefore, this job description is designed to outline
primary duties, qualifications, and job scope, but not limit the
incumbent. It is our expectation that each employee will offer his/her
services wherever and whenever nece sary to ensure the success of our
endeavors.
Job descriptions are not intended as and do not create employment contracts.
The organization maintains its status as an at-will employer. Employees can be
terminated for any reason not prohibited by law.
This Job Description is not a complete statement of all duties and
responsibilities of this position and may change with or without notice.