Teller
WEOKIE Federal Credit Union
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BASIC FUNCTION
Tellers deliver extraordinary service while accurately and efficiently
processing a variety of cash and inquiry transactions for Members while
adhering to applicable policies and procedures. Tellers proactively
suggest appropriate products and services to help Members better manage
their financial needs and provide information about the Credit Union,
its mission, and its products and services.
MAJOR ACTIVITIES
1) Provide extraordinary member service by being knowledgeable,
engaging with Members, making Members feel valued and consistently
applying defined service standards. Accurately process transactions for
Members, including but not limited to, cashing checks, receiving
deposits and payments, processing withdrawals, conducting information
inquiries.
2) Listen actively to fully understand and answer Members
questions/concerns, and offer guidance to appropriate products and
services. Proactively identify and make appropriate, qualified referrals
for members that will save them time, money and/or provide peace of
mind. Look for ways to enhance members relationships by building trust
and confidence.
3) Ensures proper policies, procedures, risk mitigation activities, and
operating controls are followed. (i.e. security, member identification,
fraud prevention, etc.).
4) Prepares and verifies official checks and money orders.
5) Balance assigned cash drawer during and at the end of each work day.
6) Perform miscellaneous duties such as end of day activities, filing,
answering phones, maintaining supplies, etc..
CRITICAL RESULTS
1) All Members are provided with an extraordinary service experience by
being knowledgeable, engaging with Members, making Members feel valued
and consistently applying defined service standards.
2) Operate within the acceptable ranges of the Balancing and Quality of
Work Parameters, while maintaining a high level of member service.
3) Products and services are proactively recommended when appropriate
and Members receive accurate information.
4) All activities are efficiently conducted, generally error free, and
are completed following the appropriate policies, procedures,
operational controls, and compliance controls. (i.e. security, member
identification and fraud prevention).
5) Losses, errors, and risks are controlled and mitigated by adhering
to all applicable policies and procedures. Manager approval required for
any exceptions.
6) Work according to schedules and department attendance guidelines.
Need may arise whereby this position may provide coverage at another
branches.
QUALIFICATIONS
A. Specialized or Technical Knowledge and Skills:
1) Must have a High School Diploma or equivalent.
2) Must be able to learn and apply a variety of software applications.
3) Must have accurate keyboarding skills.
4) Prior experience in a retail service environment to include cash
handling and member service preferred.
5) While performing the duties of this Job, the Partner is regularly
required to stand; use hands to handle, or feel; reach with hands and
arms and talk or hear.
6) The employee is frequently required to walk and sit. The employee is
occasionally required to climb, balance and stoop, kneel, or crouch.
7) Employee must frequently lift and/or move up to 10 pounds and
occasionally lift and/or move up to 50 pounds.
B. Behavioral Competencies: Behavioral competencies
PI251776683
WEOKIE Federal Credit Union is an Equal Opportunity Employer and does
not discriminate against any applicants for employment based on their
race, color, religion, sex (including pregnancy, sexual orientation, or
gender identity), national origin, age, physical or mental disability,
genetic information, veteran status, uniformed service member status, or
any other status protected by law.