Teller
Teller
Job category: Financial
Job Type: Full Time
Location:
Clinton, New York
Posted on:
04/20/2023
Closes on:
05/19/2023
Job Description:
- Purpose:
Receive and pay out money and keep records of money and negotiable instruments involved in financial transactions. Work is subject to review and/or audit on a no-notice basis by management, Supervisory Committee, auditors and/or Federal Examiners.
- Responsibilities:
Primary
| a) | Perform teller duties, which involves: receives checks and cash for deposit, verifies amount, examines checks for endorsements, accepts loan payments, credit card payment and processes cash advances. |
| b) | Must present a helpful, cheerful, professional image when waiting on members in person or on the telephone. |
| c) | Provide information to members concerning the Credit Union products available to them. ex: money orders, teller checks, ATM and VISA cards and attempts to cross sell them. |
| d) | Provide members with account balances and loan payoff figure. |
| e) | Process incoming mail and telephone transfers. Answer telephone, assist member or transfer calls to proper departments. |
| f) | Balance cash drawer daily and will maintain Teller Balance Record in accordance with Teller Procedure 3.17 “Teller Cash Over/Short.” |
| g) | Collect funds on returned checks. |
| h) | Understand the Bank Secrecy Act and when and how to complete currency transaction report |
| i) | Performs all duties in compliance with the established Credit Union |
| Quality Standards. | |
| j) | Keeps current knowledge of all services and products provided by the Credit Union and cross-sells these services and products whenever possible. |
| k) | Must display a pleasant, professional style on the job and follow |
| guidelines established in the company’s Policy Manual, including | |
| Code of Ethics, dress code and attendance areas. | |
| l) | Must complete all training designed to enhance capabilities, including in-house training as well as outside seminars, workshops, etc. |
| m) | Acquires and maintains the necessary working knowledge of Federal and State laws and regulations and Credit Union Bylaws and Policies in order to ensure compliance. |
| n)
o) |
Travel to other branches when necessary.
Perform other duties as assigned. |
Secondary
| p) | May have to assist in balancing the money order account monthly. |
| q) | May train new tellers. |
| r) | May be responsible for completing loan verification reports. |
| s) | May be responsible for imaging checks daily. |
| t) | May be responsible for proving ATMs daily and assist in replenishments of each. |
- Reports To:
This position reports directly to the Head Teller.
Equal Opportunity Employer/Veterans/Disabled