PT Teller

Description

 As a credit union Teller, the responsibilities include processing member transactions, overseeing cash withdrawals and check deposits. 

· Support member engagement by processing teller transactions and making appropriate introductions to member service representatives.

· Complete operational activities while minimizing risks under established policies.

· Perform routine transactional, operational, and member service support tasks efficiently through knowledge of credit union procedures and products, as well as partners across the organization.

· Receive directions from managers and exercises judgment within defined policies and procedures

· Escalate questions and issues to more experienced roles

· Interact with members and individuals to demonstrate care, build relationships, and complete requested transactions

Requirements

Required Qualifications

· 6+ months’ experience interacting with customer/members, or equivalent demonstrated through work experience, or training.

· Member service focus with experience handling complex transactions across multiple systems

· Experience working with others on a team to meet member needs

· Cash handling experience

· Ability to follow policies, procedures, and regulations

· Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

· Well organized, independent and able to prioritize in a fast-paced environment

· Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

· Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues 

· High School graduate or equivalent

Work Environment

· Office setting with standard working hours

· Ability to work a schedule that includes most Saturdays