Teller
Company: America First Credit Union
Location: Las Vegas
Posted on: January 27, 2023
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Job Description:
Schedule:
Mon - Fri Flex
Overview:
What will you do?Tellers act as service representatives responsible
for providing a variety of paying and receiving functions,
including processing deposits, withdrawals, loan payments,
cashiers' checks, money orders and cash advances. Responsible for
balancing each day's transactions and verifies cash totals.
Establishes and builds member relationships by identifying members'
needs and educating them about specific products and/or services.
Enthusiastically cross-sells Credit Union services. Performs a
broad variety of member services functions such as opening and
closing accounts, renewing certificates, and assisting members with
bookkeeping and account maintenance. Certified Tellers should be
able to resolve more complex member transactions independently,
refer members, as necessary. Responsible for helping members via
all channels such as phone, mail, text, email, and assisting
members with video solutions, and self-serve channels. Actively
promotes and cross sells digital services to members and serves as
a digital services expert in the branch. Performs various clerical
functions and assists other Service Representatives with duties as
required. Serves members promptly and professionally. Ability to
attain expected baselines in sales, volume, and service is expected
to support branch goals. -
Responsibilities:
1. Assumes responsibility for the efficient, effective, and
accurate performance of teller functionsa. Ensures teller functions
are correctly performed and are in accordance with established
policies and procedures. b. Maintains privacy of member account
information. c. Performs a wide variety of teller paying and
receiving functions both "in person" and processes "bank by mail"
transactions. Receives share deposits and loan payments. Prepares
proper receipts. d. Processes transfers, cash advances, traveler's
checks, cashiers' checks, and money orders. e. Disburses cash or
check share withdrawals. f. Processes and posts CD, HSA's and all
types of IRA's. g. Verifies transactions. Monitors deposit amounts
and examines documents for endorsement and negotiability. Detects
and resolves discrepancies promptly. h. Makes risk assessments of
negotiable items including checks, drafts, wires, and cash
withdrawals within assigned limits of authority. i. Balances daily
transactions and verifies cash totals. Investigates and resolves
out-of-balance conditions. j. Certified Tellers provide "override"
function for other Tellers within defined authority limits. -2.
Assumes responsibility for the effective and professional
performance of member service functions through sales and
service.a. Performs all Member Service and Sales functions in
accordance with established policies and procedures. b. Ensures
that the Credit Union's professional reputation is maintained and
projected. c. Maximizes the penetration of Credit Union products
and services by identifying members' needs and additional
cross-sell opportunities, such as checking accounts, certificate
accounts, core deposit accounts, and other AFCU products and
services to meet/exceed established sales and baseline goals. d.
Actively and professionally cross-sells Credit Union services and
records accepted teller referrals. Assists with new member
onboarding 2x2's calls as directed by branch management. e. Answers
questions and assists members with more complex transactions and
account problems providing resolutions within defined authority
limits. Refers members to branch leadership as needed. f.
Responsible for handling member interactions via all channels
professionally, while utilizing effective sales and service
technics to establish and build relationships. g. Opens and closes
accounts as requested by members. Processes stop-payments and
corresponds with members regarding claims. h. Resolves transaction
corrections in a timely manner in accordance with policy and
procedures. i. Performs file maintenance and account changes as
requested by members. -3. Assumes responsibility to act as a branch
expert for electronic services.a. Actively cross sells AFCU digital
services including - Online Banking, Mobile banking, Card Guard,
Bill Pay, Mobile Deposit and others. b. Has knowledge and
understanding of AFCU digital services to be able to answer
members' questions and provide them with problem resolutions for
digital services. c. Assists with the daily maintenance operations
of self-assist in branch machines and video equipment. Keeps branch
management informed of servicing issues. d. Assists members with
account lock outs and Online Banking PIN/Password resets, direct
deposit, ACH, wire transfers, and other digital service account
needs by the member requested. -4. Assumes responsibility for
establishing and maintaining effective coordination and working
relationships with area personnel and with management.a. Assists
area personnel as required. Provides guidance to other Teller
Service Reps and Trainees as directed by branch management. b.
Keeps supervisor informed of area activities and of any significant
problems or concerns. c. Responsible for implementing employees'
own individual 90-day sales action plan to help meet individual and
branch established sales goals. Takes direction from observation
coaching by branch leadership to improve as needed. d. Attends and
participates in trainings, meetings, and branch sales huddles and
forward focus activities as required. e. Performs related clerical
and receptionist duties as required. f. Responsible to adhere to
Branch Safety, Security, and Teller Audit procedures. -
-PERFORMANCE MEASUREMENTS: -1.Member Focus - The degree to which
member service is demonstrated in the day-to-day business
environment. Applies to coworkers as well as, outside members,
clients, etc. 2. Teller Statistical Record - Meets defined Teller
Performance Report Overall Score established expectations;
including accepted teller referrals to Members served baselines. 3.
Attendance & Punctuality - Absences occurring outside the scope of
leave granted by the credit unions policy hindering the ability to
complete assigned tasks and duties. This also includes punctuality-
which encompasses the frequency of times tardy for work or
returning from lunches and breaks. 4. Job Knowledge -. The depth or
level of know how to perform the job. The application in applying
know how to perform the job. The degree of knowledge acquired to
understand other functions and the company mission. 5.
Professionalism & Appearance- Demonstrates and conveys a favorable
image when representing the credit union. Display a high level of
honesty, integrity, and confidentiality while conforming to
established appearance and grooming policy. Cleanliness and
neatness are maintained in the employee's work area. 6. Teamwork &
Cooperation- The degree to which individuals promote a positive,
productive, and professional environment. Demonstrates sensitivity,
cooperation, understanding of others, and respect. The degree to
which synergy is promoted. 7. Sales Performance- The degree to
which sales efforts are effective in meeting sales goals. 8. Core
Values and Code of Conduct- Degree to which these company values
are modeled and adhered to in all actions and behaviors.
Qualifications:
Training/Education/Certification: - High school graduate or
equivalent. -Experience Required: None Previous retail sales or
other similar financial institution work experience preferred.
-Skills/Abilities: Excellent communication skills and willingness
to assist others. Ability to successfully recognize and offer sales
opportunities Professional appearance, dress, and attitude. Solid
math skills. Attention to detail and accuracy. Ability to operate
related computer software, and other business equipment including
10-key, currency and coin counters, cash machines, self-assist
machines, video, iPad and telephone. - -If this describes you,
apply now to get the ball rolling! If it reminds you of someone you
know that is also looking for work, tell them about us and this
opportunity! Either way, thanks for considering us as your future
employer, we look forward to hearing from you.
Keywords: America First Credit Union, Las Vegas , Teller, Accounting, Auditing , Las Vegas, Nevada
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