Floating Teller

Job Title

Perform a wide range of transactional and operational duties with proven proficiencies to serve our members with high accuracy in accordance with credit union policies and procedures. Provide excellent service to our members at all times and have strong cross-selling abilities for additional products and services. Must have the ability to solve more complex member problems, transactions and work-related matters with confidence and accuracy. Proactively assist other branch employees without being prompted by the Branch Manager.

Requirements

Member Service:

• Greet and assist members with a friendly and professional demeanor.
• Answer member inquiries about financial services, account information, and general financial products.

Financial Transactions:

• Process deposits, withdrawals, transfers, and other financial transactions accurately.
• Handle cash, checks, and electronic payments following proper procedures.
• Balance cash drawers and ensure that all transactions are recorded correctly.

Cross-Selling Products:

• Promote and cross-sell additional banking products and services, such as loans, credit cards, or savings accounts, based on customer needs.

Maintaining Accuracy:

• Ensure all transactions are processed accurately and that all documentation complies with our policies and regulatory requirements.

Branch Support:

• Work at different branches or locations as needed, providing coverage in high-demand situations or when other tellers are unavailable.
• Familiarize yourself with the policies and procedures of various branches you may work at.

Security & Compliance:

• Adhere to all security and privacy regulations regarding customers' financial data.
• Report any suspicious activity or potential fraud according to bank policies.

Balancing & Reporting:

• Reconcile cash drawers at the end of shifts.
• Prepare daily reports of transactions and ensure that all documentation is accurate.

Assisting with Other Tasks:

• Help with other branch tasks such as filing, assisting with lobby management, or providing administrative support.

Required Skills and Qualifications

• Customer Service Skills: Ability to communicate well with customers and create a positive experience.
• Attention to Detail: Accuracy in processing financial transactions and balancing cash.
• Basic Computer Skills: Proficiency in using banking software and general office programs.
• Cash Handling: Experience working with cash and handling large volumes of transactions.
• Flexibility and Adaptability: Willingness to work at different locations and adjust to varied work environments.
• Problem-Solving: Ability to troubleshoot and resolve customer issues efficiently.

Qualifications

· High school diploma or equivalent

· Minimum of one (1) year successful performance as a Teller 1 with demonstrated proficiencies in all transactional and operational tasks and meeting referral goals or minimum experience of two (2) years in a financial institution that involves cash handling, customer service and sales.

· Attention to detail and basic math and numeric sequencing aptitude

· Good judgement in order to evaluate identities, accounts, checks, and currency

· Interpersonal skills and provide exceptional member experience with all member interactions

· Ability to communicate with members and others at all levels of the Credit Union, in both written and verbal formats

· Working knowledge of Microsoft Word and Excel software applications

Disclaimer: This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to be interpreted as an exhaustive record of all duties, responsibilities and qualifications required of employees assigned to this job.