Teller

JOB DESCRIPTION

TELLER I/TELLER FLOAT

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SUMMARY:

The Teller I/Teller Float position will perform a variety of financial transactions and recommend additional products and services based upon M ember need by utilizing the Island Federal Credit Union’s preferred way of selling. Teller I/Teller Float will learn to perform routine financial transactions to include deposits, withdrawals, cash advances, loan payments, transfers, and check cashing in a courteous, accurate, and efficient manner. While in this position, Teller I/Teller Float will learn and become knowledgeable about the Credit Union’s products and services. This person requires an ability to communicate effectively with prospective and current M embers and to represent the credit union in a positive and professional manner.

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ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Learn all aspects of the teller position.
• Learn and obtain a solid foundation of the products and services offered by the credit union.
• Evaluate new and existing M ember’s accounts while performing transactions and be proactive in
• identifying each M ember’s needs. Cross sell credit union services, deposit and loans products, which provide solutions to the M embers’ needs and improve their financial well-being.
• Greet M embers in a courteous, professional, and timely manner while providing prompt and accurate service.
• Perform transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, loan payments, and check cashing.
• Responds in a professional manner to M embers' inquiries, requests or problems.
• Responsible for maintaining teller drawer cash within the appropriate levels.
• Maintain an up-to-date and thorough knowledge of all credit union products and services.
• Promote, explain, and cross-sell credit union products and services.
• Responsible for the accuracy and completion of the teller daily proof.
• Keep all credit union M ember and employee related business in strictest confidence.
• Possess general knowledge of BSA rules and regulations. Completes and passes BSA Training requirements.
• Process shared branching transactions and inquiries.
• Maintain a neat and orderly work area.
• Process check orders and certificates of deposit.
• Cross train and learn branch morning work.
• Accommodate flexible work schedule to meet branch needs, including evenings and weekends and other branch locations as directed by management.
• Teller Floats are required to report to various in-county (Nassau or Suffolk) locations required and as directed by Management.
• Perform all other duties as assigned.

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REQUIREMENTS:

• High school graduate or equivalent.
• Must possess good communication skills.
• Minimum 3 months customer service experience in a financial institution or retail environment preferred.
• Previous Teller or cash handing experience preferred.

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COMPENTENCIES :

• Excellent written and oral communication skills

• Excellent organizational skills
• Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
• Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

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