Teller / Customer Service Representative - Floater

Job Description

Job Description

Full job description

Job Summary

The Customer Service Representative serves as the first impression for the credit union, focusing on accurate transaction processing, account servicing, and delivering positive member experiences. CSRs are provided structured guidance to build proficiency in credit union products, procedures, and compliance requirements.

Essential Duties and Responsibilities

Member Transactions & Service

Processes member financial transactions accurately and efficiently, including deposits, withdrawals, loan payments, transfers, and check cashing.

Counts, checks, and packages coins and currency in accordance with established procedures.

Responds to routine member inquiries in a friendly, professional manner; escalates non-routine or complex issues to a supervisor.

Assists members with basic account inquiries and refers members to appropriate staff for more complex needs.

Promotes and explains credit union products and services that align with member needs.

Experience with a Teller Cash Recycler is desirable.

Maintains a balanced cash drawer throughout the day; follows all balancing procedures at end of shift.

Alerts supervisor promptly to any cash discrepancies or out-of-balance conditions.

Handles negotiable instruments (cashier's checks) according to credit union policy.

Assists members with opening basic personal accounts under direct supervision.

Gathers and verifies required documentation for account and service requests.

Assists with basic consumer loan inquiries and directs members to appropriate staff for application processing.

Compliance & Procedures

Follows all credit union policies, security procedures, and regulatory requirements governing teller and CSR operations.

Maintains awareness of applicable State and Federal Regulations; completes required compliance training.

Ensures all member and employee information is kept in the strictest confidence.

Additional Duties

Participates in branch and departmental training sessions and organizational meetings.

Represents the credit union at community and business-related events as needed.

Travels between branch offices as needed.

Performs other duties as assigned.

Qualifications:

High school diploma or GED required. 1+ year of teller, cash handling, or customer service experience preferred.

Basic proficiency in Microsoft Office products; ability to learn and navigate core banking systems and office equipment.

Ability to read and follow operating instructions, procedures, and policy documents. Ability to communicate clearly in writing and verbally with members and staff.

Ability to accurately perform arithmetic operations including whole numbers, fractions, and decimals; ability to make change and balance a cash drawer.

Ability to follow written and oral instructions and apply standard procedures to routine, day-to-day situations.

Benefits:

401(k)

401(k) matching

Bereavement leave

Dental insurance

Disability insurance

Health insurance

Life insurance

Opportunities for advancement

Vacation and sick time

Volunteer time off

Education:

High school or equivalent (Required)

Experience:

Banking: 1 year (Required)

Ability to Commute:

Claremont, NH

Langdon, NH

Littleton, NH

Work Location: In person

Member-owned financial cooperative established in 1951 for the financial well being of its membership serving VT and Western NH.

Company Description

Member-owned financial cooperative established in 1951 for the financial well being of its membership serving VT and Western NH.