Beloit Student Teller

Job Description

Student Teller

Job Classification: Part Time

FLSA Status: Non-Exempt

Department: Operations

Reports To: Director of Engagement & Education


Senior Leader: Chief Administration Officer

Job Overview

Welcomes members into the branch and provides friendly, helpful service that promotes financial education while using expert knowledge in deposit and convenient services products to process a variety of financial inquiries accurately and efficiently, account openings, service requests, and transactions. Secures credit union assets, balances transactions, and completes necessary reports.

Major Tasks, Responsibilities and Key Accountabilities

• Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Follows Processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA) Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Complete required, annual AML/CFT training to ensure you understand your responsibilities that apply to AML/CFT, including:
  • CIP (Customer Identification Program)
  • CDD (Customer Due Diligence)
  • Beneficial Owner Identification and Verification
  • Prohibited Account Types
  • CTRs (Currency Transaction Report)
  • SARs (Suspicious Activity Report)
  • OFAC (Office of Foreign Assets Control)
  • Monetary Instruments

• Develops and implements projects creating awareness of BHCCU branches in the schools.

• Provides friendly, helpful service that promotes financial discipline through:

• Preparing for daily interactions with a professional image and an organized workstation.
• Maintaining knowledge of BHCCU products and processes.
• Proactively greeting members with a smile, handshake, introductions, and full attention.
• Taking responsibility for waiting members.
• Understanding the member's objectives by asking appropriate questions and listening to the member's responses.
• Recommending the best solution or guiding the member to the appropriate staff to accomplish the member's needs and strengthen their financial well-being.
• Processing transactions accurately and efficiently.
• Following up with the member to ensure satisfaction and to provide encouragement.
• Utilizes expert knowledge in deposit and convenient services products to process routine consumer and business financial inquiries, transactions, and service requests including deposits, withdrawals, transfers, and purchase of negotiable instruments.
• Utilizes basic knowledge to identify member needs with loans and investment services and seamlessly refers members to appropriate staff.
• Fulfills member service requests including account maintenance, research, reconciliation, and correction.
• Secures the credit union's assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities.
• Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Supports the vision of the Board of Directors and President/CEO by working cooperatively and cohesively on service and operational matters with the Branch Manager, the management teams and fellow employees.
• Performs other duties as assigned, including filling in for other departments as member demand necessitates.

Major Skills and Competencies

• Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
• Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support.
• Must possess effective verbal and written communication skills.
• Must have reliable attendance.
• Must possess good judgment.
• Must possess basic math skills.
• Ability to organize and prioritize work and maintain accurate records.
• Projects a professional image.
• A positive attitude and self-motivation is essential

Physical Job Requirements

Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift objects (typically less than 30 pounds).

• Ability to communicate with a diverse membership and employee group.
• Ability to accomplish the described responsibilities through the use of computers and technology.

• Ability to sit and/or stand for extended periods of time.
• Ability to work in a changing, challenging, and fast paced work environment.
• Variable stress levels.
• Provide own transportation.
• Occasional business travel.

Environmental Job Requirements

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.

Minimum Qualifications

• Pass the pre-employment background check.
• Teacher recommendation required.
• Must be enrolled in area High School for the 2023-2024 school year

Environmental Job Requirements

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.

Blackhawk Community Credit Union is an Equal Employment Opportunity (EEO) employer. It is the policy of BHCCU to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Acknowledgment

I acknowledge that I have read the job description and requirements for the position and I certify that I can perform these functions with or without accommodation.

Employee Signature Date


Management has the right to add or change these duties of the position at any time.