Teller

Overview

The Teller is responsible for delivering accurate, professional, and solution-focused service to members. Responsibilities include assisting members in person and by phone, providing information about credit union products and services, and conducting account research. Additional tasks may involve performing necessary file maintenance and assisting with payroll and account changes. The role requires maintaining up-to-date knowledge of and adherence to security procedures and internal controls. Other duties may be assigned as needed.

Responsibilities

Solution Oriented :

• Professionally and proactively helps members in achieving their financial objectives with guidance and advice.
• Help members anticipate potential problems, offering suggestions and possible solutions.
• Be oriented towards recognizing members' needs. Associates develop this ability over time as they continue to learn more about Palmetto Citizens and financial services.
• Work with members to resolve potential problems, creating a positive member solution.

Product Promotion :

• Understand member's needs and professionally promotes appropriate credit union products and services.
• Acquire and maintain up-to-date knowledge of Palmetto Citizens products. This ability develops over time as associates learn and apply their knowledge when working with members.
• Enhance member service usage of Palmetto Citizens products.

Tellering :

• Always deliver assistance in a safe and secure manner. Knowing the member and the depth of their relationship.
• Always be professional and pleasant in handling member transactions. Receives deposits, loan payments, and transfers in person, by phone, or by mail; transacts cash or check withdrawals; provides cashiers checks, money orders, and any other service within their authority.
• Maintain a balanced and secured cash drawer.
• Complete all necessary file maintenance documents, and orders checks for members, as appropriate.
• Has authority to permit availability of funds for checks up to a specified amount without further approval.

Qualifications

• High School Diploma or equivalent is required.
• 1 year of customer service and/or cash handling experience required.
• Excellent communication skills, both verbal and non-verbal.
• Bilingual candidates a plus.

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.