Branch Support Teller

Branch Support Teller

Job Category: Staff Requisition Number: BRANC003247

Full-Time

Location: Castle Hill Castle Hills (7) Josey Lane Lewisville, TX 75056, USA

Description

Position Purpose and Objectives

The Branch Support Teller is responsible for training new tellers to ensure consistent branch coverage, compliance, and operational excellence across all supported locations. Providing operational, sales, staffing, and performance support to assigned branches to ensure service continuity, compliance, and member experience during staffing shortages.

Major Duties and Essential Functions

• Demonstrate enthusiastic support of Credit Union of Texas's vision, core values, employee creed, and long-term objectives. A key component of this is to "deliver an unexpected experience" by consistently providing outstanding service to internal and external members with every interaction.
• Process share account and checking account deposits and withdrawals, loan/lease payments, and credit card payments.
• Negotiate check cashing transactions, process negotiable instruments (cashier's checks, money orders), and process credit card cash advances.
• Identify member financial needs and recommend an appropriate/progressive credit union product/service solution.
• Test new products and services.
• Deliver ongoing training and skill reinforcement for existing staff.
• Adapt to multiple branch environments.
• Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy.
• Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control, and USA Patriot Act as they apply to the duties of the position.
• Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union's privacy policy.
• Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items. Comply with robbery and hold-up procedures.

Other duties necessary to achieve the goals of the credit union: Travel between CUTX Branches.

Positions directly supervised: N/A

Education: Must be 18 years of age or older with a high school diploma or equivalent.

Experience: Minimum 6 months or more related operational experience in financial institution environment or equivalent preferred.

Physical Activities and Requirements of this Position

• Finger Dexterity - Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
• Grasping - Using fingers and palm on an object.
• Talking - Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
• Repetitive Motions - Movements frequently and regularly require using the wrists, hands, and/or fingers.
• Average Hearing - Able to hear average or normal conversations and receive ordinary information.
• Average Visual Abilities - Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
• Sedentary Work - Sitting part of the time. Exerts up to 10 lbs. of force occasionally.

Working Conditions of this Position

• Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required.

Mental Activities and Requirements of this Position

• Reasoning Ability: The ability to use common sense or logic.
• Detailed - Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables.
• Mathematical Ability: Basic - Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates, and lease expiration times.
• Language Ability: The level of ability required to communicate and understand written and oral language.
• Typical - Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze, and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors, and the general public.

Compliance requirement

The responsibilities contained within this job description remain compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer

The information in 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 contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job, which may vary in the department or the assignment. The actual essential duties, responsibilities, and qualifications may vary by department, reporting structure, and other business needs. No inference should be drawn that a specific

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