Floating Teller Service Representative I Long Beach

JOIN THE KEESLER FEDERAL CREDIT UNION TEAM!

Keesler Federal Credit Union team members enjoy competitive salaries and a wide range of benefits, some of which include:

• Medical, dental, and vision insurance
• Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
• Employee and Dependent Life Insurance
• 401(k) Retirement Plan with 100% match on the first 5% contributed by you
• Paid Leave
• Tuition Reimbursement and Competitive Scholarships
• Short Term & Long Term Disability Benefits

WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS
Position: Floating Teller Service Representative I

Department: Retail Operations

Reports To: Teller Supervisor or Branch Manager

FLSA : Non-Exempt


SUMMARY

Under general supervision, but following established policies and procedures, performs a broad range of teller service activities. This position is responsible for posting transactions in a variety of credit union computer systems, managing and balancing cash under their control, and maintaining control of the negotiable instruments accessed. This position calls for a great deal of accuracy, while maintaining a high degree of productivity. This position supports sales and service initiatives by identifying and referring cross sales or distributing marketing materials to members. Must exhibit excellent interpersonal and verbal communication skills consistent with Sales and Service training.

This staff member is moved within the region's branch network at the discretion of the home base Branch Manager. The individual in this position can and will be moved frequently and without prior notice.


SUPERVISORY RESPONSIBILITIES

None

ESSENTIAL FUNCTIONS

• Following credit union policies and procedures, properly identifies members (including account ownership) for whom they are conducting transactions or providing account information.
• Accepts and verifies deposits and payments, performs withdrawals or loan advances, reconciles checks, provides account information, updates account information, and payoff requests within assigned dollar limits of authority for a TSR I.
• Maintains control of cash by double counting all cash received and disbursed. The purchase and sale of cash with other team members or the vault verified under dual control.
• Works to resolve members' concerns, complaints, discrepancies, and problems through the use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the CRM to effectively track member concerns.
• Utilizes the Sales and Service training to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the CRM to create, monitor, and manage sales and referrals is required.
• Maintains a high level of productivity by meeting or exceeding established goals set by Branch Manager and Regional Director.
• Performs ATM frontline maintenance and balances the ATMs in the branch or drive through lanes as directed and in accordance with credit union procedures, which has elements of dual control that must be followed.
• Processes night depository and ATM deposits as directed and in accordance with credit union procedures, which has elements of dual control that must be followed.
• Upholds all member information in strictest confidence.
• Accurately balances cash drawer and cash recyclers daily.
• Must maintain proficiency in all computer programs deemed necessary to perform the job functions of teller.
• Completes, with an acceptable grade, all training for the position of teller as directed by management and actively participates in training classes.
• Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Reg CC and Red Flag Program.

Other Duties and Responsibilities:

• Assists in upholding the branch appearance (interior and exterior) and to maintain a clean and orderly workspace.

• Miscellaneous duties as assigned.

Knowledge & Skills:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• A high school education or GED.

Experience and Other Requirements:

• One month to twelve months of similar or related experience.
• Prior cash handling experience or teller experience preferred.
• Demonstrated ability to operate PC equipment, teller terminals, various printers, calculator, and currency counter accurately and at a generally accepted rate of speed.
• Demonstrated ability to work effectively in a team environment with all levels of team members, management and members.
• Must possess excellent basic math skills; accuracy and attention to detail required.
• Must maintain confidentiality at all times and display dependability in all areas of job duties.
• Displays dependability in all areas of job duties and attendance.

Interpersonal Skills:

Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.

Computer Skills:

• Extensive use of personal PC required.
• Must be proficient in Microsoft Word, Excel, Teams, and Outlook e-mail.
• Must be able to navigate the internet to search for data and be able to complete online forms.
• Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media.
• Familiarity with home banking and bill paying services.

Certificates, Licenses and Registrations:

Must actively participate and successfully complete Sales and Service training

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the individual is regularly required to stand and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The individual is frequently required to sit; kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 10-15 pounds.


WORK ENVIRONMENT

The work environment characteristics described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Extensive use of desktop computer is required. The noise level is that of a normal office environment. When the branch lobby is busy, elevated noise levels are present.

DECLARATION

The human resources department retains the sole rights and discretion to make changes to this job description.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.