Teller

Overview

A Harborstone Credit Union teller is an essential member of our team who is responsible for providing exceptional service to our members by efficiently and accurately processing financial transactions. The ideal applicant should have strong communication skills, attention to detail, and a desire to help others achieve their financial goals. Successful tellers prioritize member needs and refer Harborstone products and services that help improve our members' financial well-being.

Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance and security awareness related courses as established by Harborstone Credit Union policies and/or practices.

Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization.

Compensation

Minimum $20.00

Maximum $30.00

Placement in the pay scale will be determined by experience and qualifications.

Responsibilities

• Create Positive Experience: Greet and welcome members in a friendly and professional manner, establishing a positive first impression.
• Process Transactions: Handle a variety of transactions accurately and efficiently, such as deposits, withdrawals, loan payments, and transfers.
• Handle Cash: Balance cash drawers and maintain accurate transaction records in accordance with credit union policies and procedures.
• Cross-Servicing: Identify opportunities to promote credit union products and services that align with members' financial goals and needs.
• Assist Members: Help members with inquiries regarding their accounts, products, and services, providing knowledgeable and helpful guidance.
• Meet Compliance: Ensure compliance with all regulatory requirements and internal policies related to financial transactions and member confidentiality.

Qualifications

• Member Service Skills: Demonstrated ability to deliver exceptional member service in a fast-paced environment.
• Attention to Detail: Strong accuracy and attention to detail in handling financial transactions and maintaining transaction records.
• Communication Skills: Excellent verbal communication skills with the ability to effectively interact with members and colleagues.

Minimum Performance Goals:

• Referrals: Promote products and services that benefit our members and help the credit union grow.

Please note that a job description does not in any way identify ALL functions and/or responsibilities of the role. The position will support and/or provide service or value where needed.


Education/Experience/Certification:

• Graduated with a high school diploma.
• Proficiency in Microsoft Office Suite and other computer related skills.

Physical Considerations:

• Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
• May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds.
• May require stooping, bending, squatting, and reaching for limited periods of time.
• May require sitting and standing for long periods of time.