Teller I - Van Nuys, United States - PRIORITY ONE CREDIT UNION
Description
POSITION PURPOSE
Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks and/or corporate checks, and cash advances.
Performs specific assigned side-jobs including various clerical and receptionist functions, and assists other Financial Service Representatives with duties as required.
Serves members promptly and professionally.ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Assumes responsibility for the efficient, effective, and accurate performance of
a. Represents the Credit Union in a courteous and professional manner.
b. Receives deposits and loan payments.
c. Processes cash advances, travelers' checks, cashiers' checks and/or corporate
checks.
d. Disburses cash or check withdrawals.
e. Processes transfers.
f. Verifies transactions. Monitors deposit amounts and examines documents for
endorsement and negotiability. Detects and resolves discrepancies promptly.
g. Balances daily transactions and verifies cash totals. Investigates and resolves
out-of-balance conditions.
h. Complies with all BSA requirements and regulations.
i. Follows all safety, security and robbery procedures.
- Assumes responsibility for the effective and professional performance of
a. Presents and explains Credit Union services and products to members and
assists in meeting their financial needs.
b. Answers questions and solves problems for members by listening to problems,
collecting data, securing answers, and reporting results to the inquiring party.
Takes stop payment orders.
c. Receives and directs members and telephone calls. Responds to inquiries and
questions if possible or directs them as necessary. Records and relays
messages.
d. Performs file maintenance and account changes as needed.
e. Keeps members informed of Credit Union services and policies, including types
of available accounts, interest and dividend rates, and other related services.
f. Maintains and projects the Credit Union's professional reputation. Maintains
privacy of member account information.
g. Actively cross-sells Credit Union products and services.
- Assumes responsibility for establishing and maintaining effective coordination
a. Assists area personnel as required.
b. Keeps supervisor informed of area activities and of any significant problems or
concerns.
c. Completes required reports and records accurately and promptly.
d. Attends meetings as required.
- Assumes responsibility for related duties as required or assigned.
b. Ensures that work area is clean, secure, and well maintained.
c. Performs related clerical duties as required.
QUALIFICATIONS
EDUCATION/CERTIFICATION:
High school graduate or equivalent.
REQUIRED KNOWLEDGE:
Knowledge of Teller and operations and
procedures.
Basic understanding of Credit Union
operations.
EXPERIENCE REQUIRED:
Abilities generally acquired on the job in 12
months. No experience necessary.
Cash handling experience preferred.
SKILLS/ABILITIES:
Good communication skills.
Professional appearance, dress, and attitude.
Good math skills.
Good typing skills.
and other business equipment
including:
adding machine, typewriter, copy
machine, coin and money counting machines, and
telephone.
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