Teller - Viera, United States - Community Credit Union of Florida

Mark Lane

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Mark Lane

beBee recruiter


Description

Teller


The primary purpose of this position is to assist Community Credit Union of Florida in living out our Mission,
"Always improve the financial well-being of our members and make a positive difference in our community," by delivering outstanding service to both internal and external members.

A key element of excellent service is to identify the financial needs of each member and recommend an appropriate credit union solution.

The Teller is responsible for performing routine branch and intermediate member services duties accepts deposits, processes loan payments, cashes checks, and savings withdrawals; assists with night depository duties; promotes business for the credit union by maintaining good member relations and referring members to appropriate staff for new services.

Incumbent may be required to work at different branches at different times and must be willing to rotate between locations as needed.

Community Credit Union is an Equal Opportunity Employer (EEO) and supports a Drug-Free Workplace


ESSENTIAL DUTIES

  • Demonstrates enthusiastic support of the corporate mission, core values, and long term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.
  • Delivers service to both internal and external members that is in alignment with the credit union's Service Promises and meets all established service goals.
  • Abides by CCU's Service Promises when helping a member or coworker to ensure timely responsiveness to the individual's needs. Promotes teamwork, respects opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.
  • Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines. Responsible for accurately completing daily task activities and entering data in a timely manner.
  • Performs routine member transactions including deposits, withdrawals, cash advances, transfers, money orders, within policy guidelines and with a consistent balancing record; confirms all necessary documents are properly authorized, are in proper form, and are within authorized limits. Receives payments for mortgage, installment, and share secured loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.
  • Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts, and returning bags to members.
  • Processes coin deposits and balance the coin machine. Remove and replace coin bags as needed.
  • Provides information on credit union services including eligibility for membership, types of credit union accounts, interest rates, current dividend rates, locations, office hours, and telephone numbers. Actively promotes and crosssells new account products and services by providing recommendations and assisting members in whatever capacity necessary.
  • Assists members through the lobby management system with services including, but not limited to, check orders, stop payments, wire transfers, coin machine, statement copies, records research, pinning or reissuing debit cards, accessing safety deposit boxes, and maintaining records and notary as needed.
  • Assists with telephone support by responding to member inquiries and problems in a professional, timely manner; follows up on inquiries with informational materials and/or phone contact; investigates and corrects errors and resolves problems or other issues; helps members to utilize electronic delivery channels for convenience.
  • Adheres to security controls policy and procedures to aid in detection and prevention of fraud, theft, robberies, threats of violence, fires, accidents, facility safety, etc. Maintains maximum security over cash, operating procedures, and other valuables on hand according to established security policy. Balances cash drawer daily and verifies cash being returned to the vault. May assist with opening balancing and closing of the vault.
  • Updates member information, verifying identity.
  • Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
  • Performs all other related duties as assigned and special projects as assigned.

ENVIRONMENT AND PHYSICAL ACTIVITY


The environment for this position is an open, non-confined office-type setting that is clean and comfortable where the incumbent is free to move about at will.

It may include some minor annoyances such as noise, odors, drafts.

The physical demands described here are representative of those th

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