Job Details

• Provide friendly, accurate, and professional service to members in-person, over the phone, and via digital channels.
• Assist members with opening all types of accounts, explaining terms and disclosures clearly.
• Respond to member inquiries and resolve basic issues related to accounts, transactions, and services.
• Educate members about Credit Union products and services and recommend those that best suit their financial needs.
• Accurately receive and process financial transactions including deposits, withdrawals, loan payments, transfers, and negotiable instruments.
• Balance personal cash drawer daily and maintain balancing accuracy in accordance with Credit Union policies.
• Approve check holds and perform teller overrides as authorized.
• Sell negotiable instruments and maintain accurate member records.
• Perform all vault-related duties including balancing, preparation, and receipt of cash shipments.
• Participate in regular audits of teller drawers, TCR/TCD, and other cash-handling equipment.
• Ensure dual control procedures are followed when accessing cash, vaults, or sensitive areas.
• Assist with daily opening and closing procedures of the branch.
• Prepare, maintain, and submit various operational reports and logs as assigned.
• Report malfunctions of teller terminals, dispensers, or other equipment to appropriate personnel.
• Maintain in-depth knowledge of all Credit Union products, services, internal policies, and relevant regulatory changes.
• Follow established procedures to ensure compliance with Credit Union policies and regulatory requirements.
• Keep up to date with any changes in procedures, services, or policies.
• Support fellow team members by sharing knowledge, helping during high-volume periods, and maintaining a positive and cooperative work environment.
• Provide informal guidance and peer support to less experienced tellers when appropriate.
• Understand and comply with credit union policy, laws, regulations, and the credit union's BSA/AML/CIP/OFAC Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious member and/or account activity.
• Other job duties as assigned.

Equal Opportunity Employer
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