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Process transactions received through the night depository, by
mail, in person, or in the driveup
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Process transactions to include, but not limited to deposits,
withdrawals, transfers, loan payments, official checks, cash
advances, and Visa gift card sales
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Balance cash drawer
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Scan batched and balanced checks
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Balance negotiable items including checks and cash advances
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Perform opening and closing procedures
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Provide entrance into Safe Deposit Box as well as opening and
closing boxes
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Use member service transactions other requests as opportunities
to uncover wants and needs of members and make the necessary
referrals, product opening and service sign ups
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Ensure that members are promptly, professionally served
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Maintain effective controls over functions performed by ensuring
compliance with applicable regulations and corporate policies/procedures
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Process Savings Bond Redemptions
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Responsible and knowledgeable of Vault Teller duties and
functions to include balancing vault, cash buys/sells, preparing
tickets to Fed, cash orders
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Responsible for generating product and service referrals
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Follow established procedures and best practices to ensure
compliance with state, federal and applicable 3rd party service
provider rules and regulations for products and/or services provided
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Works proactively and displays initiative to identify growth,
sales, service and efficiency opportunities
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Strive to present oneself in a professional manner in all
interactions and communications while displaying the highest
levels of quality, honesty, integrity, confidentiality, conduct,
and dress
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Responsible for processing IRA/HSA contributions, withdrawals,
and transfers
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Perform Wire Requests within the established procedures
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Responsible for ensuring completion of month end tasks to
include, but not limited to CULAC balancing, Visa gift Card
inventory, daily work, check shredding, visitor log, Visa Instant
Issue Card Stock and other Logs
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Responsible for processing other member service requests to
include, but not limited to Foreign collection item, stop
payments, check orders, skip payments, opening/closing sub
accounts, Notary requests, monthly transfer/change/delete, deposit
account type changes, and NSF fee refund requests
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Effectively review Credit Reports to recommend solutions for members
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Provide input, feedback and development through ongoing
mentoring, coaching, training and motivation of team members,
regardless of grade, title or position within the company
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Perform teller cash audits
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Administer and complete teller line schedule for appropriate
scheduling to serve members and effectively maintain Credit Union controls
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Open new memberships to include minors, CUTMA, TRUST, ESTATE,
MEMORIAL and business entities, Visa Instant Card Issuance, PIN
Changes, CO-OP travel memos, ACH/VISA/Check/ATM disputes, adding
and removing owners, name changes, and closing memberships
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Pass STAMP program and perform signature guarantees within
established policies and procedures
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Comprehensive knowledge of computer applications to include, but
not limited to Word, Excel, Outlook, other Microsoft Office products
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Looked upon as a leader for the teller line and has the ability
to handle member complaints and personnel issues when the manager
is out of the office
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Responds favorably and drives results for unplanned challenges
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Work with team members, management, departments, and business
partners to promote a service culture that is focused on providing
prompt, accurate and effective resolution of member service requests/transactions
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Support the organization through strict adherence to attendance
and punctuality policies/guidelines
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Adhere to all applicable member privacy and security procedures
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Take feedback, criticisms, accolades and recognition in a
positive and professional manner
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Provide the highest quality of communications through a wide
range of interactions: memos, letters, agendas, minutes, emails,
texts, voicemail, meetings, presentations, etc.
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Inspire enthusiastic efforts and a high level of achievement by
supporting team members in their efforts to expand their
knowledge, maximize their skills, abilities and level of contribution
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Effectively manage time by working independently with minimal
supervision, maintaining controls/oversight and follow-through on
tasks assigned.
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Exercise appropriate judgment when seeking guidance, support,
and/or direction
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Responsible for related functions as required or assigned
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Maintain member and Credit Union privacy and confidentiality
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Clear communication, proficient math and typing skills
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Ability to read, write and comprehend instructions, memos and correspondences
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Ability to identify and resolve problems in a timely manner
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Proficient keyboard and typing knowledge
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Must have a professional appearance, dress, and attitude
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Ability to pass CO state Notary Certification Program and
Notarize documents upon request
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Ability to pass and receive Supervisory Override Code
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Ability to operate and work with a variety of computer
applications and business equipment to include, but not limited to
coin machine, copier/printer/scanner, currency counting machine,
and cash dispensing machine
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Working knowledge of financial applications to include, but not
limited to Fiserv XP, Solonis, Suncorp, Nautilus, Digital Insight,
Metavante, Co-op, Traveling Member, Relationship Manager, etc.
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Ability to effectively present information in one-on-one and
small group situations to members, and other employees of the
Credit Union
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Ability to work effectively with all departments within the
Credit Union