Under the general direction of the Branch Manager, provide excellent member service to the membership, perform cashiering functions, look for cross sell opportunities and provide other administrative support as needed in a manner consistent with the Credit Union's mission and philosophy.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
TELLER I and II
- Accept savings and loan payments from members in person, by mail or over the phone; disburse Line of Credit and Visa loan advances and withdrawal of savings; receipt all miscellaneous cash transactions, transfer funds between members' accounts.
- Prepare checks for processing.
- Balance cash drawer.
- Meet targeted cross sell goals as outlined in the incentive plan.
- Provide routine information concerning Credit Union services and members' accounts, in accordance with Credit Union policy.
- Process the ATM cash acceptance.
- Order checks online through vendor.
- Record and process night depository.
- Cooperate and work with co-workers as a team member.
- Promote, cross-sell, and council members on Credit Union products and services in a professional and consistent manner.
- Ability to open and close the department on a daily basis in a quick and efficient manner.
- Performs all responsibilities in accordance with CW Values, compliance, regulatory and Information Protection requirements.
- Attend training and comply with CWCU policies and procedures as well as applicable State and Federal regulations.
- Performs additional duties as assigned
TELLER II - Assist other employees in understanding policies, procedures and practices of the Credit Union
- Prepare Wire Transfers
- Prepare ACH Forms
- Set Up Internal Reoccurring Transfer Requests
- Process Stop Payment Requests
- Help balance Vault and Cash Recyclers daily
- Help with Month End tasks
- Open Additional Shares for Members
- Close Additional Accounts when necessary
- Performs additional duties as assigned
