Branch Support Teller

Credit Union of Texas; Castle Hill (ME); On-site; USD 34,000 - 42,000; Full time

Job summary

Credit Union of Texas is seeking a Branch Support Teller to train new tellers and ensure consistent branch coverage and service excellence across locations. You will provide operational, sales, staffing and performance support to assigned branches to maintain service continuity during staffing shortages.

You will handle deposits, loan payments, negotiable instruments, and payments while ensuring compliance with Reg CC and privacy policies, with travel between CUTX branches as needed.

Qualifications

• Must be 18 years of age or older with a high school diploma or equivalent.
• Minimum 6 months or more related operational experience in financial institution environment or equivalent preferred.
• Experience training staff and providing branch coverage is a plus.

Responsibilities

• Train new tellers to ensure consistent branch coverage, compliance and service excellence.
• Provide operational, sales, staffing and performance support to assigned branches to maintain service continuity during staffing shortages.
• Deliver outstanding service to internal and external members with every interaction.
• Process deposits, withdrawals, loan/lease payments, and credit card payments.
• Identify member financial needs and recommend appropriate products/services.
• Travel between CUTX Branches as needed.

Skills

Training and coaching

Customer service

Operational support

Sales assistance

Education

High School Diploma or equivalent

Job description

Castle Hill
Castle Hills (7)
Josey Lane
Lewisville, TX 75056, USA

Description

Position Purpose and Objectives

The Branch Support Teller is responsible for training new tellers to ensure consistent branch coverage, compliance, and operational excellence across all supported locations.

Providing operational, sales, staffing and performance support to assigned branches to ensure service continuity, compliance, and member experience during staffing shortages.

Major Duties and Essential Functions

• Demonstrate enthusiastic support of Credit Union of Texas’s vision, core values, employee creed and long-term objectives. A key component of this is to “deliver and unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.
• Process share account and checking account deposits and withdrawals, loan/lease payments, and credit card payments.
• Negotiate check cashing transactions, process negotiable instruments (cashier’s checks, money orders), and process credit card cash advances.
• Identify member financial needs and recommend an appropriate/progressive credit union product/service solution.
• Test new products and services.
• Deliver ongoing training and skill reinforcement for existing staff.
• Adapt to multiple branch environments.
• Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy.
• Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position.
• Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.
• Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items. Comply with robbery and hold-up procedures.

Other duties necessary to achieve the goals of the credit union: Travel between CUTX Branches.

Positions directly supervised

N/A

Education

Must be 18 years of age or older with a high school diploma or equivalent.

Experience

Minimum 6 months or more related operational experience in financial institution environment or equivalent preferred.

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly require using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary Work

Sitting part of the time. Exerts up to 10 lbs. of force occasionally.

Working Conditions of this Position

DESCRIPTION

Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required.

Mental Activities and Requirements of this Position

Reasoning Ability:

The ability to use common sense or logic.

CATEGORY

DESCRIPTION

Detailed

Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables.

Mathematical Ability:

Basic

Ability to perform basic math skills including adding, subtracting, multiplying and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times.

Language Ability: The

level of ability required to communicate and understand written and oral language.

Typical

Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors, and the general public.

Compliance requirement

The responsibilities contained within this job description remain compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary in the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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