Teller

Capital Credit Union; Appleton (WI); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading financial institution in Appleton is seeking a Teller to provide excellent service to members. The role involves processing transactions, educating members about services, and maintaining accurate records. Ideal candidates will have strong attention to detail and communication skills, along with a high school education. Join a team committed to enhancing community relationships through personalized financial services.

Qualifications

• Ability to read, write, and comprehend detailed instructions.
• Knowledge of transaction processing products and services.
• Experience with Credit Union operations preferred.

Responsibilities

• Processes transactions such as deposits, withdrawals, and loan payments.
• Educates members about Home Banking and Credit Union products.
• Balances cash drawer and daily transactions.

Skills

Attention to Detail

Analytical Skills

Interpersonal Skills

Communication Skills

Education

High School Education

Tools

On-line Terminals

Coin Processing Machines

Adding Machines

Job description

Job Description: Teller

Upholds the Credit Union’s mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes transactions, requests, and concerns with excellent service and sales orientation. Balances cash drawer and daily work.

• Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process transactions such as deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information.

• Processes special member requests including account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.

• Focuses on building financial relationships with members using a consultative approach. Discusses promotions, makes member referrals, and arranges appointments with Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives.

• Educates members about Home Banking, E-Services, and other products. Promotes Credit Union products and services tailored to members’ needs.

• Balances cash drawer and transactions daily, seeks error recovery, and communicates errors to affected members.

• Opens and/or closes the branch following all procedures and policies.

• Performs miscellaneous duties such as mail transactions, night deposits, deposit verifications, filing, and account updates.

• Keeps updated on procedural and policy changes via bulletins, memos, and staff meetings.

• May handle additional branch duties like safe deposit billing, vault balancing, supply ordering, and coin shipments.

• May assist other departments or branches as needed and when available.

• May train new employees and cross-train in Teller Supervisor functions and Member Services, providing backup when necessary.

Qualifications and Skills

• Ability to read, write, and comprehend detailed instructions, short correspondence, and memos; basic math skills acquired through high school education.
• Ability to operate on-line terminals, coin processing machines, and adding machines with basic training or 1-3 months on-the-job experience.
• Knowledge of products, services, and procedures for transaction processing, gained through 3-6 months of experience, including at least one with the Credit Union.
• High attention to detail and accuracy, with the ability to focus over 90% of work time.
• Analytical skills for researching and resolving member issues and correcting errors.
• Effective interpersonal and communication skills for dealing with diverse members and staff, including cross-selling Credit Union services.

Work Environment & Physical Requirements

• Office setting with moderate noise level.
• Minimal lifting up to 25 pounds.
• Frequent use of office equipment such as phones, copiers, and computers.
• Prolonged sitting or standing, with high mental and visual concentration.

This description summarizes the general nature of the work and is not exhaustive of all responsibilities or requirements.

Capital Credit Union is an Equal Opportunity Employer, participates in E-Verify, and provides rights information under FMLA and the Employee Polygraph Protection Act. For more details, see the 'Learn more about Capital Credit Union' link below.