Teller

Credit Union of Texas; Dallas (TX); On-site; USD 30,000 - 40,000; Full time

Job summary

Join a leading credit union as a Teller Floater, where you'll deliver exceptional service and support members in achieving their financial goals. You'll process transactions, identify needs, and recommend solutions while being part of a fun and empowering team.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(K)

Flexible Spending Account

Health Savings Account

Free Credit Union Services

Qualifications

• Minimum 6 months of related experience required.
• Must be 18 years or older.

Responsibilities

• Process teller transactions including deposits and withdrawals.
• Identify member financial needs and recommend solutions.
• Meet or exceed sales and service goals.

Skills

Customer Service

Communication

Basic Math Skills

Education

High School Diploma

Job description

Position Purpose and Objectives

We are team CUTX, and we exist to deliver an unexpected experience. We were chartered in 1931 to serve our communities better than the banks. Our focus is on teaching our members to take control of their finances. To join team CUTX, you must value Caring, Understanding, Teaching and eXceeding expectations at every interaction. We empower our employees to succeed. Most of all, you must be ready to have FUN! Currently, we are seeking a Teller Floater who is responsible for accurately and efficiently processing teller transactions. A Teller Floater must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need.

Major Duties and Essential Functions

1. 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 an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.

2. Process share account and checking account deposits and withdrawals, loan/lease payments, and credit card payments.

3. Negotiate check cashing transactions, process negotiable instruments (cashier’s checks, money orders), and process credit card cash advances.

4. Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution.

5. Responsible to meet or exceed sales and service goals established by leadership.

6. Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy.

7. 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.

8. Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.

9. Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items. Comply with robbery and hold-up procedures.

We offer an excellent compensation and benefits package including: medical, dental, and vision insurance; life insurance and AD&D; 401(K); flexible spending account; Health Savings Account, and free and discounted credit union services. If interested in applying please visit our website at: www.cutx.org .

Please note that all prospective candidates are subject to a credit check. Credit, if established, must be in good standing to be eligible for hire.

Requirements

EDUCATION AND EXPERIENCE

Must be 18 years of age or older with a high school diploma or equivalency. Minimum 6 months or more of similar or related experience.

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

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 required 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 20 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 remains 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 on 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 job duty, responsibility or qualification is non-essential by its absence from this description.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.