Teller I

First-Florida-Credit-Union; Jacksonville (FL); On-site; USD 30,000 - 40,000; Full time

Job summary

First-Florida-Credit-Union in Downtown Jacksonville, FL is seeking a reliable Teller/Member Service Representative to assist members with financial transactions and provide information about services.

You will balance cash drawers, process deposits and withdrawals, handle loan payments, sell money orders, and cross-sell share and checking accounts while ensuring compliance with the Bank Secrecy Act and CIP. Strong attention to detail and excellent customer service are essential.

Qualifications

• One month to twelve months of similar or related experience.
• A high school education or GED.
• Ten key calculator and keyboard by touch.

Responsibilities

• Receive and process member financial transactions, including deposits, withdrawals and loan payments; sell money orders and travelers checks to members; transfer amounts from member accounts as directed.
• Welcome members and provide routine information concerning services and direct members to appropriate department for specific information and service.
• Balance cash drawer and daily transactions. Report any overage or shortage to supervisor. Post transactions to member accounts and maintain member records.
• Cross-sell and open share accounts, checking accounts and other Credit Union services.
• Perform a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Responsible for compliance with Credit Union policies including the Bank Secrecy Act and Customer Identification Program.
• Perform other related duties as assigned.

Skills

One to twelve months experience

Ten-key calculator

Touch typing

Education

High school diploma or GED

Job description

Job Details

Job Location: Downtown - Jacksonville, FL 32202

Role

Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Essential Functions & Responsibilities

• Receive and process member financial transactions, including deposits, withdrawals and loan payments; sell money orders and travelers checks to members; transfer amounts from member accounts as directed.
• Welcome members and provide routine information concerning services and direct members to appropriate department for specific information and service.
• Balance cash drawer and daily transactions. Report any overage or shortage to supervisor. Post transactions to member accounts and maintain member records.
• Cross-sell and open share accounts, checking accounts and other Credit Union services.
• Perform a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Responsible for compliance with Credit Union policies including the Bank Secrecy Act and Customer Identification Program.
• Perform other related duties as assigned.

Performance Measurements

• Adhere to the Credit Union Service Standards in all interactions both internal and external as well as employing CML (Creating Member Loyalty) skills.
• Adhere to the monetary outages policy including vault/teller outages and credit union losses due to policy or procedure violations as established by management.
• Ensure minimal member impacting errors per review period, which includes posting errors, follow up with external/internal members, etc.
• Identify cross-sell opportunities and cross-sell services to members as established by management.
• Maintain a dependable record of attendance and timeliness.
• Troubleshoot and resolve member inquiries in a timely and accurate manner.
• Maintain a working knowledge of the Credit Union's established policies and procedures.

Qualifications

Knowledge and Skills

• Experience: One month to twelve months of similar or related experience.
• Education: A high school education or GED.

Interpersonal Skills

Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion.

Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other Skills

Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

Physical Requirements

This is sedentary work which requires the following physical activities: bending, stooping, kneeling, crouching, sitting, walking, finger dexterity, feeling, repetitive motions, talking, hearing and visual acuity. Specific vision abilities required for this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. As required or requested, may exert up to 25 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.

Work Environment

Generally inside work with occasional exposure to weather conditions.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.