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America First Credit Union · 2 hours ago

Teller

Orem, UT

Full-time

Onsite

New Grad, Entry Level

0+ years exp

America First Credit Union is a financial institution seeking a Teller to provide a variety of paying and receiving functions. The role involves processing transactions, building member relationships, and promoting Credit Union services while ensuring compliance with policies and procedures.

FinanceFinancial ServicesNon Profit

Responsibilities

Assumes responsibility for the efficient, effective, and accurate performance of teller functions

Ensures teller functions are correctly performed and are in accordance with established policies and procedures

Maintains privacy of member account information

Performs a wide variety of teller paying and receiving functions both “in person” and processes “bank by mail” transactions. Receives share deposits and loan payments. Prepares proper receipts

Processes transfers, cash advances, traveler’s checks, cashiers’ checks, and money orders

Disburses cash or check share withdrawals

Processes and posts CD, HSA’s and all types of IRA’s

Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly

Makes risk assessments of negotiable items including checks, drafts, wires, and cash withdrawals within assigned limits of authority

Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions

Certified Tellers provide “override” function for other Tellers within defined authority limits

Assumes responsibility for the effective and professional performance of member service functions through sales and service

Performs all Member Service and Sales functions in accordance with established policies and procedures

Ensures that the Credit Union's professional reputation is maintained and projected

Maximizes the penetration of Credit Union products and services by identifying members’ needs and additional cross-sell opportunities, such as checking accounts, certificate accounts, core deposit accounts, and other AFCU products and services to meet/exceed established sales and baseline goals

Actively and professionally cross-sells Credit Union services and records accepted teller referrals. Assists with new member onboarding 2x2’s calls as directed by branch management

Answers questions and assists members with more complex transactions and account problems providing resolutions within defined authority limits. Refers members to branch leadership as needed

Responsible for handling member interactions via all channels professionally, while utilizing effective sales and service technics to establish and build relationships

Opens and closes accounts as requested by members. Processes stop-payments and corresponds with members regarding claims

Resolves transaction corrections in a timely manner in accordance with policy and procedures

Performs file maintenance and account changes as requested by members

Assumes responsibility to act as a branch expert for electronic services

Actively cross sells AFCU digital services including - Online Banking, Mobile banking, Card Guard, Bill Pay, Mobile Deposit and others

Has knowledge and understanding of AFCU digital services to be able to answer members’ questions and provide them with problem resolutions for digital services

Assists with the daily maintenance operations of self-assist in branch machines and video equipment. Keeps branch management informed of servicing issues

Assists members with account lock outs and Online Banking PIN/Password resets, direct deposit, ACH, wire transfers, and other digital service account needs by the member requested

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management

Assists area personnel as required. Provides guidance to other Teller Service Reps and Trainees as directed by branch management

Keeps supervisor informed of area activities and of any significant problems or concerns

Responsible for implementing employees' own individual 90-day sales action plan to help meet individual and branch established sales goals. Takes direction from observation coaching by branch leadership to improve as needed

Attends and participates in trainings, meetings, and branch sales huddles and forward focus activities as required

Performs related clerical and receptionist duties as required

Responsible to adhere to Branch Safety, Security, and Teller Audit procedures

Qualification

Retail sales experienceSolid math skillsComputer software proficiencyCommunicationAttention to detailProfessional appearanceSales opportunity recognition

Required

High school graduate or equivalent

Excellent communication skills and willingness to assist others

Ability to successfully recognize and offer sales opportunities

Professional appearance, dress, and attitude

Solid math skills

Attention to detail and accuracy

Ability to operate related computer software, and other business equipment including 10-key, currency and coin counters, cash machines, self-assist machines, video, iPad and telephone