Fortera Credit Union · 16 hours ago
Teller
Fortera Credit Union is seeking a Part Time Teller to provide exceptional service to members while processing a variety of transactions. The role involves maintaining accurate financial records, educating members about products and services, and ensuring a professional and courteous experience.
Financial Services
Responsibilities
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions
Represents the Credit Union in a courteous and professional manner in line with the Fortera brand and service standards
Accurately process routine transactions including but not limited to cashing checks, depositing cash and checks, cash and check withdrawals, credit card cash advances, loan payments, check orders, and transfers
Receives checks for proper endorsement and negotiability by following credit union check acceptance guidelines
Sells money orders, gift cards, and cashiers’ checks. Redeems savings bonds, process wire transfers, and stop payments
Maintains knowledge of credit union products and services and educates members on products and services that will benefit the member including remote services such as mobile and online banking, ATMs, and shared branching
Processes all transactions efficiently and accurately to maintain a balanced cash drawer by following proper balancing procedures
Assumes responsibility for establishing and maintaining effective, professional business relations with members
Ensures that members' requests and questions are promptly resolved
Accurately completes account maintenance requests such as contact information changes
Ensures that all members are informed of Credit Union product and services, types of available accounts, interest and dividend rates, and other related services and information
Maintains privacy of member account information at all times
Ensures that the Credit Union's quality reputation is maintained and projected
Assumes responsibility for establishing and maintaining effective coordination and working relationships with team members and with management
Actively works with branch team to provide members an excellent service experience
Openly communicates with branch management team any significant problems or concerns
Completes required reports and records accurately and promptly
Attends and participates in all meetings, trainings and committees as required
Participates in community and civic programs to promote awareness of the Credit Union in the community
Assumes Responsibility For Related Duties As Required Or Assigned
Performs drive-up teller and night drop functions as assigned
Refers cross-sell opportunities for Credit Union products and services to Member Advisors – i.e., loans, new accounts, etc
Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include OFAC, Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot compliance
Ensures that work area is clean, secure, and well maintained
Performs other duties as assigned by management
Works at any Credit Union location required which may include extended hours, holidays, and Saturdays
Qualification
Required
High school graduate or equivalent
Basic understanding of Credit Union operations
At least six months experience in cash handling, customer service, or retail sales
Able to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity
Good interpersonal and oral communication skills
Professional appearance, dress, and attitude
Ability to work in a cooperative manner with others
Good math skills and excellent attention to detail
Ability to operate PC, related software, and standard business equipment
Ability to work independently, or as part of a team, and handle multiple tasks in a fast-paced environment
Ability to work well under pressure while always maintaining a professional image of the Credit Union
Regular and predictable attendance
Preferred
Fluency in both English and Spanish (verbal and written)