Fortera Credit Union · 11 hours ago
Senior Teller
Fortera Credit Union is a financial institution seeking a Senior Teller to oversee branch service operations. The Senior Teller will be responsible for training less experienced Tellers, managing cash levels, and performing various financial transactions while ensuring excellent customer service.
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. Satisfactorily demonstrates our Core Values
Performs routine member transactions including deposits, withdrawals, credit card cash advances, loan payments, transfers, and check cashing. Provides members with proper receipts for transactions
Examines checks for proper endorsement and accepts only if they comply with Credit Union policy and procedures. Provides overrides outside of assigned teller permissions
Sells money orders, cashier’s checks, pre-paid reloadable and gift cards. Redeems savings bonds
Disburses cash or check share withdrawals in person, by telephone, or by mail
Processes transfers
Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day
Receives and processes payroll deduction starts, stops, and increases
Verifies transactions. Monitors deposit amounts, and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly
Processes, balances and maintains branch and vault cash transactions
Assumes responsibility for establishing and maintaining effective, professional business relations with members
Ensures that members' requests and questions are promptly resolved
Operates on-line teller terminal. Provides in person, by telephone, or by mail, such information as members may authorize concerning their account status
Receives and processes new member accounts and changes to existing accounts
Receives and processes changes of name, addresses, and other account information as needed
Ensures that all members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information
Maintains privacy of member account information
Ensures that the Credit Union's quality reputation is maintained and projected
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
Assists area personnel as required
Keeps supervisor informed of area activities and of 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/Anti-Money Laundering Act and USA Patriot Act 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
Minimum of two years' experience in cash handling, customer service, or retail sales
Good interpersonal and oral communication skills
Able to work in a cooperative manner with others
Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality
Professional appearance, dress, and attitude
Good math skills and excellent attention to detail
Sound decision making and problem resolution skills
Ability to use a PC, related software applications and standard office equipment
Ability to work independently, 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
Ability to meet deadlines and maintain an effective and efficient workflow
Regular and predictable attendance