Teller I

USA·McCallamid

Other

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Quick Summary

Key Responsibilities

Receives and processes member financial transactions including deposits, withdrawals, and loan payments. Sells money orders and other negotiable instruments to members.

Technical Tools

Other

Description

The Teller serves as the front-line ambassador for Alabama ONE Credit Union. Tellers conduct routine financial transactions, provide information and recommendations where necessary, and sets the standard of excellent service for members of the Credit Union.

Responsibilities

~2 min read

→ Receives and processes member financial transactions including deposits, withdrawals, and loan payments. Sells money orders and other negotiable instruments to members. Transfers amounts from member accounts as directed.
→ Posts transactions to member accounts and maintains member records.
→ Daily opens and closes his/her computer terminal accounts for assigned cash and transactions and balances to the terminal teller/close report.
→ Operates in a manner which is consistent with Alabama One’s mission statement.
→ Ensures an excellent member experience to all branch patrons.
→ Maintain professional conduct and appearance daily. Observes the credit union dress code as defined in the Employee Handbook.
→ Understand and comply with the related laws and compliance regulations that pertain to the job function. Examples include Bank Secrecy Act, Privacy, and Funds Availability
→ Complete operational tasks while minimizing risks under established policies and procedures of the credit union.
→ Assist with operational tasks such as, but not limited to, reviewing mobile and ITM checks for potential holds, retrieving statement and check copies, and account maintenance functions assigned by the Operations Team.
→ Accuracy in cash counting, and transaction processing and posting. Ensures cash drawer is in balance, within assigned limits and is always kept secure on a daily basis.
→ Welcomes member inquiries, identifies needs, makes suggestions for products and services, accordingly, makes referrals to partners as needed.
→ Engage in ongoing training conducive for job role to enhance skills, maintain proficiency levels, and help improve overall job performance.
→ Maintains confidentiality of sensitive information regarding credit union records, personnel files and internal matters.
→ Support client relationship management through member service focused interactions that encourage retention and loyalty.
→ Maintains a dependable record of attendance and timeliness.

May be asked to drive and support another branch within the market

May require coin involve safely handling, lifting, and transporting coin bags or boxes, often weighing up to 30 pounds. Key duties include lifting coin to and from machines, vaults, and customer counters, using proper lifting techniques, and operating coin sorters.