Bilingual Teller - Spanish Speaking

JOB TITLE: TELLER

FLSA STATUS: NON-EXEMPT
REVISED DATE: 10/29/2024

REPORTS TO: ASSISTANT BRANCH MANAGER

PRIMARY FUNCTION:
This position exists to provide exceptional member service by greeting members, completing transactions, solving problems, and making referrals of credit union products and services in an efficient, courteous, and timely manner. This position is responsible for handling currency, coin, and negotiable items, and projecting a professional image to the members.

PRINCIPAL DUTIES/RESPONSIBILITIES:
1. Maintain and balance cash and daily work accurately.
2. Complete member transactions accurately in a timely manner while providing a positive member interaction.
3. Apply critical thinking skills to recognize potential fraudulent activities, take proactive measures to prevent and mitigate risks.
4. Process night drop and mail payments.
5. Maintain and balance ATM, cash, and coin machines.
6. Balance vault daily.
7. Perform all opening and closing procedures of the office.
8. Scan, process, and balance checks accurately.
9. Provide members with information about Ascentra’s products and services.
10. Attain satisfactory ratings of service referrals.
11. Assist members with problems or questions and know where to refer them.
12. Actively and thoughtfully communicating with their supervisor, planning their goals and development, taking accountability for their actions and striving for excellence.

GENERAL DUTIES/RESPONSIBILITIES:
13. Promote products and services.
14. Attend all meetings as required.
15. Maintain clean and professional work area and appearance.
16. Maintain positive public relations and promote credit union within the community.
17. Complete educational programs as required.
18. Perform the following commitments of service to each and every member at all times:
a. Make a good first impression, be dressed professionally and greet people with a smile and a firm handshake.
b. Keep a smile in my voice as well as on my face.
c. Answer the telephone by the third ring.
d. Call people by name and thank them.
e. Give people my full and undivided attention; focus on the person face to face and on the telephone.
f. Take responsibility for solving the individual's problem instead of referring it to someone else.
g. Deliver on commitments of action(s) to be taken, so excuses won't be necessary.
h. Follow through on necessary action(s) to be sure the problem is solved.
i. Know that what's important is not only who or what created the problem but how the problem can be corrected.
j. Protect confidential information.
19. Other duties as assigned.