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Carolinas Telco FCU

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TELLER

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Description

POSITION DESCRIPTION:

TELLER

Department: BRANCH OPERATIONS

Classification: Non-Exempt

Reports to: Branch Manager

GENERAL DESCRIPTION:

Assist members in a professional, friendly and courteous manner while accurately processing transactions involving the receipt and disbursement of funds, both cash and checks resulting in proper daily balancing. Consult with members to identify and cross offer products and services that meet the members financial needs.

ESSENTIAL FUNCTIONS:

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed, and are subject to change:

  1. RepresentsCarolinas Telco FCU’s in a courteous and professional manner and ensure CTFCU reputation ismaintainedand projected
  1. Exhibits the core values of CTFCU in interactions with members and colleagues.
  1. Accurately process deposits, loan payments, disburses cash or check withdrawals in person or received by mailin compliance with credit union policy and federal regulations.
  1. Detects and resolves discrepancies promptly.Verifiestransactions. Monitors deposit amounts, and examine documents for endorsement and negotiability
  1. Actively cross-sellsCredit Unionproducts andservices.
  1. Complies withall federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
  1. Keeps manager informed of area activities and any significant problems andassistsarea personnel asrequired
  1. Completes required reports and records accurately and promptly
  1. Contribute to the Overall Branch Performance.
  1. Adheres to the Credit Union's core values in carrying out Carolinas Telco’s mission and vision.
  1. Process cash advances and Savings bonds.
  1. Presents and explains credit union services and products to members andassistsin meetingtheirfinancial needs.Orderschecksfor members’ accounts.Assistwith completing payroll/ACH forms.
  1. Performs file maintenance and account changes as needed.
  1. Additionaltasks and duties assigned
  1. Some travel to support other locations may berequired.

PERFORMANCE MEASUREMENTS

  1. Teller functions areefficiently, effectively, and accurately performedin accordance withestablished policies, standards, and security procedures.
  1. Strives to exceed monthly goals and contributes to the overall branch performance.
  1. Exhibits ongoing commitment to the enactment of organizational core values
  1. Develops andmaintainsgood workingrelationshipswithothers. Members' problems or questions are courteouslyand promptly resolved.
  1. Managementisappropriately informed of area activities.
  1. Required reports and records areaccurate, complete, andtimely.

QUALIFICATIONS

  1. Previouscustomer service and cash handling experience
  1. Demonstratedtrack recordof achieving results.
  1. Strong attention to detail.
  1. Ability to excel in a Sales and Service Team environment

DISCLAIMER AND ACKNOWLEDGEMENT

Position descriptions possess the essential functions and basic duties of the role. Peripheral tasks may have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements contained above be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Position descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Equal Opportunity Employer: M/F/Disability/Veteran.

I have received a copy of the above position description and understand the role’s expectations for performance. I understand that should I have questions or need additional directions, it is my responsibility to seek clarification and/or assistance from my direct supervisor.

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