Teller

Demonstrates a highly motivated, positive, and influential personality to ensure that an unsurpassed level of member service, meeting and exceeding their expectations with every interaction. Maximizes every opportunity to increase membership, refer consumer and real estate loans as well as promote e-services to the membership in the branch.

Duties & Responsibilities

• Provides member and non-members with information concerning the credit union products and services.
• Processes all member transaction requests in a professional, friendly manner with a strong emphasis on accuracy.
• Follows policies and procedures applicable to the Teller position to maintain compliance with government and credit union regulations, including, but limited to the Bank Secrecy Act.
• Provides consumer and real estate loan referrals to the Loan Sales Team or Branch Management.
• Participates in the Sales Incentive Program.
• Provides referrals to the First New York Retirement and Investment Services Program.
• Refers members and non-members to Member Service team members to open new accounts and shares as well as establish e-services.
• Responsible for the daily opening and closing of their assigned cash box and PC work station, including but not limited to maintaining cash limits with credit union guidelines, maintain proper securing all negotiable instruments (including cash), ensuring that their assigned PC is locked whenever out of their immediate control, balancing their physical cash to the core operating system at the end of the work day, and notifying a supervisor of any and all discrepancies.
• Maintain cash differences within Credit Union guidelines.
• Performs all other duties as assigned.