Teller
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Description
Essential Functions & Responsibilities:
- Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders to members; transfers amounts from member accounts as directed.
- Post transactions to member accounts and maintain member records and account history.
- Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
- Cross sells credit union services.
- Performs a variety of miscellaneous tasks including filing, data entry and answering the telephone.
Performance Measurements:
- Accept deposits, loan and VISA payments, and enter into Episys system.
- Receive payments for mortgage, installment and share secured loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.
- Examine checks for endorsements and negotiability.
- Provide members with proper receipts for payments.
- Direct received loan paperwork to other proper departments (title information to Title Clerk; mortgage information to Mortgage Loan Officer....).
- Process member mail and night deposit transactions and assist members with phone transactions.
- Provide member with account status, including current balances and loan pay offs in person and over the phone.
- Encode or proof daily checks and savings bonds.
- Balance official checks and VISA cash advance machine.
- Process coin and loose change for members.
- File new member accounts and other forms as needed.
- Balance personal teller drawer and checks daily.
- Perform other duties as assigned.