America First Credit Union
Teller Position
Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders and cash advances. Responsible for balancing each day's transactions and verifies cash totals. Establishes and builds member relationships by identifying members' needs and educating them about specific products and/or services. Enthusiastically cross-sells Credit Union services. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance. Certified Tellers should be able to resolve more complex member transactions independently, refer members, as necessary. Responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions, and self-serve channels. Actively promotes and cross sells digital services to members and serves as a digital services expert in the branch. Performs various clerical functions and assists other Service Representatives with duties as required. Serves members promptly and professionally. Ability to attain expected baselines in sales, volume, and service is expected to support branch goals. Assumes responsibility for the efficient, effective, and accurate performance of teller functions including ensuring teller functions are correctly performed and are in accordance with established policies and procedures, maintaining privacy of member account information, performing a wide variety of teller paying and receiving functions both "in person" and processes "bank by mail" transactions, receiving share deposits and loan payments, preparing proper receipts, processing transfers, cash advances, traveler's checks, cashiers' checks, and money orders, disbursing cash or check share withdrawals, processing and posting CD, HSA's and all types of IRA's, verifying transactions, monitoring deposit amounts and examining documents for endorsement and negotiability, detecting and resolving discrepancies promptly, making risk assessments of negotiable items including checks, drafts, wires, and cash withdrawals within assigned limits of authority, balancing daily transactions and verifying cash totals, investigating and resolving out-of-balance conditions, and certified Tellers provide "override" function for other Tellers within defined authority limits. Assumes responsibility for the effective and professional performance of member service functions through sales and service including performing all Member Service and Sales functions in accordance with established policies and procedures, ensuring that the Credit Union's professional reputation is maintained and projected, maximizing the penetration of Credit Union products and services by identifying members' needs and additional cross-sell opportunities, actively and professionally cross-sells Credit Union services and records accepted teller referrals, assisting with new member onboarding 2x2's calls as directed by branch management, answering questions and assisting members with more complex transactions and account problems providing resolutions within defined authority limits, referring members to branch leadership as needed, handling member interactions via all channels professionally, while utilizing effective sales and service technics to establish and build relationships, opening and closing accounts as requested by members, processing stop-payments and corresponds with members regarding claims, resolving transaction corrections in a timely manner in accordance with policy and procedures, performing file maintenance and account changes as requested by members. Assumes responsibility to act as a branch expert for electronic services including actively cross sells AFCU digital services including - Online Banking, Mobile banking, Card Guard, Bill Pay, Mobile Deposit and others, having knowledge and understanding of AFCU digital services to be able to answer members' questions and provide them with problem resolutions for digital services, assisting with the daily maintenance operations of self-assist in branch machines and video equipment, keeping branch management informed of servicing issues, assisting members with account lock outs and Online Banking PIN/Password resets, direct deposit, ACH, wire transfers, and other digital service account needs by the member requested. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management including assisting area personnel as required, providing guidance to other Teller Service Reps and Trainees as directed by branch management, keeping supervisor informed of area activities and of any significant problems or concerns, responsible for implementing employees' own individual 90-day sales action plan to help meet individual and branch established sales goals, taking direction from observation coaching by branch leadership to improve as needed, attending and participating in trainings, meetings, and branch sales huddles and forward focus activities as required, performing related clerical and receptionist duties as required, responsible to adhere to Branch Safety, Security, and Teller Audit procedures. Performance measurements include member focus, teller statistical record, attendance & punctuality, job knowledge, professionalism & appearance, teamwork & cooperation, sales performance, and core values and code of conduct. Qualifications include training/education/certification, experience required, and skills/abilities.
Tellers act as service representatives responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders and cash advances. Responsible for balancing each day's transactions and verifies cash totals. Establishes and builds member relationships by identifying members' needs and educating them about specific products and/or services. Enthusiastically cross-sells Credit Union services. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance. Certified Tellers should be able to resolve more complex member transactions independently, refer members, as necessary. Responsible for helping members via all channels such as phone, mail, text, email, and assisting members with video solutions, and self-serve channels. Actively promotes and cross sells digital services to members and serves as a digital services expert in the branch. Performs various clerical functions and assists other Service Representatives with duties as required. Serves members promptly and professionally. Ability to attain expected baselines in sales, volume, and service is expected to support branch goals. Assumes responsibility for the efficient, effective, and accurate performance of teller functions including ensuring teller functions are correctly performed and are in accordance with established policies and procedures, maintaining privacy of member account information, performing a wide variety of teller paying and receiving functions both "in person" and processes "bank by mail" transactions, receiving share deposits and loan payments, preparing proper receipts, processing transfers, cash advances, traveler's checks, cashiers' checks, and money orders, disbursing cash or check share withdrawals, processing and posting CD, HSA's and all types of IRA's, verifying transactions, monitoring deposit amounts and examining documents for endorsement and negotiability, detecting and resolving discrepancies promptly, making risk assessments of negotiable items including checks, drafts, wires, and cash withdrawals within assigned limits of authority, balancing daily transactions and verifying cash totals, investigating and resolving out-of-balance conditions, and certified Tellers provide "override" function for other Tellers within defined authority limits. Assumes responsibility for the effective and professional performance of member service functions through sales and service including performing all Member Service and Sales functions in accordance with established policies and procedures, ensuring that the Credit Union's professional reputation is maintained and projected, maximizing the penetration of Credit Union products and services by identifying members' needs and additional cross-sell opportunities, actively and professionally cross-sells Credit Union services and records accepted teller referrals, assisting with new member onboarding 2x2's calls as directed by branch management, answering questions and assisting members with more complex transactions and account problems providing resolutions within defined authority limits, referring members to branch leadership as needed, handling member interactions via all channels professionally, while utilizing effective sales and service technics to establish and build relationships, opening and closing accounts as requested by members, processing stop-payments and corresponds with members regarding claims, resolving transaction corrections in a timely manner in accordance with policy and procedures, performing file maintenance and account changes as requested by members. Assumes responsibility to act as a branch expert for electronic services including actively cross sells AFCU digital services including - Online Banking, Mobile banking, Card Guard, Bill Pay, Mobile Deposit and others, having knowledge and understanding of AFCU digital services to be able to answer members' questions and provide them with problem resolutions for digital services, assisting with the daily maintenance operations of self-assist in branch machines and video equipment, keeping branch management informed of servicing issues, assisting members with account lock outs and Online Banking PIN/Password resets, direct deposit, ACH, wire transfers, and other digital service account needs by the member requested. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management including assisting area personnel as required, providing guidance to other Teller Service Reps and Trainees as directed by branch management, keeping supervisor informed of area activities and of any significant problems or concerns, responsible for implementing employees' own individual 90-day sales action plan to help meet individual and branch established sales goals, taking direction from observation coaching by branch leadership to improve as needed, attending and participating in trainings, meetings, and branch sales huddles and forward focus activities as required, performing related clerical and receptionist duties as required, responsible to adhere to Branch Safety, Security, and Teller Audit procedures. Performance measurements include member focus, teller statistical record, attendance & punctuality, job knowledge, professionalism & appearance, teamwork & cooperation, sales performance, and core values and code of conduct. Qualifications include training/education/certification, experience required, and skills/abilities.