FSR/ Teller

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Description

Summary

Performs member service functions such as opening/closing accounts, CD's, IRA's, account maintenance, etc. Resolve problems, answer member questions & inquiries & identify/recommend additional products & services to benefit the members. When needed, performs teller transactions, involving paying/receiving cash & other negotiable instruments. Posts deposits, provides account balances & related activities. Keep accurate records of all transactions.

Essential Functions

50% 1. FSR/Teller functions- Greet members in a professional and courteous manner and perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, check cashing, address changes etc. Must keep an accurate record of all transactions. Ensure utilization of fraud prevention measures. Offer Credit Union products/services to best meet member's financial needs. Ensure members needing assistance are assisted in a timely manner. Attend and pass Basic Member Service training and be proficient in opening/closing accounts, opening/closing secondary accounts and in performing account maintenance on memberships w/ proper documentation & verification to include debit card reissues. Have a basic knowledge of lending to include the rate sheet, entering an application and closing a loan.

20% 2. FSR/Teller functions- Assist authorized members with entrance to safe deposit boxes, bond redemption, sell money orders, cashier's checks and negotiate coin slips. Identify and suggest additional services where possible and provide routine information concerning services and direct members to appropriate departments. Open IRA & other specialty accounts, complete wire requests, sight drafts, notary services, statement copies, stop payments and assist members with opening and closing of safe deposit boxes. Assist with prequalifying members through FIS/OFAC and IDA.

20% 3. FSR/Teller functions - Balance teller drawer at the end of shift and comply with all policy and Balancing Guidelines. Ensure strict adherence to established Security Violation Standards. Assist with opening and closing duties such as processing Check 21, night drop, Quality Control debit card log, secure member information, etc.

Non-essential Functions

10% 1. Other duties as assigned. May perform a variety of miscellaneous tasks including typing, filing, scanning, computer input & answering the telephone.

Expectations

1. Member service and loan functions are efficiently and accurately performed in accordance with established member service and loan procedures. Adheres to all guidelines, policies, Security Violation and Service Standards.

2. Ensure Members' questions/concerns are answered promptly. Establishes a rapport with internal and external members.

3. Maintain a monthly balancing record established by the Excessive Balancing Guidelines.

4. Required reports and records are completed accurately and in a timely manner.

5. The Credit Union's professional reputation is maintained and protected at all times whether on or off the job.

Requirements

Qualifications

Education: High school graduate or the equivalent.

Experience: 1 year financial institution experience, preferably with 6 months of Teller or Member Service experience. Must be bondable.

Knowledge, Skills, Abilities: Excellent communication and team building skills, problem solving skills, strong follow through and multitasking skills, ability to interpret and apply guidelines and procedures, math skills, operate related computer applications and business equipment.

Salary Description

$22.00/hour