Teller Ii

Responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Ensures that members are promptly and professionally served. Performs Teller functions as needed.

ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
- Represents the Credit Union in a courteous and professional manner.
- Receives and processes share deposits in person or by mail.
- Receives and processes loan payments in person or by mail.
- Processes cash advances, travelers checks, cashiers checks, money orders, and similar transactions.
- Disburses cash or check share withdrawals in person, by telephone, or by mail.
- Processes transfers.
- Processes assigned cash, transactions, and balances at end of day using credit union software.
- Verifies transactions. Monitors deposit amounts, and examine documents for endorsement and negotiability. Detects and resolves discrepancies promptly.

2. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
- Ensures that members' requests and questions are promptly resolved.
- Operates PC using data processing software. Provides such information as members may request concerning their account status.
- Ensures that all members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.
- Maintains privacy of member account information.
- Ensures that the Credit Union's quality reputation is maintained and projected.

3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
- Keeps supervisor informed of area activities and of any significant problems or concerns.
- Completes required reports and records accurately and promptly.
- Attends meetings as required.

4. Assumes responsibility for related duties as required or assigned.
- Performs drive-up teller and night drop functions as assigned.
- Cross-sells Credit Union services.
- Ensures that work area is clean, secure, and well maintained.
- Performs related clerical duties as required.

PERFORMANCE MEASUREMENTS
1. Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
2. Monies are balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.
3. Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.
4. Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities.
5. Required reports and records are accurate, complete, and timely.
6. The Credit Union's professional reputation is maintained and conveyed.

EDUCATION/CERTIFICATION:

- Completed at least two years of high school.

REQUIRED KNOWLEDGE:

- Working knowledge of Teller policies and procedures.
- Basic understanding of Credit Union operations.

EXPERIENCE PREFERRED:

- Cash handling and/or previous financial institution.

SKILLS/ABILITIES:

- Good communication skills.
- Professional appearance, dress, and attitude.
- Good math skills.
- Good typing skills.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
- TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
- AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
- FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
- REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
- AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery.
- PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS
- NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
- REASONING ABILITY:

- MATHEMATICS ABILITY:

- Ability to perform basic math skills and to use decimals to compute ratios and percents, and to draw and interpret graphs.
- LANGUAGE ABILITY:

- Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
- Ability to write complex sen