Credit Union Teller Sample Job Description Template
We are looking for an upbeat friendly person to add to our team. You must be able to communicate effectively with prospective and current members, representing our credit union in a positive and professional manner. Our tellers are expected to perform transactional duties to serve members by receiving or paying out funds with high accuracy. You must maintain accurate transactional records and provide cash receipt and payment services in accordance with credit union policies and procedures.
[Insert Company Description Here]
This section should describe a little bit about the history of the company, talk about culture and what it’s like to work there, and give a few details on company values and expectations.
Example: Our tech company has been in business for the last 10 years. We believe in working hard, but keeping a balance in your everyday life. With an ideal location and a team that has worked hard to make the company what it is today, you can’t go wrong.
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A Day in the Life of a Credit Union Teller:
Each day you will focus on greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. You will receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed. You will need to be able to cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures. Promote, explain, issue and cross-sell other credit union services such as electronic services, debit and credit cards, traveler’s checks, money orders and safe deposit boxes. Receive consumer loan, home loan and other payments, and ensure accuracy when posting to the computer. Generate member receipts. Place holds on accounts for uncollected funds. Count, check and package coins and currency. Balance cash drawer at the end of the shift and compare totaled amounts to computer generated balance sheet. Research and resolve discrepancies. Report any discrepancy to the supervisor as necessary. Check night depository bags and record proper information according to credit union procedures. Scan daily work and perform such other teller functions that might be needed from time to time, and assist others to complete tasks and work assignments. Ensure that teller station is properly stocked with forms, supplies, brochures, etc.
- Relevant education and experience
- A multitasker and team player
- Ability to work independently and with a team
- Amazing communication, grammar, and mathematics skills
- Keen attention to detail
- Flexibility during operating hours
- Take pride in professionalism
- Maintain confidentiality
- Outgoing and welcoming personality
- A go-getter attitude
[Add schedule here]
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