Description
POSITION PURPOSE
As a Float Teller with Heritage Financial, your main focus will be to provide outstanding service to our membership base. This includes assisting members with deposits, withdrawals, loan payments and more. You would act as a relationship manager to our members to help discover and identify their financial needs and refer products and services that can help them reach their goals. You take pride in your branch, making sure that your work station is clean, stocked and ready for any member interaction.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc.
- Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures.
- Represent the Credit Union in a courteous and professional manner.
- Cross-sell credit union products and services.
- Process mail and night depository transactions.
- Create new member packets as needed.
- Ensure that teller station is properly stocked with forms, supplies etc.
- Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc.
- Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc.
- Recommend changes, workflow, efficiencies and quality.
- Meets or exceeds goals as outlined.
- Performs additional duties as assigned.
PERFORMANCE MEASUREMENTS
Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor.
Requirements
QUALIFICATIONS
EDUCATION/CERTIFICATION: High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience.
EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office.
SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
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.
REPETITIVE MOTIONS: 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 operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions.
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
MATHEMATICS ABILITY: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
LANGUAGE ABILITY: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
