Job Information
Financial Center First Credit Union Senior Teller - Full-Time - (Bilingual Preferred) in Indianapolis, Indiana
POSITION: Senior Teller
DEPARTMENT: Retail Operations
REPORTS TO: Branch Operations Manager
PAY GRADE: 7
FLSA STATUS: Non-Exempt
PURPOSE: The primary purpose of this position is to fulfill Financial Center First Credit Union’s vision of inspiring financial wellness. The position must deliver high quality service to both internal and external members by supporting and promoting our values to Care, Listen, Learn, Solve, and Act.
The Senior Teller will manage deposits, withdrawals, and other financial interactions while providing excellent member service. The Senior Teller will also assist in; managing and coaching tellers, operation of teller line and coaching tellers to identify and capitalize on opportunities to promote and refer new services or products, that will benefit the member’s financial life.
ESSENTIAL DUTIES AND RESPOSIBILITIES:
Assists with training and supervises duties of tellers, coordinating their work flow and assisting on the teller line. Ensures that all tellers act professionally.
Observes performance of Teller activities and cross-selling techniques and assists Branch Service Manager in developing Teller team through coaching, training, guidance and staff motivation.
Reports shortages and overages daily and submits to Branch Service Manager for review. Assists in daily balancing of the tellers, the vault, and the branch.
Orders the appropriate amounts and types of cash for the Branch and supplies tellers with daily cash and other necessary supplies. Maintains proper documentation of all currency received and disbursed.
Assists with implementing and adherence of branch procedures and security protocols.
Able to assume some duties of the Branch Service manager if needed.
Demonstrate efficiency with financial transactions for checking, savings and borrowing: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with members to assure needs are met
Enters transactions into Credit Union system, recording all transactions and producing member receipts. Receives loan payments and savings deposits from member, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member calculations and validates checks and/or counts cash payments.
Identifies and capitalizes on opportunities to promote and refer new services or products, that will benefit the member’s financial life
Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
Educate and coach members on how to use electronic services (online, mobile and ATM) so they can bank conveniently.
Assists with completing opening and closing procedures such as; processing night drop, ATM, and daily MSR scanning.
Daily opens and closes teller terminal, maintains proper amount of currency in drawer, accounts for assigned cash, checks and other monetary instruments and transactions.
Maintains neat and orderly work area and ensures that all negligible and confidential records are properly secured
Adheres at all times to applicable policies, including, check cashing, identification and security
Participate in community events supported by the Credit Union
Performs other duties as commensurate with this position.
REQUIRED BACKGROUND:
Minimum of two years’ experience working in a Financial Institution’s branch system in a teller capacity is preferred
Proficiency in maintaining and balancing a vault and ATM
High school diploma or equivalent required.
Must be able to achieve proficiency on relevant Credit Union systems, Credit Union products and services within 90 days
Leadership skills and willingness to be a leader
Effective at coaching and developing of others in areas of customer service and sales
Excellent verbal and written communication skills.
Trustworthiness and the ability to act with integrity.
Thorough understanding of customer service.
Must be accurate and attentive to detail
Patience, diplomacy and tact
Must feel comfortable handling large amounts of cash and working at computer terminals.
Bilingual in English and Spanish is a plus
WORK ENVIRONMENT:
The work requires physical mobility within the general work area and prolonged standing within a small work area. Long periods of intense concentration, continual communication with members, repetitive tasks and a high level of attention to security. Must be able to lift 15 pounds at a time. May be temporarily or permanently transferred to another Center as required.