a) | Perform teller duties, which involves, receives checks and cash for deposit, verifies amount, examines checks for endorsements, accepts loan payments, credit card payment and processes cash advances. |
| |
b) | Must present a helpful, cheerful, professional image when waiting on members in person or on the telephone. |
| |
c) | Provide information to members concerning the Credit Union products available to them. ex: money orders, teller checks, ATM and VISA cards and attempts to cross sell them. |
| |
d) | Provide members with account balances and loan payoff figure. |
| |
e) | Process incoming mail and telephone transfers. Answer telephone, assist member or transfer calls to proper departments. |
| |
f) | Balance cash drawer daily and will maintain Teller Balance Record in accordance with Teller Procedure 3.17 “Teller Cash Over/Short.” |
| |
g) | Collect funds on returned checks. |
| |
h) | Understand the Bank Secrecy Act and when and how to complete currency transaction report |
| |
i) | Performs all duties in compliance with the established Credit Union |
| Quality Standards. |
| |
j) | Keeps current knowledge of all services and products provided by the Credit Union and cross-sells these services and products whenever possible. |
| |
k) | Must display a pleasant, professional style on the job and follow |
| guidelines established in the company’s Policy Manual, including |
| Code of Ethics, dress code and attendance areas. |
| |
l) | Must complete all training designed to enhance capabilities, including in-house training as well as outside seminars, workshops, etc. |
| |
m) | Acquires and maintains the necessary working knowledge of Federal and State laws and regulations and Credit Union Bylaws and Policies in order to ensure compliance. |
| |
n) o) | Travel to other branches when necessary. Perform other duties as assigned. |