Teller (PT)
Company: Summit Credit Union
Location: High Point
Posted on: May 23, 2023
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Job Description:
SUMMARY:
This position is primarily responsible for ensuring delivery of
superior quality service while adhering to corporate, regulatory,
and audit guidelines; providing timely and efficient completion of
client transactions while maintaining accurate records and thorough
proper handling of all monies assigned; and proactively
participating in the referral process while using the "Selling is
Telling" philosophy by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Core duties and responsibilities include the following. Other
duties may be assigned.
Performs within company standards, including but not limited to
member survey results, balancing performance, meeting cross-sales
and referral goals and transaction volume.
Maintains a positive, professional attitude and a pleasant tone
while dealing with members and co-workers.
Meets or exceeds minimum Quarterly Score Assessment percentages
regarding quality standards.
Takes ownership of member requests and questions following up for
resolution as a training opportunity.
Maintains control of member transactions to ensure the transactions
are completed accurately and efficiently with minimal wait time
with the use of a transaction for every transaction.
Reviews staff intranet for updated policy and procedure, forms, and
communications suggesting changes to enhance service to members,
being especially familiar with the Teller Page.
Remains current on policies, procedures, systems and services that
are offered to provide efficient member service.
Operates under and enforces credit union policies and
guidelines.
Cross-sells credit union services and products to strengthen member
relations with Summit Credit Union in order to achieve and
maintains minimum monthly referral goals.
Maintains a working knowledge of work tools and systems.
Maintains a neat, well organized and stocked station.
Reports equipment malfunctions to branch manager to communicate to
Information Technology (IT).
Assists with special projects when requested.
Provides professional member service, which includes but is not
limited to:
Performs accurate transactions
Greets the member, smiles, using the member's name during the
transaction
Thanking each member for his or her business
Offering a product or service that would help their financial well
being
Refers members to other branch personnel as needed.
Performs the basic transactions of a paying and receiving teller
such as accepting deposits and loan payments, verifies cash,
endorsements, IDs and signatures.
Cashes checks within limits and obtains further authorization when
necessary.
Issues money orders, cashier checks, and redeems savings bonds.
Prepares individual daily balance of teller cash transactions as
well as other reports as necessary.
Performs more complex transactions (with assistance as
necessary).
Handles proportionate volume of work based on branch demands.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
To perform the job successfully, an individual should demonstrate
the following competencies:
Intellectual:
Problem Solving - Identifies and resolves problems in a timely
manner; gathers and analyzes information skillfully; develops
alternative solutions; works well in group problem solving
situations; uses reason even when dealing with emotional
topics.
Interpersonal:
Member Service - Manages difficult or emotional member situations;
responds promptly to member needs; solicits member feedback to
improve service; responds to requests for service and assistance;
meets commitments.
Interpersonal Skills - Focuses on solving conflict, not blaming;
maintains confidentiality; listens to others without interrupting;
keeps emotions under control.
Oral Communication - Speaks clearly and persuasively in positive or
negative situations; listens and gets clarification; responds well
to questions; demonstrates group presentation skills; participates
in meeting.
Organization - Ability to organize and prioritize.
Ethics - Treats people with respect; keeps commitments; inspires
works with integrity and ethically; upholds organizational
values.
Self-management:
Quality - Demonstrates accuracy and thoroughness; looks for ways to
improve and promote quality; applies feedback to improve
performance; monitors own work to ensure quality.
Safety and Security - Observes safety and security procedures;
reports potentially unsafe conditions.
Attendance/Punctuality - Consistently at work and on time; ensures
work responsibilities are covered when absent.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
functions.
EDUCATION AND/OR EXPERIENCE:
High school diploma or general education degree (GED); and/or six
months to one year of related experience and/or training; or
equivalent combination of education and experience.
LANGUAGE SKILLS:
Ability to read and comprehend simple instructions, short
correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small
group situations to members and other employees of the
organization.
MATHEMATICAL SKILLS:
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.
REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed
but uninvolved written or oral instructions. Ability to deal with
problems involving a few concrete variables in standardized
situations.
COMPUTER SKILLS:
To perform this job successfully, an individual should have
knowledge of Internet Software; Spreadsheet Software (Excel); Word
Processing Software (Word); Electronic Mail Software (Outlook); and
Presentation software (PowerPoint).
OTHER SKILLS AND ABILITIES:
Excellent communication and interpersonal skills with the ability
to gain the trust of members.
Excellent judgment and discretion; ability to handle multiple
priorities simultaneously, meet deadlines, and handle work-related
stress is required.
Friendly, courteous, service-oriented, professional, outgoing, and
member service oriented.
Remain calm and professional in stressful situations.
Must be able to work independently and productively with minimum
supervision.
Recognize problems, identify possible causes and resolve routine
problems.
Team player with a "can do" attitude that can work in a fast-paced
environment.
Ability to establish and maintain a professional atmosphere for
employees, clients and members.
OTHER QUALIFICATIONS:
Able to work a flexible schedule to include various nights,
weekends and holidays.
May require some travel on an as-needed basis.
Has a working knowledge of other credit union departmental
operations including, lending, Mortgage, Marketing Department,
Accounting, Information Systems and Card Services.
Must have an aptitude for meeting people, developing member
confidence, and trust in our credit union.
Must be able to handle large amounts of cash with speed and
accuracy.
Must be able to present services in a knowledgeable manner.
Proven proficient teller skills.
PHYSICAL DEMANDS:
The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform essential
functions.
While performing the duties of this job, the employee is regularly
required to stand; walk; use hands to finger, handle, or feel;
reach with hands and arms and talk or hear. The employee is
occasionally required to sit; climb or balance and stoop, kneel,
crouch, or crawl.
The employee must regularly lift and /or move up to 10 pounds,
frequently lift and/or move up to 25 pounds and occasionally lift
and/or move up to 50 pounds.
WORK ENVIRONMENT:
The work environment characteristics described here are
representative of those an employee encounters while performing the
essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. The noise level in the work environment is
usually moderate.
NOTE:
The above information on this description has been designed to
indicate the general nature and level of work performed by
employees within this classification. It is not designed to contain
or be interpreted as a comprehensive inventory of all duties,
responsibilities, and qualifications required of employees assigned
to this job.
About Summit Credit Union:
Who We Are Summit Credit Union is a not-for-profit, full service,
financial cooperative, established in 1935, serving over 300
employers with roughly 37,000 members in North Carolina. We want
enthusiastic people who believe in great service, doing what's
right, and having fun! Our culture inspires innovation, hard work,
collaborative working relationships, and the ability to make an
impact in a fast-paced and dynamic environment. Join an
award-winning team committed to making a difference in people's
financial lives and in the community . click apply for full job
details
Keywords: Summit Credit Union, High Point , Teller (PT), Other , High Point, North Carolina
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