Teller in Palm Springs, California at Sun Community Federal Credit U

People Vision: We invest in our people and communities, creating well-being, growth and opportunities that change lives…”Changing lives because we care.”

POSITION PURPOSE

We are in the PEOPLE business and SUN’s Tellers are the “face” of our organization to members and non-members. Our Tellers deliver extraordinary member service with each transaction and conversation with an attitude of service! In this position you are responsible for providing a variety of financial transactions at the request of our members such as processing deposits, withdrawals, loan payments, cashiers’ checks, money orders, cash advances, and balance each day's transactions and verifying cash totals. Is a contributor to ideas, process improvement and efficiencies? Embrace and drives change, supportive of peers and SUN’s vision and strategies.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions.

• Disburses cash or check share withdrawals in person, by telephone, or by mail.
• Processes transfers.
• Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.
• Receives and processes payroll deduction starts, stops, and increases.
• Verifies transactions; monitors deposit amounts, and examines documents for endorsement and negotiability, detects and resolves discrepancies promptly.
• Assume Branch ATM duty
• Completes Currency Transaction Reports (CTR) when required.
• Ensure that a CTR form is sent along with the outgoing wire form to the Accounting Department in the event the transaction involves cash exceeding $10,000.00.
• Completes the Unusual Activity Report Form and provides the Branch/Assistant Manager for further review when necessary.
• Obtains and records the required information on the sale of monetary instruments for amounts within the required threshold.
• Obtain BSA training annually.
• Operates on-line teller terminal. Provides in person, by telephone, or by mail, such information as members may authorize concerning their account status.
• Receives and processes new member accounts and changes to existing accounts.
• Receives and processes changes of name, addresses, and such other account information as needed.
• Ensures members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.
• Maintains confidentiality of all member account information.
• Cross-sells Credit Union services.

PERFORMANCE MEASUREMENTS

• Assures members receive extraordinary service that will provide us the title of most trusted financial institution in the communities we serve.
• Tasks are efficiently and accurately performed in accordance with established policies, standards, and security procedures and compliance policies.
• Monies are balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.
• Actively develop and deepen relationships with members to improve “wallet share”. Members’ experience extraordinary services.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent, prefer some college. Previous cash handling experiences helpful.

Required Knowledge: Knowledge of Teller policies and procedures.

Basic understanding of Credit Union operations.

Experience Required: Abilities generally acquired on the job in 12 months.

Skills/Abilities: Passionate about serving and working with people and providing extraordinary service, Good communication skills.

Good math skills. Ability to operate Microsoft Office software, email and other modern office equipment.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well- constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be provided which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Sun Community Federal Credit Union is an Equal Opportunity Employer. We encourage applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or veteran status.