CORE PLUS FEDERAL CREDIT UNION

Job Description

Job Title: Teller Float

Department: Retail Operations

Reports To: Service Center Manager

FLSA Status: Non-Exempt

SUMMARY

Under the supervision of the Service Center Manager and Head Teller and in compliance with established policies and procedures, this position performs a variety of teller related functions, such as cashing checks, selling monetary instruments and processing payments. This position also contributes to the overall sales of the branch by identifying cross-sell opportunities with new and existing members. This position will travel among the various branch locations to support the staffing needs of Retail.

Essential Duties and Responsibilities

1. Provides prompt, efficient, and accurate service in the processing of transactions. Cross sells Credit Union services.

2. Performs all teller functions, such as processing deposits, withdrawals, payments, transfers, loan disbursements, and selling money orders, maintaining cash drawer, and accurate knowledge of VISA cash advances.

3. Resolves routine member service concerns and/or notifies the appropriate authority to do so.

4. Assists with clerical duties such as filing, typing, and record keeping.

5. Actively cross-sells Credit Union products and services. Meet individual sales goals and contributes to the overall team goals.

6. May perform member service representative functions, as needed. This includes basic member account maintenance and account opening.

7. Responsible for performing branch opening and closing under dual control.

8. Accurately and in a timely fashion balances currency, coin, and checks in cash drawer within specified time periods and at shift’s end (in strict accordance with the Credit Union guidelines).

9. Other duties as assigned.

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.

Qualification

· High school diploma or equivalent.

· 1-2 years of previous teller or retail experience preferred.

· Ability to use various technical platforms including Microsoft office (excel, word etc.).

· Ability to work well on teams and independently while keeping internal and external service top of mind.

· Ability to interpret a variety of instructions furnished in written, oral or schedule form.

· Excellent customer service skills and the ability to foster strong member relationships.

Certificates, Licenses, Registration

Valid State of Connecticut Driver’s License or equivalent.

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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; climb or balance; and stoop, kneel, crouch, or crawl. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, depth perception, and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is frequently exposed to outside weather conditions. The noise level in the work environment is usually moderate.