ELGA Credit Union
Teller (Member Service Representative)
Reports to: Branch Manager
Role:
To build relationships with members by assisting them with their financial transactions and listening for other financial needs.
Essential Functions & Responsibilities:
40% - Welcomes the member to their window with eye contact and a smile. Uses the member's name during the interaction and thanks the member for their business. Receives and processes member financial transactions, including deposits, withdrawals and loan payments; money orders and cashiers checks; transfers amounts from member accounts as directed, with complete accuracy. Gives routine account information.
40% - Interacts with the member to determine if the member would benefit from other Credit Union products and services to cross-sells with Integrity. Increases and supports utilization of self service channels.
15% - Performs a variety of miscellaneous tasks including drop box deposits, filing, copying forms, and computer input. Other duties as assigned.
5% - Balances cash drawer and daily transactions.
Performance Measurements:
1. To meet established expectations of ELGA's Core Factors including but not limited to Accountability, Attitude, Communication, Competence, Continuous Improvement & Innovation and Relationship Building.
2. To provide informed, friendly, professional, personal service to all members and associates by making eye contact and using the member's name, smiling while listening, responding as though they are the only one in your world at that time, and finding the correct answer if you don't know it.
3. To handle all transactions in a timely and accurate manner, staying completely focused on the member's request allowing you to look for opportunity to cross sell a product that the member could benefit from.
4. To have complete accuracy with all transactions to allow you to balance 100% of the time. To analyze errors in written format on the rare occasion a mistake is made.
5. To achieve 100% of your daily/weekly/monthly and annual sales goals. Monthly goals would include 8-11 electronic services, 1-3 new loan products and 4-6 new/upgraded shares.
6. To complete and pass Certification1 process.
7. To support other associates and to take the initiative to offer help when needed.
Knowledge and Skills:
Experience: One month to twelve months of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.
Other Skills: Proficient in Microsoft Office and Data entry.
This position is a full-time in office position.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
