POSITION SUMMARY AND INTRODUCTION:
At WFTFCU, we consider ourselves the TEACHERS credit union and stand by the credit union philosophy of "People Helping People." We desire to be a financial educator in our community by investing not only in the staff of the Independent School Districts we support but also in the students of those ISDs.
We are proud to offer an inclusive work environment where team morale is at the core of our culture and decision making. We are actively seeking an enthusiastic individual passionate about going the extra mile in the service and education of our members. Someone ready to engage and fulfill the position’s duties and responsibilities with excellence.
The Teller at WFTFCU is responsible for providing routine transaction support while maintaining a high level of professionalism and service with every interaction. They balance a teller drawer daily and support other cash management functions as required. They support member inquiries with a solutions-based approach, educating the members on our products and services whenever appropriate.
ESSENTIAL FUNCTIONS AND DUTIES:
1. Assumes responsibility for the accurate and timely performance of all Teller functions.
- Processes share deposits and loan payments, in person, by mail, and through the night drop.
- Processes withdrawals, transfers, cash advances, cashier’s checks, gift card purchases, and other transactions as they are presented.
- Helps balance the vault, ATM, and TCRs in dual control as assigned.
- Diligently supports federally required reports and filing, following all established policies and procedures.
- Opens and closes teller cash drawer daily. Balancing at the end of each day and reporting outages to the direct supervisor immediately.
- Participates in the opening and closing of the credit union as assigned, following all safety policies and procedures.
- Verifies transactions, monitors deposit amounts, and examines documents for endorsement and negotiability.
- Detect and resolve discrepancies promptly.
- Follows proper identification and authentication procedures by verifying the identity of members with every inquiry and transaction.
- Supports member inquiries and transaction requests over the phone.
- Performs drive-up teller functions as assigned.
- Cross-sells Credit Union services.
- Maintains teller limits, follows hold protocols, and escalates approvals as appropriate.
2. Represents the Credit Union in a courteous and professional manner.
3. Maintains confidentiality in all facets of the job duties and functions.
- Holds tightly to all internal controls, security protocols, and compliance requirements.
- Securely manages all member information, share information, and employee credentials.
- Reports any compromise to HR immediately.
4. Participates and completes corporate trainings and meetings as required.
5. Establishes and maintains professional business relations with members, colleagues, management, and the community.
- Ensures that members' requests and questions are promptly resolved.
- Accepts change of address requests, check orders, and travel note requests on behalf of member services as needed.
- Educates members of Credit Union services and policies including member eligibility, product types, interest and dividend rates, and other related services or information.
- Considers the Credit Union's reputation in decisions made in and out of the workplace, reporting any potential reputational risks to the CEO immediately.
- Participates regularly in team building and engagement activities.
- Assists colleagues with and without asking.
- Keeps supervisor informed of any significant problems or concerns.
- Supports the prosperity of the credit union by participating in community outreach activities when possible.
6. Reports to work as scheduled and in accordance with attendance policies and procedures.
7. Assumes responsibility for other related duties as required or assigned, to include related clerical duties, filing, and scanning.
8. Maintains clean and secure work area.
QUALIFICATIONS:
EDUCATION/CERTIFICATION:
- High school graduate or equivalent.
PREFERRED KNOWLEDGE:
- Understanding of Teller functions and procedures.
- Basic understanding of Credit Union operations.
EXPERIENCE REQUIRED:
- Previous customer service, retail, and/or cash handling experience preferred.
- Abilities generally acquired on the job within 12 months.
SKILLS/ABILITIES
- Verbal communication
- Customer service
- Detail orientation
- Math skills
- Computer literacy
- Typing
- Able to operate common office equipment and software
PHYSICAL REQUIREMENTS AND WORKING CONDITIONS:
This position is regularly required to sit, stand, talk, hear or use hands and arms to frequently reach. It is occasionally required to walk, climb or balance; may occasionally lift, move, push or pull up to 10 pounds. Requires the ability to see up close and stare at a computer for long periods of time. This is an indoor position, and the noise level is usually moderate.
PRE-EMPLOYMENT REQUIREMENTS:
- Credit Check
- Background Check
- Reference Check
- Drug Screening
- Education Verification
DISCLOSURES:
The position description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the needs of the business.
This document alone or by itself does not constitute a job offer or a contract of employment. WFTFCU reserves the right to modify the position description, policies or any other procedural document at any time, for any reason, with or without notice.
WFTFCU is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, or status as a protected veteran.
WFTFCU will make reasonable accommodations to enable individuals with disabilities to perform the essential functions of the position.
Job Type: Part-time
Benefits:
- 401(k)
- Credit union membership
- Flexible schedule
- Opportunities for advancement
- Paid time off
Work Location: In person
